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Private Markets – Portfolio Manager

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Job Description

About the Opportunity

This Jobot Job is hosted by Katrina McFillin

Salary

$160,000 - $185,000 per year

About Us

We are a leading wealth management platform for independent financial advisors.

Why join us?

  • We are in hyper-growth mode, with a goal to be at 500B in AUM in the next 3 years.
  • Comprehensive health, dental, and vision plan
  • HSA with company contributions
  • Unlimited PTO
  • 401(k) + Company match
  • Paid Paternity Leave
  • Base + Bonus + Equity

Responsibilities

  • Lead all sourcing and due diligence for private markets in support of OCIO services
  • Source and vet prospective managers in private asset classes
  • Provide quarterly market commentary

About You

You have completed or in the process of completing your CFA and/or CAIA and are willing to relocate to Florida.

Eligibility

Jobot is an Equal Opportunity Employer.

Benefits

An inclusive work environment, celebrating diversity and providing consideration for all qualified candidates.

About Company

Jobot prohibits harassment based on any protected categories and complies with all applicable laws.

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