Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 21 days ago

Investment Associate

Heritage Holding11 open roles

Where
Boston, MA
Work mode
On site
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowInvestment AssociateHeritage Holding · Boston, MA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Heritage Holding's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.4% of postings close within 7 days. Measured by our own scanner across the market. Heritage Holding postings stay open a median of 8 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.6%3 days
  3. 13.4%7 days
  4. 21.6%14 days
  5. 36.2%30 days
  6. 59.0%60 days
This job: posted 21 days ago

Heritage Holding median: 8 days open

The posting

Heritage Search Partners - Investment Associate

Background: 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.

HSP 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.

So 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.

HSP 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.

Roles & Responsibilities:

- Originating new investment opportunities from conferences, co-investor referrals, MBA program networks, general referrals, & inbound emails, among others

- Evaluating investment opportunities, including analysis on industry/ sector, deal-specific due diligence, & team

- Managing a large pipeline of deals on our CRM

- Maintaining strong relationships with existing entrepreneurs we’ve backed & entrepreneurs we evaluate

- Maintaining relationships with key co-investors in the space as well as leaders of ETA clubs within top MBA programs

- Communication with existing searchers & entrepreneurs in our portfolio to support their process (e.g. assisting with sourcing, deal diligence, operations)

- Supporting fund-level marketing materials and quarterly investor updates

- Attending ETA conferences across the U.S. as well as speaking at core MBA programs throughout the semester

Desired Characteristics & Skills:

- Quick Learner with entrepreneurial spirit

- Highly Driven

- Engaging and Energetic Personality

- Strong communication skills and an interest in engaging with entrepreneurs on a daily basis

Desired Qualifications:

- At least 3 years of full-time work experience

- Some tie to the search fund/ ETA ecosystem

- MBA not required

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Heritage Holding's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Heritage Holding's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Heritage Holding's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.