Investment Portfolio Strategist

7 days ago


Reston, Virginia, United States Heritage Wealth Management, Inc. Full time

Key Responsibilities: As a seasoned investment professional, you will be responsible for sourcing, evaluating, and allocating to private equity, private real estate, and private credit assets.

Core Duties: Manage private equity funds of funds and SPVs, both operational and investment management. Sourcing, evaluating, recommending, and allocating to private equity funds and co-investments, private real estate assets, and private credit funds.

Performance Metrics: Prepare agendas for weekly investment committee meetings, guide discussions with the investment committee, and organize post-meeting activities. Provide macroeconomic and market analysis in client meetings and comment on the risks and opportunities within a client's current portfolio.

Requirements: A qualified candidate will have experience in private market investing and experience in public market trading and strategy implementation. The candidate will be able to execute these investment functions with an eye toward the value these activities add to the firm at large.

About the Role: Heritage Wealth Management, Inc. seeks an investment professional with competency in allocating to private markets as well as managing public market models and individual securities portfolios. The ideal candidate will be able to execute these investment functions with an eye toward the value these activities add to the firm at large.


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