The successful candidate will work side-by-side with an experienced and established private wealth manager through all facets of private wealth management. This is a team.
Responsibilities will include researching and discovering new investment opportunities in both the public and private markets. This includes public equities and debt, private investments, and alternative investments. The successful candidate will gain much experience doing due diligence on potential private investments.
Additional responsibilities include:
Investment Portfolio Curation
Alternative Investment Due Diligence
Client Management & Development
On the client management side, the successful candidate is seeking experience in portfolio asset allocation. The new team member will assist in creating specific portfolio asset allocations and setting up the appropriate account structures.
A background in marketing is extremely attractive in an applicant. We are looking to expand our marketing efforts extensively, and would like to craft an innovative, unique marketing strategy that will distinguish our firm from the competition. If an applicant has an expertise in marketing, they will be instrumental in crafting this strategy.
Existing securities industry licenses are not required to start in this position, but are helpful. Successful candidate’s without these licenses will be strongly encouraged to pursue them after starting work.
BBA, MS MARK, MS FINA