Heritage holdings
Intern
Overview
As a Legal Operations Intern, you will join our Legal team, working at the intersection of law, investments, operations, and technology. You will support the legal and operational aspects of our investment platform, helping ensure that complex transactions are executed efficiently, accurately, and in compliance with applicable legal and regulatory requirements.
About Heritage holdings
Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
Requirements & Eligibility
- Self-motivated: Takes ownership, follows through on commitments, and approaches every task with curiosity, energy, and a willingness to learn.
- Operational mindset: Enjoys transforming complex legal concepts into practical, efficient workflows.
- Critical thinking: Approaches challenges analytically, asks thoughtful questions, and looks beyond the immediate task to understand the broader commercial context.
- Attention to detail: Handles documentation with precision, ensuring consistency, completeness, and accuracy across multiple workstreams.
Key Responsibilities
- Support the onboarding of investors into our funds, helping coordinate legal documentation and ensuring a seamless onboarding experience
- Assist in preparing, reviewing, and maintaining legal documentation, including subscription agreements, transaction documents, and other materials relating to investors and underlying investments
- Contribute to the legal and operational execution of investment transactions, coordinating with internal teams and external counterparties across multiple jurisdictions
- Carry out research to support investment activities, fund operations, and new business initiatives
- Help monitor, document, and continuously improve internal legal and operational processes, identifying opportunities for greater efficiency and scalability
- Work closely with our Tech team to support the automation and optimization of legal workflows and operational processes
- Maintain trackers, registers, templates, and internal documentation to ensure information is accurate, organized, and readily available
- Support day-to-day legal operations by preparing briefing materials, coordinating documentation, and helping ensure that critical processes run smoothly from beginning to end
Disclaimer: Trace Hiring is an independent job board. We are not directly affiliated with Heritage holdings. Please verify all details on the official company application portal.