
Heritage Holdings · Milano
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...
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.
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.
This role offers direct exposure to senior leadership, the Investment Committee, global hedge fund managers, and UHNW clients.
office, or fund of funds
brokers, capital introduction, and the allocator community
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English.
We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by
involving a Hiring Committee in all decision-making.
By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy:
Forteus is the asset management division of Numeus Group, a diversified digital asset investment firm built to the highest institutional standards across Alpha Strategies, Trading, and Asset Management. Forteus is backed by Schroders plc, one of Europe’s largest asset managers. Our team brings decades of experience across finance, blockchain, and technology. We operate with institutional discipline and an entrepreneurial mindset, combining deep capital markets expertise with a conviction in the long-term significance of blockchain technology and digital assets. We are seeking an experienced, fundamentally driven discretionary Portfolio Manager to lead a dedicated strategy focused on publicly listed equities with meaningful exposure to the blockchain and digital asset ecosystem. This includes technology providers, infrastructure companies, miners, exchanges, and financial services firms building in the space. In this role, you will define the investment framework, drive stock selection, construct the portfolio, and manage risk. You will work alongside digital asset specialists, traders, and experienced investment professionals to build a differentiated, institutional-quality strategy. Key Responsibilities: * Manage a discretionary equity portfolio, with full accountability for position sizing, sector exposure, and risk management * Apply a rigorous bottom-up research process to evaluate publicly listed companies across the blockchain and digital asset ecosystem * Generate high-conviction long ideas grounded in deep financial analysis, competitive positioning, and management assessment * Develop clear, defensible investment theses supported by detailed financial modeling and valuation analysis (DCF, comparables, scenario analysis) * Continuously monitor portfolio holdings, industry developments, and evolving market structure to refine positioning * Produce high-quality investment memos and communicate recommendations clearly to internal stakeholders and clients * Contribute to broader thematic research at the intersection of digital assets and traditional financial markets Skill Set and Qualifications: * 5+ years of experience as a discretionary Portfolio Manager or Senior Fundamental Research Analyst within a hedge fund, asset manager, or investment bank, with a demonstrable track record * Deep expertise in equity financial analysis, valuation, and portfolio construction * Strong understanding of blockchain technology, digital asset market structure, and how public companies monetize this ecosystem * Independent thinker with sound judgment and a disciplined investment process * Ability to articulate complex investment ideas clearly and persuasively * Proficiency in analytical tools such as Python or SQL is advantageous * Fluent English speaker If you are motivated by building and leading a focused strategy within a well-capitalized, institutionally backed platform — and by the opportunity to translate structural technological change into differentiated public equity investing — we would welcome a conversation.
Africa Analyst Company: Pharo Management is a leading global macro hedge fund with a focus on Emerging Markets. Founded in 2000, the firm currently manages approximately $8 billion in assets across four funds. Pharo trades foreign exchange, sovereign and corporate credit, local market interest rates, commodities, and their derivatives. Our investment approach combines macroeconomic fundamental research as well as technical analyses. Pharo has offices in London, New York, Hong Kong, and Abu Dhabi, and employs a diverse, dynamic team of 140 professionals representing over 20 nationalities and 30 languages. We are united by our founding values of excellence, curiosity, collaboration, respect, humility, and creativity. We are passionate about what we do and are committed to attracting the best and brightest talent. Job description: This is an exciting opportunity to join a highly successful company as an Africa Analyst. Based in Nairobi, this dual role will involve, firstly, assisting the economics research team in their coverage of the region, and, secondly, performing some groundwork on structured credit analysis. The successful candidate will: * Be the eyes and ears on the ground for the economists based in London * Cover the news flow for the region to support the research team * Gather market intelligence on local market trading * Provide support in the quantitative efforts, including assisting with credit analysis and with the gathering and preparation of data * Collaborate with portfolio managers in creating investment strategies * Foster productive partnerships with colleagues both locally and internationally Required qualities and skills: * Bachelor’s degree in Mathematics, Economics, Statistics, or a related field * Up to three years’ work experience at a top tier financial services institution, ideally gained within structured finance or in the macroeconomic space * Strong in quantitative analysis * Very good level of proficiency in Python or R * Experienced user of Microsoft Excel * Excellent communication skills so that you can share and explain your work to others * Ability to communicate fluently in English * Self-motivated with the ability to work autonomously * Keen interest in economics and financial markets
