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Private Markets Portfolio Specialist & Advisor Educator
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-15
San Diego, San Diego County, California, 92189, USA
Listing for:
Socket.dev
Full Time, Remote/Work from Home
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Step Stone Private Wealth is seeking a Portfolio Specialist to translate investment expertise into actionable insights for financial advisors, home offices, and internal stakeholders. The role focuses on evergreen funds, private markets, and communicating complex concepts clearly to advisors.
You will collaborate with portfolio management, sales, fund accounting, and marketing to drive client outcomes and asset growth, including creating fund commentaries, market updates, and model portfolio
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