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At a glanceSummarised by Seekless from the posting.
Must have8
3.5 GPA or higher
Demonstrated interest in investing, private equity, M&A, and business ownership
Strong Excel / financial modeling and PowerPoint skills
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
Nice to have1
Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
Skills
Excel
PowerPoint
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:
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Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
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Building financial models, returns analyses, operating forecasts, and transaction scenarios
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Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
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Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
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Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
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Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
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Supporting negotiation, financing, closing, and post-close handoff processes
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Assisting with industry research, market mapping, and evaluation of sourced opportunities
Desired Characteristics & Skills
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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