Private Markets Portfolio Manager – HNW and UHNW clients Position Available In Pinellas, Florida

Job Description:

SVP•Alternatives•Wealth tech company This Jobot Job ishosted by: Katrina McFillin Are you a fit? Easy Apply now byclicking the “Apply Now” button and sending us your resume.

Salary:

$100,000•$200,000 per year A bit about us: We specialize insupporting independent registered investment advisors by providingtechnology & CRM, investment platforms. practice management,M&A and capital strategies. Why join us? We are a growing firmhaving been founded just over 12 years ago and already surpassing100 Billion in AUM. We are looking for folks who believe in ourmission and drive to put our clients first and give independenceback to advisors. comprehensive health, dental, and visioninsurance 401(k) with company match unlimited PTO 20•25% bonusequity Job Details The firm is hiring an alternative investmentspecialist who will source and research private markets for theirOCIO portfolios and proprietary models. The analyst will conductinvestment and operational due diligence on alternative investmentstrategies that may be used across portfolios managed by theinvestment team. The firm views private markets as an importantcomponent of an asset allocation. You bring strong experienceeither from an RIA, family office, or private bank of PrivateMarkets Portfolio construction. You have your CFA or are inprogress. Your CAIA would be beneficial but not required. This isan on-site position in St.

Pete, FL Asset Classes:

private equity,private credit, real estate, and venture capital. ill-liquidalternatives Interested in hearing more? Easy Apply now by clickingthe “Apply Now” button. Jobot is an Equal Opportunity Employer. Weprovide an inclusive work environment that celebrates diversity andall qualified candidates receive consideration for employmentwithout regard to race, color, religion, age, sex, national origin,disability status, genetics, protected veteran status, sexualorientation, gender identity or expression, or any othercharacteristic protected by federal, state or local laws. SometimesJobot is required to perform background checks with yourauthorization. Jobot will consider qualified candidates withcriminal histories in a manner consistent with any applicablefederal, state, or local law regarding criminal backgrounds,including but not limited to the Los Angeles Fair Chance Initiativefor Hiring and the San Francisco Fair Chance Ordinance.