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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 revolutionising wealth management for families.
- Benefits: Enjoy a meritocratic culture with opportunities for innovation and growth.
- Why this job: Be part of a dynamic 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 chance to disrupt traditional wealth management practices.
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 Founded by families, for families, the firm is designed to solve the biggest frustrations in wealth management—outdated technology, opacity, and limited portfolio construction.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
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
Familiarise yourself with the latest technology trends in portfolio management. Being tech-savvy is crucial for this role, so consider taking online courses or certifications that focus on innovative investment platforms and tools.
✨Tip Number 3
Prepare to discuss your experience with multi-asset class portfolios in detail. Be ready to share specific examples of how you've successfully managed risk and asset allocation for UHNW clients, as this will demonstrate your expertise.
✨Tip Number 4
Research the firm’s values and culture thoroughly. Understanding their entrepreneurial spirit and commitment to innovation will help you align your responses during interviews, showing that you're a great fit for their team.
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 of a Portfolio Manager in a multi-family office. Familiarise yourself with the key skills required, such as portfolio construction and risk management, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience managing multi-asset class portfolios for ultra-high-net-worth (UHNW) individuals or family offices. Use specific examples to demonstrate your expertise in public markets and your entrepreneurial spirit.
Showcase Your Tech Savviness: Since the firm is tech-enabled, it's crucial to highlight any experience you have with technology in portfolio management. Mention any tools or platforms you've used that enhance portfolio construction, risk management, or reporting.
Craft a Compelling Cover Letter: Your cover letter should reflect your passion for disrupting traditional wealth management models. Discuss how your values align with the firm's mission and how you can contribute to their innovative investment platform.
How to prepare for a job interview at H-Squared
✨Showcase Your Entrepreneurial Spirit
As a Portfolio Manager, it's crucial to demonstrate your entrepreneurial mindset. Share examples of how you've driven innovation in previous roles, particularly in portfolio management or asset allocation. This will resonate well with the firm's meritocratic and fast-moving culture.
✨Highlight Your Tech-Savvy Skills
Given that the firm is tech-enabled, be prepared to discuss your experience with technology in investment management. Talk about specific tools or platforms you've used to enhance portfolio construction and risk management, showcasing your ability to leverage technology effectively.
✨Understand UHNW Client Needs
Familiarise yourself with the unique challenges faced by ultra-high-net-worth families. During the interview, articulate how your previous experience aligns with their needs and how you can tailor investment solutions to meet long-term wealth preservation goals.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your decision-making skills in portfolio management. Prepare to discuss how you would approach asset allocation and investment selection in various market conditions, demonstrating your analytical thinking and strategic planning abilities.
