Private Markets Portfolio Manager - HNW and UHNW clients

Location: Saint Petersburg
Posted on: June 23, 2025

Job Description:

SVP - Alternatives - Wealth tech company This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $100,000 - $200,000 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 firm having been founded just over 12 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 20%-25% bonus equity Job Details The firm is hiring an alternative investment specialist who will source and research private markets for their OCIO portfolios and proprietary models. The analyst will conduct investment and operational due diligence on alternative investment strategies that may be used across portfolios managed by the investment team. The firm views private markets as an important component of an asset allocation. You bring strong experience either from an RIA, family office, or private bank of Private Markets Portfolio construction. You have your CFA or are in progress. Your CAIA would be beneficial but not required. This is an on-site position in St. Pete, FL Asset Classes: private equity, private credit, real estate, and venture capital. ill-liquid alternatives Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.

Keywords: , Greater Carrollwood , Private Markets Portfolio Manager - HNW and UHNW clients, Accounting, Auditing , Saint Petersburg, Florida