Portfolio Manager

<h2><strong><span data-contrast="auto">Who We Are</span></strong><span data-ccp-props="{}"> </span></h2>
<p><span data-contrast="auto">Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Our team comprises a diverse international group of individuals from leading organizations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.</span><span data-ccp-props="{}"> </span></p>
<p><span data-ccp-props="{}"> </span></p>
<h2><strong><span data-contrast="auto">Your Role</span></strong><span data-ccp-props="{}"> </span></h2>
<p><span data-contrast="auto">Your role as Portfolio Manager is part of our Portfolio Management team. The mission of the role is to ensure that the portfolios of our UHNW clients are actively monitored, well-constructed and aligned with their objectives. </span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">The Associate is allocated to a defined group of European client relationships, covering OCIO and portfolio advisory mandates. Portfolios are multi-asset, spanning liquid and semi-liquid investments, often across multiple banks and counterparties. The role carries direct ownership of portfolio oversight, from asset allocation, fees, liquidity and risk to the quality of the investments proposed to clients.</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":160,"335559740":278}"> </span></p>
<p><span data-contrast="auto">The role reports to Head of Portfolio Management, and cross-reports to the Relationship Managers. It works in close collaboration with both, providing RMs with timely, high-quality investment input and the confidence that their clients are being taken care of even when they are not looking.</span><span data-ccp-props="{}"> </span></p>
<p><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">Key Responsibilities</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Oversee client portfolios for OCIO and portfolio advisory clients, playing an active role in shaping clients’ portfolios across a range of asset classes (fixed income, public equity, alternative assets...)</span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":278,"335559991":360}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Maintain clear visibility on asset allocation, fees, liquidity and risk across client portfolios</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Monitor performance, attribution and risk metrics, identifying portfolio drift, concentration risks and misalignment with client objectives</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Assess investments and opportunities proposed by banks and other counterparties (funds, structured products, discretionary mandates, alternatives), forming clear and well-reasoned views</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Identify sub-optimal products (fees, quality, overlap) and propose better alternatives</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Support Relationship Managers with timely, high-quality investment input ahead of and following client discussions</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto">Track transactions, changes and next steps, so that monitoring and follow-up actions are not missed</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto">Support business development meetings with prospective clients</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="9" data-aria-level="1"><span data-contrast="auto">Work closely with the Portfolio Management team on portfolio construction and investment decisions, with a view to contributing to the continuous improvement of our investment process</span><span data-ccp-props="{}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">What We Are Looking For</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Outstanding academic background with a master's degree in Finance, Economics, Engineering or related disciplines</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Solid experience in portfolio management or advisory, ideally for UHNW individuals, within a Multi-Family Office, OCIO, Private Bank or Wealth Manager</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Strong grasp of portfolio construction and asset allocation, including strategic vs tactical allocation and diversification principles, and the ability to assess multi-asset portfolios (liquid and semi-liquid)</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Ability to analyze investment products proposed by banks and asset managers, with a solid understanding of fees (explicit and implicit), liquidity terms and risk drivers</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Experience monitoring portfolio performance, attribution and risk metrics</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Comfortable interacting with sophisticated UHNW clients and Relationship Managers, and able to explain investment concepts clearly and credibly, both verbally and in writing</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto">Strong attention to detail in portfolio reviews, transaction monitoring and documentation, and ability to work in a structured, process-driven environment</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto">Experience in manager selection or due diligence is a plus</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="9" data-aria-level="1"><span data-contrast="auto">Basic financial modelling and portfolio analytics skills are a plus</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="10" data-aria-level="1"><span data-contrast="auto">International exposure or experience working with non-Italian institutions is a plus</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="11" data-aria-level="1"><span data-contrast="auto">Tech-savvy, with experience in a portfolio analytics or wealth reporting platform (Addepar is a plus)</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="12" data-aria-level="1"><span data-contrast="auto">Effective communicator with a collaborative and multicultural mindset</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="13" data-aria-level="1"><span data-contrast="auto">Highly motivated and proactive, with a hands-on and flexible attitude</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="14" data-aria-level="1"><span data-contrast="auto">Ability to manage multiple priorities in a dynamic and fast-growing environment</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="15" data-aria-level="1"><span data-contrast="auto">Fluent in English. Other languages constitute a plus</span><span data-ccp-props="{}"> </span></li>
</ul>
<p><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">Location:</span></strong><span data-contrast="auto"> Remote work is fine, but being based at a Heritage office is a plus.</span><span data-ccp-props="{}"> </span></p>
<p><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">What We Offer</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">An exceptional team and environment:</span></strong><span data-contrast="auto"> You will work alongside highly talented professionals from leading global institutions such as Carlyle, CD&R, McKinsey, Bain, Goldman Sachs, and top technology companies. We operate with a high talent bar, intellectual rigor, and a strong focus on excellence.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span data-contrast="auto">High ownership and client-facing scope:</span></strong><span data-contrast="auto"> You will take ownership of the oversight of UHNW client portfolios, working closely with senior stakeholders, Relationship Managers and clients. You will have significant responsibility in assessing investment opportunities and shaping the quality of the portfolios we manage and advise on.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span data-contrast="auto">Exposure to the intersection of wealth management and technology:</span></strong><span data-contrast="auto"> You will work on complex multi-asset portfolios and sophisticated wealth structures, using Heritage's proprietary platform to consolidate and analyze portfolio data, and contribute to the continuous evolution of a technology-driven wealth management offering.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="auto">International scope and strong culture:</span></strong><span data-contrast="auto"> You will operate in a diverse, international team representing 15+ nationalities, with hiring across multiple geographies. We foster a collaborative and ambitious culture, supported by regular team offsites and opportunities to build strong relationships.</span><span data-ccp-props="{}"> </span></li>
</ul><div class="content-conclusion"><p style="line-height: 1.5; text-align: justify;"></p>
<p>At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.</p>
<p>By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: <a href="http://bit.ly/privacypolicy121" target="_new">http://bit.ly/privacypolicy121</a>.</p>
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