2027 Spring Private Equity Junior Analyst Co-op

Heritage Holding • Boston, MA

4d • Onsite

About The Position

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.

Requirements

• Current student with a track record of academic and extracurricular success
• Strong work ethic and demonstrated desire to learn
• Willingness to work in a fast-paced environment
• Entrepreneurial and team-oriented spirit
• Excellent communication skills, both written and verbal

Responsibilities

• Develop and manage a robust pipeline of qualified deal leads through cold calls, emails, CRM tracking, and industry research
• Lead sourcing efforts by proactively reaching out to business owners and founders across target industries
• Own relationships with business owners and sellers throughout the deal process
• Own creation of financial models to evaluate investment opportunities
• Lead preparation of internal and external investment materials, including memos and investor presentations
• Coordinate and manage due diligence workflows across legal, financial, operational, and commercial areas
• Support internal Heritage firmwide initiatives

What This Job Offers

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