Portfolio Manager - Alternative Investments
- $140,000 - $175,000
- St. Petersburg, FL
Wealth Tech Company with 100B in AUM / St. Pete's Florida
A bit about us:
We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platforms. practice management, M&A and capital strategies.
Why join us?
We are a growing startup having been founded just under 10 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.
comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
20%-25% bonus
comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
20%-25% bonus
Job Details
Our alternative investment arm of the business is growing and you will play an integral role in this growth. You are someone who has 5+ years of experience with a deep understanding of the alternative investment landscape. You have a solid understanding of the alternative investment product structures and how they are operationalized for high-net-worth clients.
You have your CFA or are in progress and a CAIA would be beneficial.
This is an on-site position in St. Pete's, FL
You have your CFA or are in progress and a CAIA would be beneficial.
This is an on-site position in St. Pete's, FL