Private Markets - Portfolio Manager
Listed on 2026-03-07
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Finance & Banking
Corporate Finance, Financial Consultant
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This Jobot job is hosted by:
Katrina McFillin. Salary: $160,000 – $185,000 per year.
We are a leading wealth management platform for independent financial advisors, focused on putting our clients first and giving independence back to advisors. We are in hyper‑growth mode, founded just under 15 years ago with $110B in AUM and a goal to reach $500B in the next 3 years.
Benefits- Comprehensive health, dental, and vision plan
- HSA with company contributions
- Unlimited PTO
- 401(k) + Company match
- Paid Paternity Leave
- Base + Bonus + Equity
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 are in the process of completing your CFA and/or CAIA and are willing to relocate to Florida.
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