Portfolio Manager

Heritage Distribution Holdings

. Oversee client portfolios for OCIO and portfolio advisory clients across fixed income, public equity and alternative assets .

Posted 10/14/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management and advisory for UHNW clients, with a strong focus on asset allocation, risk assessment, and investment product analysis. Proficient in utilizing portfolio analytics tools to enhance investment decision-making and client communication.

Highest-signal resume keywords

Portfolio Management ExperienceAsset Allocation ExpertiseInvestment Product AnalysisClient Relationship ManagementPortfolio Performance Monitoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionRisk AssessmentPerformance AttributionMulti-Asset Portfolio AnalysisInvestment Strategy Development

Soft Skills

Effective CommunicationAttention to DetailCollaborative MindsetAbility to Manage Multiple Priorities

Tools & Technologies

Portfolio Analytics PlatformWealth Reporting Software

Industry Keywords

UHNW ClientsMulti-Family OfficeOCIOPrivate BankingWealth Management

About the role

Key responsibilities & impact

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 across client portfolios
Monitor performance, attribution and risk metrics, identifying portfolio drift, concentration risks and misalignment with client objectives
Assess investments and opportunities proposed by banks and other counterparties, including funds, structured products, discretionary mandates and alternatives
Identify sub-optimal products and propose better alternatives
Support Relationship Managers with investment input before and after client discussions
Track transactions, changes and next steps to ensure monitoring and follow-up actions are completed
Support business development meetings with prospective clients
Collaborate with the Portfolio Management team on portfolio construction, investment decisions and continuous improvement of the investment process
Work with the Head of Portfolio Management and cross-report to Relationship Managers

Requirements

What you’ll need

Outstanding academic background with a master's degree in Finance, Economics, Engineering or related disciplines
Solid experience in portfolio management or advisory, ideally for UHNW individuals, within a Multi-Family Office, OCIO, Private Bank or Wealth Manager
Strong grasp of portfolio construction and asset allocation, including strategic vs tactical allocation and diversification principles
Ability to assess multi-asset portfolios, including liquid and semi-liquid investments
Ability to analyze investment products proposed by banks and asset managers
Solid understanding of explicit and implicit fees, liquidity terms and risk drivers
Experience monitoring portfolio performance, attribution and risk metrics
Comfortable interacting with sophisticated UHNW clients and Relationship Managers
Ability to explain investment concepts clearly and credibly, verbally and in writing
Strong attention to detail in portfolio reviews, transaction monitoring and documentation
Ability to work in a structured, process-driven environment
Tech-savvy, with experience in a portfolio analytics or wealth reporting platform
Effective communication and collaborative, multicultural mindset
Ability to manage multiple priorities in a dynamic and fast-growing environment
Fluent in English

Benefits

Comp & perks

Exceptional team and environment with talented professionals from leading global institutions and technology companies
High ownership and client-facing scope
Exposure to complex multi-asset portfolios, sophisticated wealth structures, and technology-driven wealth management
Use of Heritage's proprietary platform to consolidate and analyze portfolio data
International scope and diverse team representing 15+ nationalities
Regular team offsites
Opportunities to build strong relationships
Opportunities for growth and development based on individual strengths and interests