Portfolio Manager - Multi-Family Office

H-Squared; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

An ambitious firm is seeking a dynamic Portfolio Manager to redefine wealth management. This role focuses on constructing multi-asset class portfolios tailored for ultra-high-net-worth families, leveraging innovative technology for superior transparency and efficiency. With a meritocratic culture, this opportunity allows you to drive innovation in investment solutions and asset allocation, making a significant impact on the future of wealth management. If you're entrepreneurial and eager to disrupt traditional models, this is your chance to join a next-generation firm dedicated to excellence in investment management.

Qualifications

• Experience managing multi-asset class portfolios for UHNW individuals.
• Strong expertise in public markets and risk management.

Responsibilities

• Construct and manage multi-asset class portfolios for UHNW families.
• Leverage technology for portfolio construction and risk management.

Skills

Portfolio Management

Risk Management

Asset Allocation

Public Markets Expertise

Entrepreneurial Mindset

Tools

Investment Management Software

Job description

Direct message the job poster from H-Squared

Director, Alternative Asset Management Headhunter | Executive Search

Shape the Future of Wealth Management

Our client, a next-generation, tech-enabled multi-family office, is seeking a Portfolio Manager to help drive best-in-class investment solutions for UHNW families. Founded by families, for families, the firm is designed to solve the biggest frustrations in wealth management—outdated technology, opacity, and limited portfolio construction.

The Opportunity

• Innovative Investment Platform – A tech-enabled approach to portfolio management, offering clients superior transparency, efficiency, and execution.
• Meritocratic, Entrepreneurial Culture – A fast-moving, high-growth firm where contributions will shape the future of the platform.

Key Responsibilities

• Construct and manage multi-asset class portfolios tailored to the needs of UHNW families.
• Leverage technology to enhance portfolio construction, risk management, and reporting.
• Work closely with client advisors to deliver customized investment solutions aligned with long-term wealth preservation goals.
• Drive innovation in asset allocation and investment selection within public markets.

Candidate Profile

• An entrepreneurial portfolio manager with experience managing multi-asset class portfolios for UHNW individuals or family offices.
• Strong expertise in public markets, with a deep understanding of risk management, asset allocation, and portfolio construction.
• Entrepreneurial and tech-savvy, eager to be part of a firm that is disrupting the traditional wealth management model.

This is a unique opportunity to join an ambitious firm redefining wealth management for the modern era.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Investment Management and Financial Services