Investment Associate

Job overview

The Investment Associate role is based in the firm’s Boston or New York office; the listing location is Boston, Massachusetts. Compensation is not specified. Heritage Search Partners invests in entrepreneurs and operators pursuing acquisitions through the search fund and entrepreneurship-through-acquisition landscape.

What you'll do

• Source and originate investment opportunities
• evaluate opportunities through industry, deal, and team diligence
• manage a deal pipeline in the CRM
• maintain relationships with portfolio entrepreneurs, prospective entrepreneurs, co-investors, and MBA program ETA leaders
• support portfolio entrepreneurs with sourcing, diligence, and operations
• contribute to fund marketing materials and quarterly investor updates
• attend ETA conferences across the U.S. and speak at MBA programs.

What we're looking for

Skills & competencies

investment associate

search funds

entrepreneurship through acquisition

investment sourcing

deal diligence

portfolio operations

boston ma

new york office

crm pipeline

investor updates

eta conferences

mba not required

Work arrangement

• Weekend coverage required

Why this role

The posting says an MBA is not required and seeks at least three years of full-time work experience; some connection to the search fund or ETA ecosystem is desired. Travel to conferences across the U.S. is part of the role.

About the employer

Heritage Holding is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.