Private Markets Insights & Portfolio Specialist
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-01
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
StepStone Group
Remote/Work from Home
position Listed on 2026-08-01
Job specializations:
-
Marketing / Advertising / PR
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Finance & Banking
Job Description & How to Apply Below
Step Stone Group seeks a Portfolio Specialist to translate investment expertise into actionable insights for financial advisors, home offices, and internal stakeholders. You will collaborate across portfolio management, sales, and marketing to drive client outcomes and asset growth, bringing depth in private markets and Evergreen funds.
The role emphasizes education, thought leadership, and performance communications, relying on SPI data capabilities to deliver clear, advisor-friendly messaging
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