Private Asset Specialist -Series 7 License
Private Asset Specialist -Series 7 License
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USD 120 - 180
1 Vacancy
Job Description
Are you passionate about tailoring investment strategies and managing diverse portfolios for highnetworth individuals Join our team as a Private Asset Specialist Alternative Investments where youll have the opportunity to work with a dynamic group of professionals in Fort Lauderdale FL.
Tasks
Key Responsibilities:
- Portfolio Management: Build and oversee a $600MM book of business by constructing and managing investment portfolios tailored to individual client goals and risk tolerances.
- Investment Analysis: Perform indepth analysis of various investment vehicles including stocks bonds private equity hedge funds and alternative investments ensuring optimized portfolio performance.
- Strategic Advisory: Advise clients on noncorrelated real estate ventures private equity investments oil & gas opportunities and Direct Participation Programs (DPPs) offering preIPO investment insights to diversify portfolios.
- Risk Assessment: Develop detailed client suitability analyses implement hedging strategies to mitigate risk and conduct Sharpe ratio assessments for evaluating riskadjusted returns.
- Collaborative : Partner with the investment banking division to facilitate assetlinked structured products and preIPO offerings ensuring seamless delivery of complex financial solutions.
Requirements
Qualifications:
- Proven experience in private asset management or related fields.
- Series 7 License (Required or Willing to Obtain)
- Strong understanding of alternative investments including private equity real estate and hedge funds.
- Excellent analytical skills and the ability to conduct detailed risk assessments and portfolio evaluations.
- Exceptional communication and relationshipbuilding skills for highnetworth clientele.
- Proficiency with advanced financial tools and investment analysis software.
Benefits
Job Type: Fulltime
Pay: $120000.00 $200000.00 per year
Compensation Package:
- Bonus opportunities
- Commission pay
Why Join Us
- Opportunity to work with a dedicated team of financial experts.
- Engage with ultrahighnetworth clients on innovative investment solutions.
- A collaborative work environment focused on professional growth and excellence.
If youre ready to elevate your career in alternative investments and private asset management we invite you to apply. Lets work together to provide unparalleled investment strategies and services to our esteemed clientele.
Employment Type
Full Time
