Heritage Holdings
Pay not stated in the advert
Who We Are
Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
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.
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.
Your Role
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.
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.
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.
Key Responsibilities
What We Are Looking For
Location: Remote work is fine, but being based at a Heritage office is a plus.
What We Offer
An exceptional team and environment: 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.
High ownership and client-facing scope: 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.
Exposure to the intersection of wealth management and technology: 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.
International scope and strong culture: 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.
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.
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Originally posted on Himalayas
