This early-career Investment Analyst position is part of a structured 2–3 year development program designed to build a strong foundation across the full investment platform. You will work alongside experienced investment professionals, gaining hands-on exposure to public and private market research, portfolio management, trading, investment reporting, and platform operations. The program combines real investment responsibilities with structured training and mentorship, with responsibilities growing as your knowledge and capabilities increase.
Responsibilities
Research public markets, contributing to analysis of securities, investment strategies, managers, and market trends while supporting due diligence and ongoing investment monitoring
Gain exposure to private investments, supporting manager research, due diligence, analysis, and monitoring of private market opportunities, including investments within the firm’s internally managed diversified pooled investment fund
Build portfolio management experience, supporting portfolio monitoring, rebalancing, cash management, trading, and implementation while developing an understanding of how investment decisions move from strategy into client portfolios
Analyze portfolios and performance, contributing to portfolio reporting, performance analysis, data reconciliation, and investment-related materials used by the investment team and advisors
Support sophisticated client portfolios, preparing portfolio analyses, investment materials, and other deliverables that help senior investment professionals serve families, foundations, and institutions
Learn the investment platform from the inside, developing proficiency with investment models, research resources, portfolio systems, databases, and the processes that keep investment information accurate and reliable
Contribute to investment projects, working on initiatives that advance the firm’s research, technology, reporting, investment processes, and broader platform capabilities
Build expertise through structured development, participating in training and mentorship while taking on increasingly complex responsibilities as capabilities grow
Share what you learn, contributing to knowledge transfer and helping incoming Analysts develop as you progress through the program
Requirements
Bachelor’s degree in finance, economics, accounting, mathematics, or a related field
Genuinely curious about investing, with an interest in understanding markets, managers, strategies, and how portfolios are constructed
Analytical thinking, enjoying the process of working with data, evaluating information, identifying patterns, and developing thoughtful conclusions
Interest in broad exposure, with an interest in learning across public markets, private investments, portfolio management, trading, and investment operations rather than specializing too early
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Embrace new technology, including AI-enabled tools, and look for ways to improve research, analysis, efficiency, and accuracy
Take ownership of the details, recognizing that accuracy, organization, and follow-through matter when working with investment and portfolio information
Learn quickly, asking thoughtful questions, seeking feedback, and applying what you learn as responsibilities increase
Collaborate naturally, bringing integrity, accountability, and intellectual curiosity to a team that learns and works together
Prior experience in investment management, financial services, or a related field is beneficial but not required
Strong proficiency in Microsoft Excel and comfort organizing, analyzing, and manipulating financial and investment data
Strong analytical and quantitative capabilities
Demonstrated interest in investing and financial markets, including public and private markets
Strong attention to detail, organization, and ability to manage multiple priorities
Clear written and verbal communication skills
High degree of integrity, professionalism, accountability, and commitment to quality
Nice to have:
Advanced Excel capabilities and financial modeling experience
Benefits
Comprehensive medical, dental, vision, life, AD&D, and disability insurance
401(k) with profit sharing
Financial support for professional development, certifications, continuing education, and leadership development
Paid vacation, sick leave, and holidays
Flexible and supportive work environment
Parental and family leave
Access to Heritage resources, internal expertise, professional networks, and thought leadership opportunities
Heritage Wealth Advisors is an independently owned Registered Investment Advisor and multi-family office serving ultra-high-net-worth families, individuals, and institutions. Since 2005, the company has helped clients protect, grow, share, and sustain wealth across generations. Its work brings together interconnected disciplines: Family Office, Financial Planning, Investment Management, Tax Planning & Compliance, Philanthropy, and Institutions. With offices in Richmond and Charlottesville, Virginia, and Pittsburgh, Pennsylvania, Heritage is built around a collaborative model where specialists work together around the client, with a long-term view of both wealth and legacy.
