Investment Associate

Heritage Holding • Boston, MA

6d • 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 in entrepreneurs and operators pursuing acquisitions through a range of structures, geographies, and industries. The firm has made more than 75 minority equity investments across traditional search funds, self-funded search and independent sponsor deals, and committed-capital vehicles and long-term holding companies. It is investing from a $40 million fund and has invested in approximately 10 countries across North America, Central America, the UK, Europe, and India.

HSP is seeking an Investment Associate to join its team. Based in the firm’s Boston or New York office, the associate will focus on sourcing and originating new investment opportunities and managing current portfolio operations. The role is suited to a highly driven person ready to take on substantial responsibility and interested in entrepreneurship and the search/ETA ecosystem.

Requirements

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

Nice To Haves

• An MBA is not required.

Responsibilities

• Originate new investment opportunities through conferences, co-investor referrals, MBA program networks, general referrals, inbound emails, and other channels.
• Evaluate investment opportunities, including industry and sector analysis, deal-specific due diligence, and assessment of the team.
• Manage a large pipeline of deals in the firm’s CRM.
• Maintain strong relationships with existing portfolio entrepreneurs and entrepreneurs being evaluated.
• Maintain relationships with key co-investors and leaders of ETA clubs within top MBA programs.
• Communicate with portfolio searchers and entrepreneurs to support 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 throughout the semester.

What This Job Offers

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