What are the responsibilities and job description for the Private Markets - Portfolio Manager position at Jobot?
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Job details
wealth management platform for independent advisors / building private markets arm
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 $160,000 - $185,000 per year
A Bit About Us
We are a leading wealth management platform for independent financial advisors.
Why join us?
We are in hyper-growth mode, having been founded just under 15 years ago with 110B in AUM and a goal to be at 500B in AUM in the next 3 years. We are looking for people who believe in our mission to put our clients first and give independence back to the advisors.
Comprehensive health, dental, and vision plan
HSA with company contributions
Unlimited PTO
401(k) Company match
Paid Paternity Leave
Base Bonus Equity
Job Details
You will work directly with the CIO and Director of Private Markets to lead all sourcing and due diligence for private markets in support of their OCIO services. You will independently and collaboratively source and vet prospective managers in the private asset classes (private equity, private credit, real assets, venture capital, and growth equity). You will sit on the investment committee and provide quarterly market commentary.
This is an opportunity to develop a private markets platform for this organization, which is experiencing rapid and sustained growth.
You have completed or in the process of completing your CFA and/or CAIA and are willing to relocate to Florida.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
wealth management platform for independent advisors / building private markets arm
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 $160,000 - $185,000 per year
A Bit About Us
We are a leading wealth management platform for independent financial advisors.
Why join us?
We are in hyper-growth mode, having been founded just under 15 years ago with 110B in AUM and a goal to be at 500B in AUM in the next 3 years. We are looking for people who believe in our mission to put our clients first and give independence back to the advisors.
Comprehensive health, dental, and vision plan
HSA with company contributions
Unlimited PTO
401(k) Company match
Paid Paternity Leave
Base Bonus Equity
Job Details
You will work directly with the CIO and Director of Private Markets to lead all sourcing and due diligence for private markets in support of their OCIO services. You will independently and collaboratively source and vet prospective managers in the private asset classes (private equity, private credit, real assets, venture capital, and growth equity). You will sit on the investment committee and provide quarterly market commentary.
This is an opportunity to develop a private markets platform for this organization, which is experiencing rapid and sustained growth.
You have completed or in the process of completing your CFA and/or CAIA and are willing to relocate to Florida.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $160,000 - $185,000