What are the responsibilities and job description for the Portfolio Manager position at Jobot?
Wealth Tech Company Overview
Our company specializes in supporting independent registered investment advisors by providing cutting-edge technology, CRM solutions, investment platforms, practice management tools, M&A strategies, and capital guidance.
Mission-Driven Culture
We are a growing startup founded under 10 years ago, driven by our mission to empower advisors and put clients first. Our commitment to excellence has led us to surpass 100 billion dollars in assets under management.
Benefits
We offer a comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, unlimited paid time off, and an annual bonus of 20%-25%.
Job Summary
This role is integral to our investment management arm, responsible for delivering and servicing the investment platform to our network of advisors. The team provides outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. This position is based in St. Pete's, FL.
Our company specializes in supporting independent registered investment advisors by providing cutting-edge technology, CRM solutions, investment platforms, practice management tools, M&A strategies, and capital guidance.
Mission-Driven Culture
We are a growing startup founded under 10 years ago, driven by our mission to empower advisors and put clients first. Our commitment to excellence has led us to surpass 100 billion dollars in assets under management.
Benefits
We offer a comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, unlimited paid time off, and an annual bonus of 20%-25%.
Job Summary
This role is integral to our investment management arm, responsible for delivering and servicing the investment platform to our network of advisors. The team provides outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. This position is based in St. Pete's, FL.
