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Deal Origination and Platform Analyst

Heritage Holding
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About the Role

We are hiring a Deal Origination and Platform Analyst Intern to join HH for a two-semester engagement spanning the 2026–2027 academic year. This is not a typical analyst seat. You will split your time across three areas:

  • Direct deal origination — sourcing and qualifying acquisition targets through outbound outreach, intermediary coverage, and industry research.
  • Origination infrastructure — maintaining and improving the tooling, data, and workflows (CRM, sourcing automations, lead enrichment, dashboards) that power our pipeline.
  • Portfolio company GTM support — working alongside operators at HH portfolio companies on go-to-market execution: outbound campaigns, sales tooling, lead generation, and revenue operations.

The role suits someone who is equally comfortable picking up the phone, building a financial model, writing a SQL query, and standing up a Clay workflow. You should be excited about the intersection of investing, operations, and technology.

What You’ll Do

Deal Origination & Execution (~70%)

  • Develop and manage a pipeline of qualified deal leads through proactive outbound — cold calls, emails, LinkedIn, and intermediary coverage.
  • Run thesis-driven sourcing sprints in target industries (IT services, healthcare services, business services); produce target lists, market maps, and outreach strategies.
  • Build and maintain relationships with business owners, founders, brokers, and investment bankers.
  • Conduct preliminary diligence on inbound CIMs and teasers — financial summaries, EBITDA bridge work, fit screens — and surface live opportunities to the deal team.
  • Build financial models for submission to the investor committee. 
  • Track and report on pipeline activity, conversion metrics, and outreach effectiveness.

Origination Infrastructure (~15%)

  • Own the day-to-day health of the HH origination stack: HubSpot CRM hygiene, contact enrichment, deal stage discipline, and reporting.
  • Build and improve sourcing automations using tools like Clay, Apollo, SourceScrub, and Smartlead — from list-building to outreach sequencing to reply handling.
  • Design dashboards and reports that give the partners real-time visibility into pipeline coverage, broker activity, and deal velocity.
  • Identify and prototype new tools or workflows (including LLM-assisted tooling) that meaningfully reduce manual work or improve sourcing yield.
  • Document playbooks so that improvements outlast any single intern cohort.

Portfolio GTM Execution (~15%)

  • Embed with one or more HH portfolio companies on time-bound GTM projects — e.g., outbound campaign builds, ICP refinement, lead-gen experiments, CRM cleanups, sales rep enablement, or pricing tests.
  • Translate origination-side tooling and best practices into portfolio operating value (Clay, Apollo, Smartlead, HubSpot, etc.).
  • Partner with portco operators and HH’s value-creation team to scope projects, set KPIs, and report results back to the HH investment team.
  • Build reusable GTM templates and playbooks that can be deployed across the portfolio.

What We’re Looking For

  • Currently enrolled in an undergraduate or graduate program; all majors considered. Strong academic record.
  • Genuine interest in private equity, entrepreneurship through acquisition (ETA), and operating roles — not just an interest in finance.
  • Comfort with cold outreach and talking to business owners. You don’t have to love it on day one, but you have to be willing to learn fast.
  • Technical fluency: you can build a clean Excel model AND you’re the kind of person who would write a Python script or set up a Clay table to avoid doing something manually twice.
  • Bonus: prior exposure to HubSpot (or another CRM), SQL, Python, Clay, Apollo, SourceScrub, Smartlead, or similar B2B GTM tooling.
  • High ownership, low ego, fast learner. Comfortable navigating ambiguity in a small team.
  • Strong written and verbal communication — a meaningful share of the job is written outreach and internal memos.

Logistics

  • Duration: Two academic semesters — Fall 2026 (Aug 2026) through Spring 2027 (May 2027).
  • Location: In-person at HH’s Boston or New York office. This role is not remote.
  • Hours: Flexible part-time during the semester (target 15–20 hrs/week), with the option to scale up during winter break and reading periods.
  • Past HH analysts have gone on to roles in private equity, venture capital, corporate strategy, investment banking, and operating roles at portfolio companies.