Business Analyst/Associate

Who We Are

Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.

Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.

Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.

Your role as Business Analyst/Associate

We are looking for a Business Analyst/Associate (depending on seniority) to join our team. This role will play a key part in supporting the start-up of our Paris office, a new and growing hub within our global organization.

The successful candidate will be instrumental in driving and implementing the integration of the Paris office with our central Technology, Operations, and Investing teams, currently based across Milan and London.

The role will directly contribute and have an impact to the launch of the new office, working in close collaboration with international teams and playing a central role in establishing efficient processes, data flows, and cross-office collaboration.

Core responsibilities include:

Client and Portfolio Reporting

• Prepare and deliver weekly, monthly, and quarterly consolidated reports for client portfolios, including performance, allocation, and risk analysis
• Collect, validate, and consolidate data from multiple sources (custodians, fund administrators, life insurance platforms, internal systems)
• Contribute to the development, improvement and enhancement of automated reporting tools, automation initiatives and dashboards in collaboration with the Tech team
• Contribute to the collection and preparation of data for monthly and quarterly consolidated family reports

Portfolio Operations and Reconciliation

• Perform daily trade and position reconciliations and weekly NAV reconciliations for internally managed funds
• Support portfolio risk and performance reporting processes
• Investigate and resolve reconciliation breaks with custodian banks and administrators

 Coordination and Support

• Support the Investment team in portfolio monitoring, trade execution follow-up, and ad-hoc data analysis.
• Liaise with different stakeholders to ensure timely and accurate information exchange (custodian banks, life insurance companies, and fund administrators, etc.)
• Assist with subscription and redemption requests, ensuring proper documentation and communication with all relevant parties
• Maintain and update client profiles, including KYC, AML, and suitability documentation in accordance with regulatory requirements

Key Requirements 

• Outstanding academic background with master’s degree in Finance, Economics, or a related discipline
• 1-3 years of experience in a FinTech/technology-based environment or multi-family office, private bank, asset manager, fund administrator
• Knowledge of financial instruments and investment operations acquired through academic studies
• Experience with portfolio management or fund accounting systems is a plus
• Tech-savvy with a strong interest in exploring new technologies
• Tools specific to wealth management reporting is considered a plus
• Familiarity with data automation tools (VBA, Power BI, or Python) is considered as a plus
• Strong Excel skills
• Highly motivated and proactive, with a hands-on attitude
• Excellent organizational and analytical skills, with strong attention to detail
• Effective communicator with a collaborative and multicultural mindset
• Ability to manage multiple priorities and deadlines in a dynamic environment
• Fluent in English and French