UHNW Multi-Asset Portfolio Manager (Remote)

Heritageholdings; United States; Remote; USD 150,000 - 260,000; Full time

Job summary

Heritage seeks a Portfolio Manager to join the Portfolio Management team. You will oversee UHNW client portfolios, ensure alignment with objectives, and provide timely investment input to Relationship Managers.

The role involves multi-asset oversight across banks and counterparties, with a focus on transparency and proactive monitoring. You will collaborate closely with the Head of Portfolio Management and RMs, contributing to the ongoing improvement of the investment process.

Qualifications

• Outstanding academic background with a master’s degree in Finance, Economics, Engineering or related disciplines.
• Solid experience in portfolio management or advisory for UHNW individuals.
• Strong grasp of portfolio construction, asset allocation and diversification principles.
• Experience analyzing investments proposed by banks and asset managers including fees and liquidity.
• Comfortable interacting with sophisticated UHNW clients and Relationship Managers.

Responsibilities

• Oversee client portfolios for OCIO and advisory clients across asset classes.
• Maintain visibility on asset allocation, fees, liquidity and risk.
• Monitor performance, attribution and risk metrics and identify drift or misalignment.
• Assess investments proposed by banks and counterparties and form clear views.
• Support Relationship Managers with timely investment input and follow-ups.
• Track transactions and next steps to ensure actions aren’t missed.
• Contribute to business development meetings with prospective clients.
• Collaborate with Portfolio Management on construction and decisions.

Skills

Portfolio management

Multi-Family Office experience

Client relationship support

Investment input to RM

Analytical thinking

Team collaboration

Financial modelling

Education

Master's degree in Finance

Tools

Addepar

Job description

Heritage seeks a Portfolio Manager to join the Portfolio Management team. You will oversee UHNW client portfolios, ensure alignment with objectives, and provide timely investment input to Relationship Managers.

The role involves multi-asset oversight across banks and counterparties, with a focus on transparency and proactive monitoring. You will collaborate closely with the Head of Portfolio Management and RMs, contributing to the ongoing improvement of the investment process.