Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Markets Portfolio Expert

StepStone Group

StepStone Group is seeking a Portfolio Specialist to support growth and servicing of the private wealth platform by translating investment expertise into actionable insights for financial advisors and internal stakeholders. You will be a subject matter expert on private markets and evergreen funds, partnering with portfolio management, sales, fund accounting, and marketing to enhance client outcomes and asset growth. Travel may be required and a strong background in private markets is essential. #J-18808-Ljbffr StepStone Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Markets Portfolio Expert in San Diego, CA vacancy
  •  ...in San Diego, CA is seeking a Portfolio Specialist to support growth and servicing of the private wealth platform. You will translate...  ..., acting as a subject matter expert on evergreen funds and the...  ..., sales, fund accounting, and marketing, you will help enhance client... 
    Private

    InforCapital

    San Diego, CA
    4 days ago
  • 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... 
    Private
    Home office

    Socket.dev

    San Diego, CA
    3 days ago
  • $95k - $115k

    VC Stack in San Diego is seeking a Portfolio Management Associate to evaluate investments and support portfolio construction. The role requires strong financial modeling skills, proficiency in Python and Excel, and the ability to work independently while communicating complex... 
    Private

    VC Stack

    San Diego, CA
    4 days ago
  • StepStone Group, a global private markets specialist, offers a Summer Internship in Portfolio Management focused on analytics, modeling, and data-driven decision support. You will engage in portfolio construction, valuation, and research, while contributing to Python and... 
    Private
    Summer work
    Summer internship

    StepStone Group

    San Diego, CA
    2 days ago
  • StepStone is seeking summer interns for the Portfolio Management team to work on core workflows, supporting portfolio construction, quantitative modeling, valuation and data-driven research in private markets. You will assist in developing Python and Excel tools for active... 
    Private
    Summer work
    Summer internship

    stepstone.fr

    San Diego, CA
    4 days ago
  • $110k - $130k

    Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary...  ...allows the firm to tailor each client’s portfolio, minimizing the effects of tax and...  ...You'll Do:We’re seeking an experienced Marketing Event Strategist to help design, plan, and... 
    Private
    Full time
    Temporary work
    Work at office

    Alliance Bernstein

    San Diego, CA
    6 hours ago
  •  ...StepStone is seeking an Analyst to join the Portfolio Analytics and Reporting (SPAR) team in San Diego. You will support high‑quality portfolio reporting and data analytics for private markets clients, collaborating with client service teams and other departments. Responsibilities... 

    Stepstone

    San Diego, CA
    1 day ago
  • StepStone Group is seeking a Senior Associate for SPAR (Portfolio Analytics & Reporting) Client Service to deliver portfolio analytics and reporting for private markets clients. You will collaborate with leadership and cross-functional teams to provide high-quality client... 

    StepStone Group

    San Diego, CA
    20 hours ago
  • # Portfolio SpecialistStepStone GroupAssociateFund of FundsOn-siteLocationSan Diego, United...  ...the Role**StepStone Group — a global private markets specialist — is hiring a Portfolio...  ...internal stakeholders- Act as subject matter expert on private market evergreen funds and... 
    Private
    Home office

    InforCapital

    San Diego, CA
    4 days ago
  • StepStone Group is seeking a Senior Associate in Client Services to manage client relationships and provide portfolio analytics for private markets investments. The role involves collaboration across departments to ensure high-quality reporting and client satisfaction,... 
    Private

    Growth Equity Interview Guide

    San Diego, CA
    3 days ago
  •  ...Job Description Due to continued growth, we are seeking a Portfolio Manager to join our Construction Lending team. This role is responsible...  ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy... 
    Private
    Work at office

    Insight Global

    San Diego, CA
    1 day ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated...  ..., AZLas Vegas, NVThis position may sit in additional major market locations within the Wells Fargo footprint.Pay... 
    Private
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    San Diego, CA
    6 hours ago
  • $68k - $70k

    Stepstone.fr in San Diego is seeking an Analyst to join their Portfolio Analytics and Reporting team. The role involves client reporting, data analyses, and collaboration with client service teams to fulfill reporting duties effectively. Candidates should have a Bachelor... 
    Private

    stepstone.fr

    San Diego, CA
    4 days ago
  • $30 per hour

     ...We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights...  ...Research Data Processing and Governance Team within StepStone’s Portfolio Management department. The person will assist with data... 
    Private
    Work experience placement
    Internship

    Stepstone

    San Diego, CA
    4 days ago
  • $300k

     ...leading complex and confidential investigations for both public and private sector clients across California. The successful candidate will...  ...employers as needed Maintain and expand an existing client portfolio while developing long-term strategic relationships Oversee... 
    Private
    Visa sponsorship

    Bryant Staffing Solutions

    San Diego, CA
    1 day ago
  • Bernstein Private Wealth Management in San Diego, CA seeks a Manager of Client Services to lead the sales support and client service functions...  ...policies and risk management, and collaborating with portfolio management, legal and operations to drive client outcomes. #J-... 
    Private
    Local area

