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© All Rights Reserved. ApplyBlast.com
Heritage Holding
Heritage is seeking a Portfolio Management Intern to join the newly formed Investment Lab division, supporting the team in portfolio construction, investment advice, and organic growth initiatives. The role involves working directly with client portfolios to analyze prospects across asset classes, identify optimization opportunities, and shape investment recommendations. This position offers a six-month paid internship starting in October or November 2026.
Heritage Holding is an operator‑led private investment firm based in Boston that provides entrepreneurial capital to small U.S. businesses. The firm partners with founders and management teams, combining financial resources with hands‑on operational expertise. Heritage emphasizes active ownership and long‑term value creation through strategic and operational support. Its approach is tailored to help small companies grow, improve operations, and navigate ownership transitions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Holding.