What are the responsibilities and job description for the Portfolio Manager - Alternative Investments position at Jobot?
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Job details
Wealth Tech Company with 100B in AUM / St. Pete's Florida
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.
Salary $130,000 - $150,000 per year
A Bit About Us
We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platforms. practice management, M&A and capital strategies.
Why join us?
We are a growing startup having been founded just under 10 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.
comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
Job Details
Our alternative investment arm of the business is growing and you will play an integral role in this growth. You are someone who has 5 years of experience with a deep understanding of the alternative investment landscape. You have a solid understanding of the alternative investment product structures and how they are operationalized for high-net-worth clients.
You have your CFA or are in progress and a CAIA would be beneficial.
This is an on-site position in St. Pete's, FL
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Wealth Tech Company with 100B in AUM / St. Pete's Florida
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.
Salary $130,000 - $150,000 per year
A Bit About Us
We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platforms. practice management, M&A and capital strategies.
Why join us?
We are a growing startup having been founded just under 10 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.
comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
Job Details
Our alternative investment arm of the business is growing and you will play an integral role in this growth. You are someone who has 5 years of experience with a deep understanding of the alternative investment landscape. You have a solid understanding of the alternative investment product structures and how they are operationalized for high-net-worth clients.
You have your CFA or are in progress and a CAIA would be beneficial.
This is an on-site position in St. Pete's, FL
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $130,000 - $150,000