Private Markets - Portfolio Manager

Overview

Wealth management platform for independent advisors / building private markets arm. This Jobot job is hosted by:
Katrina McFillin.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

This role involves working directly with the CIO and Director of Private Markets to lead all sourcing and due diligence for private markets in support of OCIO services. You will independently and collaboratively source and vet prospective managers in the private asset classes (private equity, private credit, real assets, venture capital, and growth equity). You will sit on the investment committee and provide quarterly market commentary.

This is an opportunity to develop a private markets platform for this organization, which is experiencing rapid and sustained growth.

• Lead all sourcing and due diligence for private markets in support of OCIO services.
• Source and vet prospective managers in private asset classes (private equity, private credit, real assets, venture capital, growth equity).
• Sit on the investment committee and provide quarterly market commentary.
• Develop a private markets platform for the organization during a period of rapid growth.

• Completed or in the process of completing CFA and/or CAIA.
• Willing to relocate to Florida.

• Salary: $160,000 - $185,000 per year
• Comprehensive health, dental, and vision plan
• HSA with company contributions
• Unlimited PTO
• 401(k) + Company match
• Paid Paternity Leave
• Base + Bonus + Equity

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

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.