Deal Execution Associate
Heritage HoldingPrivate Equity company
Boston, United StatesMid
Operations & Strategy
About the role
TL;DR
Support the investment team in evaluating and executing acquisition opportunities.
- •Heritage Holding is looking to hire a Full-Time Associate to work out of the Boston office with a Fall 2026 start date.
- •The role involves supporting the investment team across various acquisition opportunities.
- •Key Responsibilities Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities Building financial models, returns analyses, operating forecasts, and transaction scenarios Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes Requirements Highly driven, intellectually curious, and detail-oriented Strong analytical and financial modeling skills Demonstrated problem-solving ability and sound business judgment Strong written and verbal communication skills Ability to manage multiple workstreams in fast-paced transaction processes
Required skills
Financial Modeling
Domain expertise
fintech
