European OCIO Portfolio Manager — Client-Facing & Strategy

Heritage

United States

Remote

USD 120,000 - 180,000

Full time

3 days ago
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Benefits offered by this job

Top talent from global institutions
High ownership in client outcomes
Diverse international culture

Job summary

Heritage is building the Modern Investment Office to serve prominent families globally. You will oversee client portfolios for European OCIO and advisory mandates, monitor asset allocation, fees and risk, and assess investment opportunities.

You will work with top talent from leading global institutions, enjoy high ownership in client outcomes, maintain a client-facing scope, and contribute to a diverse international culture within a collaborative, ambitious team.

Job description

Heritage is building the Modern Investment Office to serve prominent families globally. You will oversee client portfolios for European OCIO and advisory mandates, monitor asset allocation, fees and risk, and assess investment opportunities.

You will work with top talent from leading global institutions, enjoy high ownership in client outcomes, maintain a client-facing scope, and contribute to a diverse international culture within a collaborative, ambitious team.

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