Portfolio Manager – Next-Generation Multi-Family Office
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 Founded by families, for families, the firm is designed to solve the biggest frustrations in wealth management—outdated technology, opacity, and limited portfolio construction.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.
