Who we are
At Heritage, we are dedicated to being at the forefront of the alternative investment industry by creating a next-generation fund that combines traditional investment sourcing and evaluation strategies with proprietary technology solutions and data-driven approaches.
Our mission is to connect elite families and entrepreneurs globally with carefully vetted top-performing private market opportunities, leveraging our digital products to make the alternative investment market more accessible, efficient, and connected. Furthermore, we embrace the principles of "skin in the game" as we co-invest with our partners, and "innovation" as we work to create lasting value through continually advancing the investment sector.
Our team comprises of a diverse international group of individuals from leading organizations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests
The Relationship Manager is responsible for maintaining and developing strong relationships with
existing Heritage partners. The successful candidate will act as the point of contact with current
Heritage partners and assist in providing them with tailored advice.
Key Responsibilities:
- Maintaining and further developing strong relationships with existing Heritage partners
- Assisting in planning the portfolio strategy for both new and existing Partners
- Updating Heritage partners on investment performance and new opportunities
Key Skills:
- Financial knowledge developed through experience with, fund of funds, private equity,
venture capital, private banks, other alternatives, investment banks, or personal
investments - Strong knowledge of private equity, and ability to confidently speak of financial aspects of
Heritage investments - Ability to build and maintain transparent and trust-based relationships, ability to empathize
with Heritage partners and understand their goals and - Portfolio construction or asset allocation experience in private equity. and at least a highlevel understanding of other asset classes
- 10-15 years of relevant work experience
Evaluation:
- The performance of the Relationship Manager will be evaluated on their ability to maintain
strong relationships with sophisticated investors, their ability to assist in planning the
portfolio strategy for both new and current partners, and their ability to provide tailored
support.
This is an excellent opportunity for a highly experienced and skilled Relationship Manager to join a
leading organization and play a key role in maintaining and developing strong relationships with our
current partners.
Process
- CV screening
- First round interview: clarification of the position and detailed technical conversation
- Team interview: focus on general fit and relationship skills
- Logic & Personality test: to assess how your personality fits with the rest of our team
- Case study and discussion: to simulate key responsibilities
- Final conversation: to align expectations
- Offer by our Hiring Committee
At Heritage, we have a diverse team of individuals from 15+ nationalities and we conduct all communication in English. We are committed to equal opportunity and strive to eliminate any potential biases in the hiring process by utilizing a Hiring Committee for all decisions.
By applying to this job offer you declare that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121
