Portfolio Manager
Heritage Holdings
Remote, Worldwide
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...
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