Portfolio Manager - Family Office

The Portfolio Manager, Family Office is responsible for constructing, implementing, and monitoring customized multi-asset portfolios for ultra-high-net-worth (UHNW) individuals and multi-generational families. This role partners closely with Family Office Advisors and teams to diagnose complex client needs, develop bespoke investment solutions, and ensure portfolios remain aligned with client objectives, values, and long-term family goals.

What You Will Do

Constructs, implements, and manages highly customized, multi-asset portfolios across public and private markets tailored to UHNW clients and family office structures. Implements asset allocation models developed by the ISG, ensuring portfolios align with firm strategy while incorporating client-specific customization.

Why It Might Be a Fit

Builds and maintains strong relationships with clients, Advisors, ISG professionals, internal teams, and external managers. Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.

Requirements

• Deep knowledge of global capital markets, asset allocation, and portfolio construction across public and private investments.
• Strong experience working in partnership with centralized investment strategy or research teams (e.g., ISG).
• Experience serving ultra-high-net-worth families, family offices, institutional investors, or similar sophisticated client segments.
• Demonstrated ability to manage complex portfolios with multiple objectives, entities, and time horizons.
• Strong interpersonal and communication skills, with the ability to engage effectively across multi-generational families.
• High level of judgment, discretion, and sensitivity to confidential client matters.
• Ability to articulate investment philosophy and portfolio decisions with clarity and conviction and to explain complex investment concepts clearly and effectively.
• Strong analytical, organizational, and problem-solving capabilities.
• Collaborative mindset with ability to work effectively across interdisciplinary teams.
• High integrity and alignment with firm values and mission.

Benefits

• Competitive salary
• Equity
• Health insurance
• Paid time off
• Retirement plan
• Learning budget
• Parental leave
• Wellness programs
• Visa/relocation assistance
• Remote flexibility
• Bonus/commission
• Paid holidays