Investment Associate
- Location
- Boston, MA
- Job type
- Full-time
- Level
- Mid-level
- Experience
- 3+ years
- Listed
- 23 days ago
Skills & highlights for this role
- deal sourcing
- due diligence
- CRM
Heritage Search Partners - Investment Associate
Background: Heritage Search Partners (HSP) is an investment fund set up in 2023 to be Heritage Holding’s ETA/Search Fund investment vehicle. Although managed by the same management company as Heritage Holding’s buyout fund, it is a distinct strategy: to invest in best-in-class entrepreneurs and operators in their acquisition journeys.
HSP seeks to invest across the search fund and entrepreneurship-through-acquisition (ETA) landscape via a wide range of acquisition structures, geographies & industries. We are currently investing out of Fund 2 and are closing on Fund 3 by year-end.
So far we have made 75+ minority equity investments across traditional search funds, self-funded search/ independent sponsor deals, & committed capital vehicles/ long-term holding companies. We are currently investing out of a $40m fund raised specifically for this strategy. We have invested into ~10 different countries across North America, Central America, UK, Europe & India.
HSP is looking to hire an Investment Associate to join Alex de Pfyffer, Ross Porter, Josh Sans & Matthew Glass. This person will be based out of the firm’s Boston or New York office and will be focused on sourcing & originating new investment opportunities as well as managing current portfolio operations. We are looking for a highly driven individual who is ready to take on a large amount of responsibility in the near-term and who shares our passion for entrepreneurship and the search/ ETA ecosystem.
Roles & Responsibilities
- Originating new investment opportunities from conferences, co-investor referrals, MBA program networks, general referrals, & inbound emails, among others
- Evaluating investment opportunities, including analysis on industry/ sector, deal-specific due diligence, & team
- Managing a large pipeline of deals on our CRM
- Maintaining strong relationships with existing entrepreneurs we’ve backed & entrepreneurs we evaluate
- Maintaining relationships with key co-investors in the space as well as leaders of ETA clubs within top MBA programs
- Communication with existing searchers & entrepreneurs in our portfolio to support their process (e.g. assisting with sourcing, deal diligence, operations)
- Supporting fund-level marketing materials and quarterly investor updates
- Attending ETA conferences across the U.S. as well as speaking at core MBA programs throughout the semester
Desired Characteristics & Skills
- Quick Learner with entrepreneurial spirit
- Highly Driven
- Engaging and Energetic Personality
- Strong communication skills and an interest in engaging with entrepreneurs on a daily basis
Desired Qualifications
- At least 3 years of full-time work experience
- Some tie to the search fund/ ETA ecosystem
- MBA not required
From Heritage Holding's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Investment Associate job at Heritage Holding located?
This Investment Associate position at Heritage Holding is located in Boston, MA. Always check Heritage Holding's application page for specific state eligibility or relocation policies.
What qualifications are required for Investment Associate at Heritage Holding?
For the Investment Associate role, Heritage Holding highlights 3+ years of relevant experience; experience with deal sourcing, due diligence, CRM. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Investment Associate position at Heritage Holding?
This listing links directly to Heritage Holding's Ashby application page. You can apply directly on Heritage Holding's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.