Remote UHNW Portfolio Architect & Advisory Lead

Heritage Holdings; United States; A distancia; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Exceptional team culture

Global exposure

Descripción de la vacante

Heritage Holdings is seeking a Portfolio Manager to oversee UHNW client portfolios, ensuring active monitoring, robust construction, and alignment with client objectives. You will work with OCIO and advisory mandates across multiple asset classes, coordinating with Relationship Managers and banks to deliver high-quality investment input.

The role offers remote work with an international client base, requiring strong communication and a hands-on, proactive attitude in a fast-growing firm.

Formación

• Masters degree in Finance, Economics, Engineering or related
• UHNW portfolio management or advisory experience
• Strong asset allocation knowledge
• Ability to analyze bank-proposed products with fees, liquidity and risk
• Experience monitoring performance, attribution and risk
• Excellent written and verbal communication with UHNW clients
• International exposure is a plus
• Tech-savvy with portfolio analytics/wealth reporting tools

Responsabilidades

• Oversee client portfolios for OCIO and advisory clients across asset classes (fixed income, public equity, alternatives)
• Maintain visibility on asset allocation, fees, liquidity and risk
• Monitor performance, attribution and risk metrics; identify drift and misalignment
• Assess investments proposed by banks and other counterparties
• Identify sub-optimal products and propose better alternatives
• Support Relationship Managers with timely investment input
• Track transactions and next steps for monitoring and follow-up
• Support business development meetings with prospective clients
• Collaborate with Portfolio Management on portfolio construction and process improvement

Conocimientos

Portfolio management

Asset allocation

Due diligence

Financial modelling

UHNW experience

Relationship management

Portfolio analytics

English communication

Educación

Master's degree in Finance, Economics, Engineering or related

Herramientas

Addepar

Descripción del empleo

Heritage Holdings is seeking a Portfolio Manager to oversee UHNW client portfolios, ensuring active monitoring, robust construction, and alignment with client objectives. You will work with OCIO and advisory mandates across multiple asset classes, coordinating with Relationship Managers and banks to deliver high-quality investment input.

The role offers remote work with an international client base, requiring strong communication and a hands-on, proactive attitude in a fast-growing firm.