Private Markets Portfolio Strategist
Socket.dev
StepStone Private Wealth is seeking a Portfolio Specialist to translate investment expertise into advisor-ready insights. You will develop fund commentary, market updates, and educational materials for advisors, home offices, and internal teams. The role partners with portfolio management, sales, marketing, and product teams to enhance client outcomes and asset growth. The position requires a Bachelor's degree (MBA/CFA/CAIA preferred), Series 7 and 63 (or within 12 months), and 2–5 years in #J-18808-Ljbffr Socket.dev
Vacancy posted 2 days ago
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