Job Description
Job Description
About the Role
Heritage Holding is looking for a Junior Analyst Co-op to work out of the firm’s Boston office. We are looking for a highly driven individual who embodies the entrepreneurial spirit, who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on a large amount of responsibility. Heritage Holding is looking for a commitment level of full-time, 5 days per week for the spring co-op cycle.
Key Responsibilities
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Develop and manage a robust pipeline of qualified deal leads through cold calls, emails, CRM tracking, and industry research
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Lead sourcing efforts by proactively reaching out to business owners and founders across target industries
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Own relationships with business owners and sellers throughout the deal process
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Own creation of financial models to evaluate investment opportunities
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Lead preparation of internal and external investment materials, including memos and investor presentations
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Coordinate and manage due diligence workflows across legal, financial, operational, and commercial areas
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Support internal Heritage firmwide initiatives
Ideal Candidate Profile
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Current student with a track record of academic and extracurricular success
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Strong work ethic and demonstrated desire to learn
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Willingness to work in a fast-paced environment
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Entrepreneurial and team-oriented spirit
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Excellent communication skills, both written and verbal
About Heritage Holding
Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. Alex de Pfyffer and Ross Porter founded Heritage as a Search Fund after graduating from HBS in 2015. Heritage has since closed on a $220m first institutional fundraise in August of 2024 and completed ~36 acquisitions across 11 platform companies in B2B services, including telecom, IT and cyber security services, healthcare services, and skilled trades services.
We’re not just investors; we’re operators. Our team is composed of entrepreneurs, former CEOs, and investors who are passionate about operating small businesses.