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Private Markets Portfolio Strategist
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-02
San Diego, San Diego County, California, 92189, USA
Listing for:
Socket.dev
Full Time, Remote/Work from Home
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Step Stone Private Wealth is seeking a Portfolio Specialist to translate investment expertise into advisor-ready insights. You will develop fund commentary, market updates, and educational materials for advisors, home offices, and internal teams.
The role partners with portfolio management, sales, marketing, and product teams to enhance client outcomes and asset growth. The position requires a Bachelor's degree (MBA/CFA/CAIA preferred), Series 7 and 63 (or within 12 months), and 2–5 years in
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