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
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
Ideal Candidate Profile
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
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.