    AllianceBernstein

    San Diego, CA
    20 hours ago
  • $30 per hour

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights...  ...answers our clients need to succeed. The team you’ll join The Portfolio Management team at StepStone serves as a central resource for... 
    Private
    Work experience placement
    Summer work
    Internship
    Summer internship

    StepStone Group

    San Diego, CA
    2 days ago
  • $85k - $125k

    Position Overview The Portfolio Specialist supports the growth and servicing of StepStone Private Wealth's private markets platform by translating investment expertise into actionable...  ...Specialist acts as a subject matter expert on private market evergreen funds, the competitive... 
    Private
    Work experience placement
    Home office
    Shift work

    Socket.dev

    San Diego, CA
    4 days ago
  •  ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to... 
    Private
    Temporary work
    Work experience placement
    Bank staff
    Local area

    JP Morgan Chase

    San Diego, CA
    2 days ago
  • $72k - $77k

     ...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm...  ...to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth... 
    Private
    Flexible hours

    AllianceBernstein

    San Diego, CA
    4 days ago
  • $75k - $85k

     ...creative, strategic, and highly organized Marketing & Business Development Manager to lead marketing efforts across our growing portfolio of restaurants and hospitality concepts...  ...marketing and business development efforts for private events, holiday parties, group dining,... 
    Private
    Full time
    Casual work
    Seasonal work
    Local area
    Night shift
    Weekend work

    OMG Hospitality Group

    San Diego, CA
    1 day ago
  • $20 per hour

     ...Join us and play an important part on our incredible team! As a Marketing Coordinator, you will enthusiastically represent United Parks &...  ...a community relations strategy with a focus on public and private school outreach, environmental, animal care and sustainability... 
    Private
    Hourly pay
    Part time
    Work at office
    Shift work
    Night shift
    Day shift
    Afternoon shift

    SeaWorld Parks & Entertainment

    San Diego, CA
    20 hours ago
  •  ...offering tools, capital, and expert guidance for clients at every...  ...time investors to experienced portfolio builders. Services include...  ...interest business credit, and private lending tailored to client goals...  ..., private capital, and off‑market deals, the firm positions itself... 
    Private
    Full time
    Work at office
    Remote work
    Work from home

    Key Real Estate Capital

    San Diego, CA
    5 days ago
  • $108k - $117k

     ...of Client Services to join Bernstein's Private Wealth Management office in San Diego, CA...  ...leadership in other business units (i.e. portfolio management, legal, operations, etc.) to...  ...investors, and private‑wealth clients in major markets around the globe. With over 4,000... 
    Private
    Work at office
    Flexible hours

    AllianceBernstein L.P.

    San Diego, CA
    4 days ago
  •  ...Responsibilities Represent emerging growth companies including start‑ups, venture capital funds, and private equity investors in corporate transactions Advise clients on venture capital financings Counsel founders, executives, boards of directors, and venture capital partners... 
    Private

    Liberty Personnel Services, Inc.

    San Diego, CA
    3 days ago
  •  ...Responsibilities Represent emerging growth companies including start‑ups, venture capital funds, and private equity investors in corporate transactions Advise clients on venture capital financings Counsel founders, executives, boards of directors, and venture capital partners... 
    Private

    Liberty Personnel Services, Inc.

    San Diego, CA
    2 days ago
  • $87k - $93k

    Portfolio Associate - SMA/Municipals page is loaded## Portfolio Associate - SMA/Municipalslocations...  ...with deep expertise across public and private markets. We invest our clients’ capital across...  ...:*** Extensive exposure to industry experts within Portfolio Management and across... 
    Private
    Work experience placement
    Flexible hours

    PIMCO Europe Ltd.

    San Diego, CA
    2 days ago
  •  ...Vice President, Capital Markets About the Company Leading independent power producer building a portfolio of solar, battery storage, and wind assets. Industry Utilities Type Privately Held, Private Equity-backed About the Role The Company is seeking... 
    Private

    Confidential

    San Diego, CA
    1 day ago
  • Western Alliance Bank, a subsidiary of Western Alliance Bancorporation, seeks a Vice President, Portfolio Manager - Mid Market. You will analyze, underwrite, and coordinate closing of complex loans, ensuring adherence to lending policies and regulatory requirements. You... 

    Western Alliance Bancorporation

    San Diego, CA
    4 days ago
  • $105k - $120k

     ...Services - Reporting & Analytics La Jolla We are global private markets specialists delivering tailored investment solutions,...  ...Position Overview The Senior Associate of SPAR (StepStone Portfolio Analytics & Reporting) Client Service is responsible for providing... 
    Private
    Work experience placement

    StepStone Group

    La Jolla, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Markets Portfolio Expert. Be the first to apply!