Portfolio Manager

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🕒 Outubro 14

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

👻 Score fantasma 15%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Por que essa pontuação:

• Aberta há 28 dias.
• Sem salário divulgado.

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Heritage Distribution Holdings

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

🏥 Saúde

📦 Logística

🛒 Varejo

Healthcare • Logistics • Retail

A Heritage Distribution Holdings é a distribuidora de HVAC/R que mais cresce nos EUA. Com foco em ser líder de mercado em cada localidade, a HDH está expandindo sua atuação ao estabelecer parcerias com empresas que compartilham um compromisso tenaz com clientes, funcionários e fornecedores. Desde serviços de emergência fora do horário comercial até o abastecimento dos armazéns de nossos clientes, a família HDH está totalmente empenhada em ser o elo crucial na cadeia de suprimentos, permitindo que as pessoas vivam de forma mais saudável e confortável. A Heritage Distribution Holdings é composta por um grupo crescente de empresas líderes de distribuição de HVAC/R, cada uma com sua história e cultura únicas.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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

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