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<