Teams at Heritage Holdings

Oversee multi-asset portfolios for ultra-high-net-worth clients across OCIO and advisory mandates. Monitor allocation, fees, liquidity, performance, attribution, and risk; evaluate investment products and identify portfolio improvements. Support relationship managers and client discussions with clear investment analysis, track transactions and follow-up actions, and contribute to portfolio construction and investment process improvements.

Manage portfolio monitoring and reporting for ultra-high-net-worth clients across European offices. Responsibilities include loading and validating transactions and valuations, reconciling cash, debt, and investment data, producing consolidated wealth reports, integrating market data, supporting bank and technology integrations, and improving dashboards and reporting templates. The role also establishes portfolio monitoring standards and serves as a Center of Excellence reference while collaborating with Relationship Managers, Product, and Technology teams.

Supports investment sourcing and relationship development across buyout, growth, and venture capital. Assists deal teams with market, financial, and commercial due diligence; prepares presentations and reports; conducts market analysis; develops investment views; and contributes to fund strategy, LP reporting, and events.