Job Description
Job Description
Role Overview
Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution.
Roles & Responsibilities
The Associate will support the investment team across new platform and add-on acquisition opportunities, including:
-
Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
-
Building financial models, returns analyses, operating forecasts, and transaction scenarios
-
Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
-
Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
-
Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
-
Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
-
Supporting negotiation, financing, closing, and post-close handoff processes
-
Assisting with industry research, market mapping, and evaluation of sourced opportunities
Desired Characteristics & Skills
-
Highly driven, intellectually curious, and detail-oriented
-
Strong analytical and financial modeling skills
-
Demonstrated problem-solving ability and sound business judgment
-
Strong written and verbal communication skills
-
Ability to manage multiple workstreams in fast-paced transaction processes
-
Entrepreneurial mindset and willingness to take ownership
Desired Qualifications
-
3.5 GPA or higher
-
Demonstrated interest in investing, private equity, M&A, and business ownership
-
Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
-
Strong Excel / financial modeling and PowerPoint skills