Portfolio Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage client portfolios for OCIO and portfolio advisory clients encompassing fixed income, public equity, and alternative assets.

• Ensure oversight of asset allocation, fees, liquidity, and risk across client portfolios.

• Evaluate performance, attribution, and risk metrics, identifying portfolio drift, concentration risks, and misalignments with client goals.

• Analyze investments and opportunities presented by banks and other counterparties, including funds, structured products, discretionary mandates, and alternatives.

• Recognize sub-optimal products and suggest superior alternatives.

• Assist Relationship Managers with investment insights before and after client meetings.

• Monitor transactions, changes, and follow-up actions to guarantee thorough tracking and completion.

• Facilitate business development meetings with potential clients.

• Collaborate with the Portfolio Management team on portfolio construction, investment decisions, and the ongoing enhancement of the investment process.

• Partner with the Head of Portfolio Management and provide cross-reports to Relationship Managers.

⛳️ Requirements

• Exceptional academic qualifications with a master’s degree in Finance, Economics, Engineering, or related fields.

• Significant experience in portfolio management or advisory, preferably for UHNW individuals, within a Multi-Family Office, OCIO, Private Bank, or Wealth Manager.

• Strong understanding of portfolio construction and asset allocation, including strategic versus tactical allocation and diversification principles.

• Capability to evaluate multi-asset portfolios, including liquid and semi-liquid investments.

• Proficiency in analyzing investment products recommended by banks and asset managers.

• Comprehensive understanding of explicit and implicit fees, liquidity terms, and risk factors.

• Experience in monitoring portfolio performance, attribution, and risk metrics.

• Comfort in engaging with sophisticated UHNW clients and Relationship Managers.

• Ability to articulate investment concepts clearly and persuasively, both verbally and in written form.

• Strong attention to detail in portfolio reviews, transaction monitoring, and documentation.

• Capacity to operate in a structured, process-oriented environment.

• Technologically adept, with experience in a portfolio analytics or wealth reporting platform.

• Effective communication skills with a collaborative and multicultural approach.

• Ability to balance multiple priorities in a dynamic and rapidly evolving environment.

• Proficiency in English.

🏝️ Benefits

• Outstanding team and environment featuring skilled professionals from top global institutions and technology firms.

• High level of ownership and client-facing responsibilities.

• Exposure to intricate multi-asset portfolios, advanced wealth structures, and technology-driven wealth management.

• Utilization of Heritage's proprietary platform for consolidating and analyzing portfolio data.

• International scope with a diverse team representing over 15 nationalities.

• Regular team offsite activities.

• Opportunities to cultivate strong relationships.

• Potential for growth and development tailored to individual strengths and interests.