Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. We provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open-architecture platform connecting clients to some of the world’s most exclusive opportunities.
We believe in mastery. Our investment team brings direct experience from leading institutional hedge fund platforms, asset managers, and allocators, supported by rigorous research frameworks and disciplined portfolio construction.
We believe in alignment. We invest alongside our clients with real skin in the game, applying the same standards and governance used for the founding families.
We believe in technology. Our advanced digital platform centralizes, analyses, and benchmarks portfolios across managers, strategies, and asset classes, enabling better decision-making and risk management at scale.
As a Hedge Fund Research, you will lead manager research, selection, and ongoing oversight across offshore and UCITS hedge fund strategies, supporting institutional-quality hedge fund allocations for UHNW clients.
The role is research- and governance-led, not discretionary portfolio management, and includes meaningful interaction with clients and advisors. You will work closely with senior investment professionals and the Investment Committee, while also helping advisors and clients understand portfolio positioning, manager roles, and risk characteristics.
Your responsibilities will include:
Sourcing, evaluating, and selecting hedge fund managers across core strategies
Owning the hedge fund due diligence and conviction framework (buy, watch, avoid)
Leading ongoing manager monitoring and recommending adds, trims, or exits
Advising on fund terms, fees, liquidity, and capacity constraints
Preparing and presenting materials to the Investment Committee
Supporting client- and advisor-facing discussions, including portfolio updates, manager positioning, and strategy education
Building and maintaining senior relationships with hedge fund managers and key counterparties
This role offers direct exposure to senior leadership, the Investment Committee, global hedge fund managers, and UHNW clients.
2–5 years of experience in hedge fund research and allocation, ideally within an institutional allocator, asset manager, family office, or fund of funds
Offshore hedge fund experience is essential; UCITS experience is strongly preferred
Broad understanding across hedge fund strategies, with a strong ability to distinguish true alpha from disguised beta
Proven track record in manager sourcing, not just monitoring, supported by a credible global network across managers, prime brokers, capital introduction, and the allocator community
Strong analytical skills and experience working with risk, performance, and portfolio analytics
Proven ability to draft high-quality investment papers and present under Investment Committee scrutiny
Strong written and verbal communication skills in English
High judgement, independent thinker, and comfortable recommending “no” when appropriate
Structured, detail-oriented, and comfortable operating with responsibility and accountability
Prior experience working with UCITS hedge fund platforms
Exposure to UHNW client portfolios or multi-family office environments
Familiarity with hedge fund analytics and reporting tools
Work alongside top-tier professionals from leading institutional investment platforms and global family offices
Direct exposure to top-tier and emerging hedge fund managers globally
A high-performance, collaborative, and entrepreneurial culture
Real responsibility and ownership from day one
Opportunity to help shape hedge fund research, governance, and allocation frameworks within a growing, tech-enabled platform
Quarterly team offsites
Clear growth paths and increasing responsibility as the platform scales
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.
By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Heritage Holdings is a company that focuses on acquiring and managing businesses.