Investment Associate

Heritage Holding • Boston, MA

1d • Onsite

About The Position

Heritage Search Partners (HSP) is Heritage Holding’s investment vehicle for search fund and entrepreneurship-through-acquisition (ETA) investments. HSP invests across the search fund and ETA landscape through a range of acquisition structures, geographies, and industries. The firm has made more than 75 minority equity investments and is currently investing from a $40 million fund. Its investments span approximately 10 countries across North America, Central America, the UK, Europe, and India.

HSP is hiring an Investment Associate to join Alex de Pfyffer, Ross Porter, Josh Sans, and Matthew Glass. Based in the firm’s Boston or New York office, the associate will focus on sourcing and originating investment opportunities and managing current portfolio operations. The role calls for a highly driven person ready to take on substantial responsibility in the near term and passionate about entrepreneurship and the search/ETA ecosystem.

Requirements

• At least 3 years of full-time work experience.
• Some connection to the search fund/ETA ecosystem.
• Quick learner with an entrepreneurial spirit.
• Highly driven.
• Engaging and energetic personality.
• Strong communication skills and interest in engaging with entrepreneurs daily.

Nice To Haves

• An MBA is not required.

Responsibilities

• Originate investment opportunities through conferences, co-investor referrals, MBA program networks, general referrals, inbound emails, and other sources.
• Evaluate investment opportunities, including industry and sector analysis, deal-specific due diligence, and assessment of teams.
• Manage a large deal pipeline in the firm’s CRM.
• Maintain strong relationships with backed entrepreneurs and entrepreneurs under evaluation.
• Maintain relationships with key co-investors and leaders of ETA clubs at top MBA programs.
• Support portfolio searchers and entrepreneurs with their processes, including sourcing, deal diligence, and operations.
• Support fund-level marketing materials and quarterly investor updates.
• Attend ETA conferences across the United States and speak at core MBA programs during the semester.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed