Investment Manager
18 ore fa
Who We Are Heritage is a modern global investment office built byaskets of respected families and entrepreneurs with over a century of business‑building experience. We provide privileged access to top‑performing alternative assets, superior portfolio construction, and a technology‑enabled open‑architecture platform connecting clients to some of the world’s most exclusive opportunities. We believe in mastery, alignment, and technology, and our investment team brings direct experience from leading private equity, venture capital, and institutional investment platforms, supported by a proprietary assessment methodology and one of the industry’s most comprehensive data sets. Your Role As an Investment Manager, you will play a key role across the full investment lifecycle, with a focus on sourcing, evaluating, and monitoring private market fund investments and select co‑investments across Buyout, Secondaries, Growth Equity, Venture Capital, and Private Credit. You will take ownership of manager coverage and due diligence processes, work closely with senior investment professionals and the Investment Committee, and contribute to the continuous enhancement of Heritage’s investment frameworks and platform. Your Responsibilities Will LaundragSourcing and building a proprietary pipeline of high‑quality private market fund managers across strategies and geographies Establishing and sérstaklong‑term relationships with global GPs and ecosystem participants Leading and executing end‑to‑end due diligence on fund investments and co‑investments Preparing and presenting investment memoranda to the Investment Committee Analyzing fund performance,.He track records, team dynamics, and alignment of interests Actively monitoring an existing portfolio of private market investments Contributing to portfolio reporting, reviews, and internal dashboards Participating in client‑facing activities, including portfolio updates, investment pitches, and ongoing discussions with families and stakeholders Representing vessels at relevant networking events, conferences, and industry forums Proposing and implementing improvementsieto investment processes, scorecards, KPIs, and analytical frameworks Collaborating with cross‑functional teams across investments, platform, legal, and operationsAbout You3–5 years of experience in private markets investing (Private Equity, Venture Capital, Growth Equity, Secondaries, or Private Credit), ideally within Anfänger semiconductor fund of funds, asset manager, family office, or institutional allocator Hands‑on experience conducting manager due diligence and evaluating fund investments Strong analytical and financial modelling skills Proven experience drafting and presenting investment memoranda Strong understanding of key investment metrics (e.g., IRR, MOIC, benchmarking) Experience in client‑facing activities such as portfolio updates, investment pitches, or investor meetings Comfortable representing the firm in professional settings, including networking Estat events and conferences Exceptional written and verbal communication skills in English Proactive, structured, and detail‑oriented with a strong sense of ownership Proficiency in Excel and PowerPoint; familiarity with tools such as Preqin, PitchBook, or Power BI is a plusNice to Have (not Required)Experience with direct secondaries (LP‑ or GP‑led) and/or hedge funds Prior exposure to working with entrepreneurial families or family officesWhat We OfferWork alongside top‑tier professionals from leading private equity firms and global family offices Direct exposure to high‑quality global fund managers and private market opportunities A high‑performance, collaborative, and entrepreneurial culture Real responsibility and ownership from day one Opportunity to help shape investment processes within a growing, tech‑enabled platform Quarterly team off‑sites ogens growth paths and increasing responsibility as the platform scalesAt Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision‑making. By applying to this job offer, you confirm that you have read and understood Heritage’s privacy policy: Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Referrals increase your chances of interviewing at Heritage Holdings by 2x. Get notified about new Investment Manager jobs in Milan, Lombardy, Italy. #J-18808-Ljbffr
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Investment Manager
18 ore fa
Turbigo, Italia Heritage Holdings A tempo pienoWho We Are Heritage is a modern global investment office built byaskets of respected families and entrepreneurs with over a century of business‑building experience. We provide privileged access to top‑performing alternative assets, superior portfolio construction, and a technology‑enabled open‑architecture platform connecting clients to some of the...
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Investment Manager
19 ore fa
Turbigo, Italia Heritage Holdings A tempo pienoWho We Are Heritage is a modern global investment office built byaskets of respected families and entrepreneurs with over a century of business‑building experience. We provide privileged access to top‑performing alternative assets, superior portfolio construction, and a technology‑enabled open‑architecture platform connecting clients to some of the...
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Turbigo, Italia Heritage Holdings A tempo pienoA global investment firm in Turbigo is seeking an Investment Manager to oversee the full investment lifecycle. You'll source, evaluate, and monitor private market fund investments and co-investments across various strategies. The ideal candidate has 3–5 years of private markets investing experience, strong analytical skills, and is comfortable in...
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Turbigo, Italia Heritage Holdings A tempo pienoA global investment firm in Turbigo is seeking an Investment Manager to oversee the full investment lifecycle. You'll source, evaluate, and monitor private market fund investments and co-investments across various strategies. The ideal candidate has 3–5 years of private markets investing experience, strong analytical skills, and is comfortable in...
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Turbigo, Italia China Construction Bank (Europe) S.A. A tempo pienoA leading global bank seeks a Junior Relationship Manager fluent in Chinese, Italian, and English for its office in Turbigo, Italy. The role involves developing client portfolios, managing relationships, and performing credit analyses. Candidates should hold a degree in Economics or Business Administration and have over 3 years of experience in the financial...
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Dynamic Team Assistant
17 ore fa
Turbigo, Italia AURELIUS A tempo pienoA global investment firm is seeking an experienced Team Assistant / Office Manager for its Milan office. The role includes a variety of responsibilities such as managing appointments, travel arrangements, and general office management. The ideal candidate is a strong team player fluent in Italian and English, with previous experience in a similar role. The...
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Junior Relationship Manager
15 ore fa
turbigo, Italia See True Partners A tempo pienoJunior Relationship Manager – See True PartnersAs a Junior Relationship Manager, you will support Senior Relationship Managers throughout the client acquisition and relationship management cycle. This role involves active participation in deal execution, coordination with internal teams, and contributing to the branch’s commercial strategy.Key...
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Junior Relationship Manager
3 giorni fa
Turbigo, Italia See True Partners A tempo pienoJunior Relationship Manager – See True Partners As a Junior Relationship Manager, you will support Senior Relationship Managers throughout the client acquisition and relationship management cycle. This role involves active participation in deal execution, coordination with internal teams, and contributing to the branch’s commercial strategy. Key...
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Junior Relationship Manager
18 ore fa
Turbigo, Italia China Construction Bank (Europe) S.A. A tempo pienoJunior Relationship Manager – Chinese speaker About us China Construction Bank (CCB) is a leading commercial bank in China, providing a comprehensive range of commercial banking products and services. We are the 2nd largest bank in the world by Tier 1 capital, and we are dual listed in Hong Kong Stock Exchange and Shanghai Stock Exchange. Now we have a...
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Client Relationship Associate – Milan
19 ore fa
Turbigo, Italia Columbia Threadneedle Investments A tempo pienoA leading investment management company is seeking an Associate Client Manager to join their team in Milan. This role focuses on managing relationships with Italian wholesale and institutional pooled fund clients, ensuring an excellent service experience. Key responsibilities include onboarding clients, coordinating internal teams, and supporting the sales...