Ir Director

vor 1 Monat


Frankfurt am Main, Deutschland Heritage Holdings Vollzeit

**Who we are**:
At Heritage, we are dedicated to being at the forefront of the **alternative investment industry** by creating a next-generation fund that combines traditional investment sourcing and evaluation strategies with proprietary technology solutions and data-driven approaches.

Our mission is to connect **elite families and entrepreneurs** globally with carefully vetted top-performing private market opportunities, leveraging our digital products to make the alternative investment market more accessible, efficient, and connected. Furthermore, we embrace the principles of "skin in the game" as we co-invest with our partners, and "innovation" as we work to create lasting value through continually advancing the investment sector.

Our team comprises of a diverse **international group** of individuals from leading organizations and with **diverse backgrounds**, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting **top-notch talent** and providing opportunities for growth and development based on their individual strengths and interests

**Key responsibilities**:

- Researching and creating new connections / relationship with potential Heritage partners, throughout all the channel.
- Development on potential initiatives to bring Heritage partners closer, such as events
- Updating existing investors on investment opportunities relevant to them
- Maintaining a strong understanding of Heritage partners' individual interests in terms of investing and portfolio construction, as well as personal interests
- Supporting and maintaining relationships with institutional actors

**Key skills**:

- Finance knowledge gained from family offices, top tier funds, private banks, investment banks. Profile with an alternative background will be evaluated case by case.
- Knowledge of private equity and ability to confidently speak of financial aspects of Heritage investments
- Ability to build and maintain transparent and trust-based relationships, ability to empathize with Heritage partners and understand their goals and portfolio construction or asset allocation experience in private equity
- High-level understanding of other asset classes
- Being already a savvy investor is a plus

**Evaluation**:

- The Investor Relations Director will be evaluated on their ability to develop and maintain strong relationships with sophisticated investors, to assist in planning the portfolio of investments for both new and current partners, and to provide tailored support to them.

**Process**:

- CV screening
- First round interview: clarification of the position and detailed technical conversation
- Second round interview: focus on general fit and relationship skills
- Logic & Personality test: to assess how your personality fits with the rest of our team
- Case study and discussion: to simulate key responsibilities
- Final conversations: to align expectations
- Offer by our Hiring Committee

At Heritage, we have a diverse team of individuals from 15+ nationalities and we conduct all communication in English. We are committed to equal opportunity and strive to eliminate any potential biases in the hiring process by utilizing a Hiring Committee for all decisions.


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