Portfolio Manager (Fully Remote)

Heritage; United States; Remote; USD 120,000 - 180,000; Full time

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 for prominent families globally.
• Our team includes professionals from private equity, banking, and technology.

Your Role:

• You will oversee client portfolios for European OCIO and advisory mandates.
• You will monitor asset allocation, fees, and risk, and assess investment opportunities.

What We Offer:

• You will work with top talent from leading global institutions.
• We offer high ownership, client-facing scope, and a diverse international culture.

Heritage

Heritage is building the Modern Investment Office, supporting prominent families globally to achieve capital enhancement and preservation. The team comprises over 15 nationalities from leading organizations, with a collaborative, ambitious culture and a high talent bar.