{"id":2622950,"url":"https://alion.io/job/heritage-holding-investment-associate","title":"Investment Associate","company":{"id":4416297,"name":"Heritage Holding","domain":"heritage-holding.com","url":"https://alion.io/company/heritage-holding","size_band":"201-500","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Field & Service","role_family":"Field & Service","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States","New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":50000,"max_usd":89000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4938},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-15T12:07:41Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-30T10:45:58Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"Heritage Search Partners - Investment Associate \nBackground: Heritage Search Partners (HSP) is an investment fund set up in 2023 to be Heritage Holding’s ETA/Search Fund investment vehicle. Although managed by the same management company as Heritage Holding’s buyout fund, it is a distinct strategy: to invest in best-in-class entrepreneurs and operators in their acquisition journeys.\nHSP seeks to invest across the search fund and entrepreneurship-through-acquisition (ETA) landscape via a wide range of acquisition structures, geographies & industries. We are currently investing out of Fund 2 and are closing on Fund 3 by year-end.\nSo far we have made 75+ minority equity investments across traditional search funds, self-funded search/ independent sponsor deals, & committed capital vehicles/ long-term holding companies. We are currently investing out of a $40m fund raised specifically for this strategy. We have invested into ~10 different countries across North America, Central America, UK, Europe & India.\nHSP is looking to hire an Investment Associate to join Alex de Pfyffer, Ross Porter, Josh Sans & Matthew Glass. This person will be based out of the firm’s Boston or New York office and will be focused on sourcing & originating new investment opportunities as well as managing current portfolio operations. We are looking for a highly driven individual who is ready to take on a large amount of responsibility in the near-term and who shares our passion for entrepreneurship and the search/ ETA ecosystem.\nRoles & Responsibilities:\nOriginating new investment opportunities from conferences, co-investor referrals, MBA program networks, general referrals, & inbound emails, among others\n\nEvaluating investment opportunities, including analysis on industry/ sector, deal-specific due diligence, & team\n\nManaging a large pipeline of deals on our CRM\n\nMaintaining strong relationships with existing entrepreneurs we’ve backed & entrepreneurs we evaluate\n\nMaintaining relationships with key co-investors in the space as well as leaders of ETA clubs within top MBA programs\n\nCommunication with existing searchers & entrepreneurs in our portfolio to support their process (e.g. assisting with sourcing, deal diligence, operations)\n\nSupporting fund-level marketing materials and quarterly investor updates\n\nAttending ETA conferences across the U.S. as well as speaking at core MBA programs throughout the semester\n\nDesired Characteristics & Skills:\nQuick Learner with entrepreneurial spirit\n\nHighly Driven\n\nEngaging and Energetic Personality\n\nStrong communication skills and an interest in engaging with entrepreneurs on a daily basis\n\nDesired Qualifications:\nAt least 3 years of full-time work experience\n\nSome tie to the search fund/ ETA ecosystem\n\nMBA not required","description_format":"text","description_chars":2776,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"master","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Science & 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