Private Wealth, Portfolio Strategist Real Assets, Vice President
Core
Drive growth of private real assets offerings (triple net lease, digital infrastructure, real estate finance) for global private banks and wealth management firms.
Role type
Vice President, Portfolio Strategist (Real Assets)
Builds
Private wealth investment products and strategies
Domain
Real Estate / Private Markets / Asset Management
Deliverable
client delivery
Required skills
Real estate investment expertise, market analysis, client presentation, competitive positioning, cross-functional collaboration, regulatory knowledge
Preferred skills
CFA/CAIA/MBA, European languages
Technologies
None stated
Responsibilities
Present investment content to clients and stakeholders, support fundraising channels with market insights, maintain relationships with investment teams, analyze competitive landscape, develop sales and educational content, evaluate new investment strategies
Seniority
Vice President, senior IC with strategic client focus