Portfolio Manager

Job not on LinkedIn

🔥 4 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Heritage Distribution Holdings

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

📦 Logistics

🛒 Retail

Healthcare • Logistics • Retail

Heritage Distribution Holdings is the fastest-growing HVAC/R distributor in the US. With a focus on being the market leader in each local geography, HDH is expanding its footprint by partnering with businesses that share a tenacious commitment to customers, employees, and suppliers. From after-hours emergency service to stocking our customer’s warehouses, the HDH family is fully invested in being the critical link in the supply chain that enables people to live healthier and more comfortable lives. Heritage Distribution Holdings comprises a growing group of market-leading HVAC/R distribution companies, each with its unique history and culture.

📋 Description

• 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

• 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

• 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