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Private Markets Portfolio Specialist - On-site, San Diego
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-12
Listing for:
InforCapital
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Step Stone Group in San Diego, CA is seeking a Portfolio Specialist to support growth and servicing of the private wealth platform. You will translate investment expertise into practical insights for financial advisors and internal partners, acting as a subject matter expert on evergreen funds and the competitive landscape.
Collaborating with portfolio management, sales, fund accounting, and marketing, you will help enhance client outcomes and asset growth.
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