2027 Spring Private Equity Junior Analyst Co-op

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.