About Us SGGG Fund Services [https://sgggfsi.com/] is Canada’s largest independent administrator of alternative funds with over $120 billion (CAD) under administration. Using Diamond, our proprietary fund administration software, SGGG-FSI’s over 400 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United States, and India. Our vision is to be the first choice for fund administration. We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards [http://alternativeiq.com/], and have been named to several national Great Place to Work [https://www.greatplacetowork.ca/en/certified-company/z4870188000001309783] lists. Office Location & Hybrid Model * Our office is in downtown Toronto, a 5-minute walk from Union Station. * We embrace a flexible hybrid work model, with teams in 2 times per month. About The Role We are seeking a detail-oriented and motivated Analyst, Fund Accounting Onboarding to join our team. Reporting to the Manager, Onboarding, this role supports the onboarding, conversion, and valuation of investment funds, ensuring accurate setup and ongoing operational readiness. The successful candidate will have a strong understanding of fund operations, attention to detail, and the ability to manage multiple priorities while working collaboratively across teams What You’ll Do * Set up new funds in internal systems (Diamond) based on legal offering documents, including fee structures, expense accruals, and pricing procedures * Support fund conversions by liaising with previous administrators and importing historical data * Prepare and review valuation packages, including daily, weekly, and monthly NAV calculations * Ensure accuracy of pricing, corporate actions, dividends, and fund-specific accruals * Coordinate NAV delivery processes to clients and internal stakeholders * Maintain and update securities, including creating new securities and updating missing identifiers (e.g., RICs) * Research and prepare corporate action templates in accordance with fund documentation * Analyze and review corporate action templates prepared by the team * Build and maintain relationships with internal teams, clients, and auditors * Identify process improvement opportunities and escalate issues to management * Stay informed on regulatory and industry changes impacting fund operations What You’ll Bring Must-Haves / Required * Post-secondary education * Strong understanding of investment fund operations * Advanced Microsoft Excel skills * Strong attention to detail and accuracy * Ability to manage competing priorities with minimal supervision * Strong communication and interpersonal skills * Ability to work both independently and collaboratively * Excellent customer service mindset Nice-to-Haves / Assets * Professional designation (or in progress) * CSC or IFIC Mutual Funds Operations course * Experience with fund accounting systems (e.g., Diamond) * Prior experience in fund onboarding, conversions, or valuations You Should Embody: * Integrity: Demonstrates accountability, transparency, and sound judgment * Leadership: Takes initiative and ownership of responsibilities * Focus: Effectively manages time and delivers high-quality work under deadlines * Passion: Shows commitment to continuous learning and process improvement * Teamwork: Collaborates effectively with colleagues and stakeholders What We Offer * This position offers a salary range of $55,000-60,000, with a discretionary bonus. * An award-winning open-door culture with a collaborative & inclusive team * Committed to flexible work arrangements, with heavily weighted remote work * Comprehensive medical, dental and vision coverage + Lifestyle and/or Health Spending Accounts * RRSP Matching that increases with tenure * Parental Leave top up program * Team connection through quarterly team lunches, bi-annual companywide events, sport and charity initiatives * Support for professional learning and development * Milestone recognition program Application Information * Number of positions: 2 * These are new headcounts, and we are actively recruiting for them. * We use AI-enabled tools to sort applications based on job-related criteria. A human decides who moves forward. Some AI proctored tests may also be scored with AI; Trained staff review the scores before any decision is made. IDEA & Accommodations (AODA) SGGG-FSI supports a workplace that respects inclusion, diversity, equity and accessibility (IDEA). We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values. SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Recruitment Process 1. Online Assessment: Shortlisted candidates may need to complete a role‑based assessment. 2. HR Screening: Virtual screening interview with our HR team. 3. Manager Interview: Role‑specific interview held either virtually or in person. 4. Decision: Decision communicated and updates provided at each stage.