Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage multi-asset class portfolios for ultra-high-net-worth families using innovative tech solutions.
- Company: Join a next-gen, tech-enabled multi-family office focused on transforming wealth management.
- Benefits: Enjoy a meritocratic culture with opportunities for growth and innovation in a fast-paced environment.
- Why this job: Be part of a team reshaping wealth management, driving transparency and efficiency for clients.
- Qualifications: Experience in managing portfolios for UHNW individuals; strong knowledge of public markets and risk management.
- Other info: This is a unique chance to disrupt traditional wealth management practices.
The predicted salary is between 43200 - 72000 £ per year.
Direct message the job poster from H-SquaredDirector, Alternative Asset Management Headhunter | Executive Search Shape the Future of Wealth ManagementOur 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 Founded by families, for families , the firm is designed to solve the biggest frustrations in wealth management— outdated technology, opacity, and limited portfolio construction.The OpportunityInnovative Investment Platform – A tech-enabled approach to portfolio management,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 ResponsibilitiesConstruct 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 ProfileAn 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 levelEmployment type Full-timeJob function FinanceIndustries Investment Management and Financial Services
#J-18808-Ljbffr
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
Network with professionals in the wealth management and family office sectors. Attend industry events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends in technology and investment strategies within the multi-family office space. Being knowledgeable about innovative tools and approaches will demonstrate your commitment to driving best-in-class solutions.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed multi-asset class portfolios in the past. Highlight your entrepreneurial mindset and any tech-savvy initiatives you've implemented to enhance portfolio performance.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their unique approach to wealth management and be ready to share how your skills and experiences align with their mission to disrupt traditional models.
We think you need these skills to ace Portfolio Manager - Multi-Family Office
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Portfolio Manager position. Tailor your application to highlight your experience in managing multi-asset class portfolios and your expertise in public markets.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience, particularly in portfolio management for UHNW individuals or family offices. Use quantifiable achievements to demonstrate your impact in previous roles.
Write a Tailored Cover Letter: In your cover letter, express your enthusiasm for the innovative, tech-enabled approach of the firm. Highlight how your entrepreneurial spirit and tech-savviness align with their culture and mission.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents. Check for any grammatical errors or typos, as attention to detail is crucial in the finance industry.
How to prepare for a job interview at H-Squared
✨Showcase Your Entrepreneurial Spirit
This role is all about innovation and disruption in wealth management. Be prepared to discuss your previous experiences where you demonstrated an entrepreneurial mindset, especially in managing multi-asset class portfolios.
✨Demonstrate Tech Savviness
Since the firm is tech-enabled, highlight your familiarity with investment technologies. Discuss specific tools or platforms you've used for portfolio management and how they improved efficiency or transparency.
✨Understand the Client's Needs
Prepare to talk about how you tailor investment solutions for ultra-high-net-worth families. Share examples of how you've aligned investment strategies with long-term wealth preservation goals in your past roles.
✨Be Ready for Scenario Questions
Expect questions that assess your risk management and asset allocation skills. Prepare to walk through your thought process in hypothetical scenarios, showcasing your analytical abilities and decision-making skills.
