Hedge Fund Research Analyst

Who We Are

Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. We provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open-architecture platform connecting clients to some of the world’s most exclusive opportunities. We believe in mastery.

Our investment team brings direct experience from leading institutional hedge fund platforms, asset managers, and allocators, supported by rigorous research frameworks and disciplined portfolio construction. We believe in alignment. We invest alongside our clients with real skin in the game, applying the same standards and governance used for the founding families.

We believe in technology. Our advanced digital platform centralizes, analyses, and benchmarks portfolios across managers, strategies, and asset classes, enabling better decision-making and risk management at scale. Your Role As a Hedge Fund Research, you will lead manager research, selection, and ongoing oversight across offshore and UCITS hedge fund strategies, supporting institutional-quality hedge fund allocations for UHNW clients.

The role is research- and governance-led, not discretionary portfolio management, and includes meaningful interaction with clients and advisors. You will work closely with senior investment professionals and the Investment Committee, while also helping advisors and clients understand portfolio positioning, manager roles, and risk characteristics.

Responsibilities

will include: Sourcing, evaluating, and selecting hedge fund managers across core strategies Owning the hedge fund due diligence and conviction framework (buy, watch, avoid) Leading ongoing manager monitoring and recommending adds, trims, or exits Advising on fund terms, fees, liquidity, and capacity constraints Preparing and presenting materials to the Investment Committee Supporting client- and advisor-facing discussions, including portfolio updates, manager positioning, and strategy education Building and maintaining senior relationships with hedge fund managers and key counterparties This role offers direct exposure to senior leadership, the Investment Committee, global hedge fund managers, and UHNW clients.

What We Offer

Work alongside top-tier professionals from leading institutional investment platforms and global family offices Direct exposure to top-tier and emerging hedge fund managers globally A high-performance, collaborative, and entrepreneurial culture Real responsibility and ownership from day one Opportunity to help shape hedge fund research, governance, and allocation frameworks within a growing, tech-enabled platform Quarterly team offsites Clear growth paths and increasing responsibility as t