Careers

Interested in working at Heritage? We are always looking for bright, talented, and hardworking professionals.

Portfolio Manager

We are searching for a Portfolio Manager to construct and manage portfolios of individual equity and fixed income securities for our existing private wealth clients. The Portfolio Manager will be assigned a group of existing clients and will not be responsible for building his/her own book of business or bringing in new assets. The successful candidate will be a financial analyst with strong academic credentials and an investment philosophy with a long-term time horizon. The individual will be energetic, a strong team player, and have a desire to build a long term career with the firm. Heritage offers professional, personalized investment management to meet the individual objectives of its clients. Each portfolio is tailored to meet the needs of the client, and includes individual equities and fixed income securities selected to meet a client’s objectives and goals. Heritage utilizes a bottoms up methodology with a top down overlay when constructing and reviewing portfolios. All Portfolio Managers are tasked with supporting the fundamental research process that underpins our investment approach.

Qualifications/Requirements of a Portfolio Manager:

Experience in research or portfolio management
Strong fundamental research skills
In-depth understanding of financial models, securities analysis and valuation techniques
Ability to work and make decisions independently within a collaborative team environment
Ability to organize and assimilate large amounts of information quickly
MBA and willing to pursue CFA® designation
Excellent written and oral communication skills
Comfortable in a small office environment
Self-motivated and highly analytical
Unquestionable integrity and dependability

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Client Services

We are searching for an Investment Operations & Client Services Specialist to support the portfolio managers in the handling of client accounts. The position will include interacting with the clients directly to help manage their accounts including handling cash and security distributions, generating scheduled and ad-hoc reports, and maintaining the CRM database as well as working with the portfolio managers, custodian banks and securities firms to manage, record, and reconcile trading and securities information. The position requires the ability to perform a variety of duties including account management and customer service in the day-to-day handling of client accounts as well as data analytics and quantitative analysis related to the investment process.

Responsibilities of an Operations & Client Services Specialist include:

Record and process trades and portfolio transactions with our financial software system.
Review and reconcile client transactions and holdings versus their custodians.
Identify and resolve trading and transactional discrepancies.
Reconcile and review trades and portfolio transactions including dividends, interest payments, calls, etc.
Manage money requests, gifts, and distributions on behalf of clients.
Create new client accounts.
Maintain client records and CRM information.
Process corporate actions and maintain database inputs.
Generate routine, special, and ad hoc client reports.
Support portfolio managers in special client projects.
Provide assistance where needed such as bulk mailings, scanning, printing, and general administrative support.
Other duties and projects as needed.

Qualifications/Requirements of an Operations & Client Services Specialist:

Proficient in Microsoft Office (Word and Excel).
Excellent written and oral communication skills.
Strong customer service skills.
Ability to work and make decisions independently within a collaborative team environment.
High attention to detail and accuracy.
Good organizational skills and ability to multi-task.

Click Here to Apply