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- Tasks: Manage and construct multi-asset class portfolios for ultra-high-net-worth families.
- Company: Join a tech-enabled multi-family office revolutionizing wealth management for families.
- Benefits: Enjoy a meritocratic culture with opportunities for innovation and growth.
- Why this job: Be part of a fast-paced team shaping the future of investment solutions.
- Qualifications: Experience in managing portfolios for UHNW individuals and strong public markets expertise required.
- Other info: This role offers a unique chance to disrupt traditional wealth management.
The predicted salary is between 43200 - 72000 £ per year.
Direct message the job poster from H-Squared
Director, Alternative Asset Management Headhunter | Executive Search
Shape the Future of Wealth Management
Our client, a next-generation, tech-enabled multi-family office , is seeking a Portfolio Manager to help drive best-in-class investment solutions for UHNW families. Founded by families, for families , the firm is designed to solve the biggest frustrations in wealth management—outdated technology, opacity, and limited portfolio construction.
The Opportunity
- Innovative Investment Platform – A tech-enabled approach to portfolio management, offering clients superior transparency, efficiency, and execution.
- Meritocratic, Entrepreneurial Culture – A fast-moving, high-growth firm where contributions will shape the future of the platform.
Key Responsibilities
- Construct and manage multi-asset class portfolios tailored to the needs of UHNW families.
- Leverage technology to enhance portfolio construction, risk management, and reporting .
- Work closely with client advisors to deliver customized investment solutions aligned with long-term wealth preservation goals.
- Drive innovation in asset allocation and investment selection within public markets .
Candidate Profile
- An entrepreneurial portfolio manager with experience managing multi-asset class portfolios for UHNW individuals or family offices.
- Strong expertise in public markets , with a deep understanding of risk management, asset allocation, and portfolio construction.
- Entrepreneurial and tech-savvy, eager to be part of a firm that is disrupting the traditional wealth management model .
This is a unique opportunity to join an ambitious firm redefining wealth management for the modern era.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Investment Management and Financial Services
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Portfolio Manager - Multi-Family Office employer: H-Squared
Contact Detail:
H-Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager - Multi-Family Office
✨Tip Number 1
Reach out directly to the job poster on LinkedIn. A personalized message expressing your interest in the Portfolio Manager position can help you stand out and show your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the multi-family office space. Attend industry events or webinars where you can meet people who work in similar roles, as they might provide valuable insights or even referrals.
✨Tip Number 3
Stay updated on the latest trends in wealth management and technology. Being knowledgeable about innovative investment platforms and how they impact portfolio management will demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed multi-asset class portfolios in the past. Highlighting your entrepreneurial spirit and tech-savviness during conversations can make a strong impression.
We think you need these skills to ace Portfolio Manager - Multi-Family Office
Some tips for your application 🫡
Understand the Company: Research the multi-family office and its innovative investment platform. Familiarize yourself with their approach to wealth management, technology use, and the specific challenges they aim to solve.
Tailor Your CV: Highlight your experience managing multi-asset class portfolios, especially for UHNW individuals or family offices. Emphasize your expertise in public markets, risk management, and portfolio construction.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and tech-savviness. Explain why you are excited about the opportunity to disrupt traditional wealth management and how your skills align with the firm's goals.
Follow Up: After submitting your application, consider sending a direct message to the job poster. Express your enthusiasm for the role and briefly reiterate your qualifications to stand out.
How to prepare for a job interview at H-Squared
✨Showcase Your Entrepreneurial Spirit
Highlight your entrepreneurial mindset during the interview. Share examples of how you've driven innovation in previous roles, especially in portfolio management or asset allocation.
✨Demonstrate Tech Savviness
Since the firm values a tech-enabled approach, be prepared to discuss the technologies and tools you have used in portfolio management. Explain how these tools have improved efficiency and transparency in your past work.
✨Understand UHNW Client Needs
Research the unique challenges faced by ultra-high-net-worth families. Be ready to discuss tailored investment solutions you've developed that align with long-term wealth preservation goals.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your risk management and asset allocation strategies. Practice articulating your thought process and decision-making in hypothetical situations related to public markets.
