Private Asset Specialist -Series 7 License Position Available In Broward, Florida

Private Asset Specialist -Series 7 License Palm Aire Professional Services Fort Lauderdale, FL Job Details Full-time $120,000 – $200,000 a year 17 hours ago Qualifications Asset management Series 7 Analysis skills Private equity Senior level Communication skills Full Job Description Are you passionate about tailoring investment strategies and managing diverse portfolios for high-net-worth individuals? Join our team as a Private Asset Specialist – Alternative Investments, where you’ll have the opportunity to work with a dynamic group of professionals in Fort Lauderdale, FL.

Tasks Key Responsibilities:

Portfolio Management:

Build and oversee a $600MM book of business by constructing and managing investment portfolios tailored to individual client goals and risk tolerances.

Investment Analysis:

Perform in-depth analysis of various investment vehicles, including stocks, bonds, private equity, hedge funds, and alternative investments, ensuring optimized portfolio performance.

Strategic Advisory:

Advise clients on non-correlated real estate ventures, private equity investments, oil & gas opportunities, and Direct Participation Programs (DPPs), offering pre-IPO investment insights to diversify portfolios.

Risk Assessment:

Develop detailed client suitability analyses, implement hedging strategies to mitigate risk, and conduct Sharpe ratio assessments for evaluating risk-adjusted returns.

Collaborative Execution:

Partner with the investment banking division to facilitate asset-linked structured products and pre-IPO offerings, ensuring seamless delivery of complex financial solutions.

Requirements Qualifications:

Proven experience in private asset management or related fields. Series 7 License (Required or Willing to Obtain) Strong understanding of alternative investments, including private equity, real estate, and hedge funds. Excellent analytical skills and the ability to conduct detailed risk assessments and portfolio evaluations. Exceptional communication and relationship-building skills for high-net-worth clientele. Proficiency with advanced financial tools and investment analysis software.

Benefits Job Type:

Full-time Pay:

$120,000.00 – $200,000.00 per year

Compensation Package:

Bonus opportunities Commission pay Why Join Us? Opportunity to work with a dedicated team of financial experts. Engage with ultra-high-net-worth clients on innovative investment solutions. A collaborative work environment focused on professional growth and excellence. If you’re ready to elevate your career in alternative investments and private asset management, we invite you to apply. Let’s work together to provide unparalleled investment strategies and services to our esteemed clientele.