Portfolio Manager
Heritage Holdings · Finance · Mid · 29d ago
Anyone, anywhere in the world can apply.
AI review: Checked the employer's own posting (https://job-boards.eu.greenhouse.io/heritageholdings/jobs/5005461101). Evidence: "Location: Remote work is fine, but being based at a Heritage office is a plus."
Applies on the original listing · via Himalayas
Who can apply
Read straight from the listing, so you know before you spend time on it.
Anyone, anywhere in the world can apply.
“Location: Remote work is fine, but being based at a Heritage office is a plus.”
The international team spans 15+ nationalities across multiple geographies.
- Async-first
- The listing doesn't promise async-first working.
- Contractor / B2B
- No mention of hiring international contractors or invoicing.
- Global stipend
- No home office or equipment budget mentioned.
- Annual retreat
- The company holds regular team offsites.
Read from the listing automatically. Always confirm the details with the company before you accept an offer.
About the role
As a Portfolio Manager (Associate), you will be allocated to European client relationships covering OCIO and portfolio advisory mandates. Reporting to the Head of Portfolio Management and cross-reporting to Relationship Managers, you will oversee multi-asset portfolios spanning liquid and semi-liquid investments across multiple banks. Key responsibilities include monitoring performance, risk, and fee metrics, evaluating counterparty investment proposals, and supporting relationship managers with investment input.
What you'll do
- Oversee client portfolios for OCIO and portfolio advisory clients across fixed income, public equity, and alternative assets
- Maintain visibility on asset allocation, fees, liquidity, and risk, identifying drift and concentration issues
- Assess investment opportunities proposed by banks and counterparties, proposing superior alternatives where appropriate
- Support Relationship Managers with timely investment input ahead of and following client discussions
- Work with the Portfolio Management team on continuous improvement of investment processes and portfolio construction
What you bring
- Master's degree in Finance, Economics, Engineering, or a related discipline
- Solid portfolio management or advisory experience, ideally for UHNW individuals within a family office, private bank, or wealth manager
- Strong grasp of portfolio construction, asset allocation, performance attribution, and risk metrics
- Ability to analyze investment products, fees, liquidity terms, and underlying risk drivers
- Fluency in English with strong written and verbal communication skills
About Heritage Holdings
Heritage Holdings builds modern investment office solutions supporting prominent families worldwide through institutional-grade investment sourcing, technology, and deep sector expertise.
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