Private Markets Portfolio Manager
- $100,000 - $175,000
- St. Petersburg, FL +3
Portfolio Management for 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 firm having been founded just over 12 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
equity
comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
20%-25% bonus
equity
Job Details
The firm is hiring an alternative investment specialist who will source and research private markets for their OCIO portfolios and proprietary models. The analyst will conduct investment and operational due diligence on alternative investment strategies that may be used across portfolios managed by the investment team.
The firm views private markets as an important component of an asset allocation.
The investment team is responsible for the investment platform available to advisors. This includes sourcing investments, OCIO services, portfolio management, research, due diligence and portfolio consulting support.
You have your CFA or are in progress.
Your CAIA would be beneficial but not required.
This is an on-site position in St. Pete, FL
Asset Classes: private equity, private credit, real estate, and venture capital. ill-liquid
The firm views private markets as an important component of an asset allocation.
The investment team is responsible for the investment platform available to advisors. This includes sourcing investments, OCIO services, portfolio management, research, due diligence and portfolio consulting support.
You have your CFA or are in progress.
Your CAIA would be beneficial but not required.
This is an on-site position in St. Pete, FL
Asset Classes: private equity, private credit, real estate, and venture capital. ill-liquid
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.