Strategic Projects Internship

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 visionis tohelp clients build enduring wealth across generationsby 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 comprisesof a diverseinternational groupof individuals from leading organizations withdiverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attractingtop-notch talent and providing opportunities for growth and development based on their individual strengths and interests.

Your role

We are looking for a Strategic Project Management Intern to join our team.

You will act as a support project manager across the whole business: picking up initiatives that span teams, getting them moving, and seeing them through to delivery, with exposure to senior leadership as you share your results.

It is a great first role if you want to understand how a modern wealth management firm really works, and what building a scale-up looks like from the inside. Over six months you will get exposure to multiple teams across the business, learning how each part works and taking on projects in areas such as:

• Client experience: support the team in making onboarding and servicing faster and smoother, by finding where things stall and fixing the root cause
• Portfolio management operations: help in portfolio set-up, reconciliation and reporting, and the custodian and bank relationships behind them
• Finance: assist with billing, fees and the processes that keep the numbers right
• Product and tech: provide support in bringing what you see on the ground to our product and tech teams, and helping turn it into better tools and automation

Who we are looking for

• Outstanding academic background with a master’s degree in Finance, Management, Engineering, or related discipline
• Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
• Tech-savvy, with a strong interest in exploring new technologies
• Familiarity with data automation tools (VBA, Power BI, or Python) is considered a plus
• 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
• Available for a 6-month internship starting in November/December 2026
• Location: Milan

What we offer

A paid six-month internship in the heart of Milan, with the opportunity to travel to our offices in London and Paris. You will see how every part of the business works, own projects that matter at an important stage of our growth, and join an international team from 10+ nationalities, with daily interaction and quarterly team-building events.

Your journey begins here!

At 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.

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