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Investment Strategist

San Francisco, California, United States

About the role: 

The Investment Strategist at Unison is responsible for creating client material and presenting that material to clients, onboarding clients, doing analyses as well as balancing other possible tasks and still remaining focused on deadlines. The successful candidate will work directly with Investment Management clients, the sales team and the portfolio management team. This role provides analytical work  in the areas of investments, cash strategies (liquidity), options analysis, asset allocation and performance analysis.

This is a hybrid position with a requirement of 3 full days in our San Francisco, California office. 

Responsibilities: 

  • Maintain a target list of all industry conferences
  • Construct client investment presentations.
  • Maintain Institutional Sales and Marketing master client list via Salesforce
  • Build use cases for Unison’s assets with an understanding of how clients can use our asset and implement strategies
  • Be an expert on our company culture and brainstorm ways to reflect this in your team
  • Collaborate with Unison’s internal Portfolio Management, Research, Operations, Compliance/Legal and Consumer Teams
  • Monitor portfolio for alignment to goals-based investment policy, client suitability and regulatory compliance.
  • Collaborate on investor-facing research and presentations to support the institutional sales and marketing effort
  • Become a SME on liability-driven investment strategy and ESG investing
  • Partner with internal stakeholders such as Research, Portfolio Management and Investment Operations to understand Unison’s business and deliver client solutions
  • Evaluate prospect and client portfolios including performance, risk, allocation, tax and/or attribution analysis.

About you: 

  • BA in a quantitative field or related discipline
  • Have a broad investment knowledge of equity, fixed income and real estate asset classes and portfolio design.
  • 3+ years wealth management experience
  • Successful long-term track record of successfully selling alternative investments to pension funds in the US and Canada.
  • Proficiency in Google applications, Microsoft Office, Salesforce CRM, Preqin and Bloomberg.
  • Ability to effectively explain complex investment strategies in understandable terms.
  • Impeccable detail orientation skills, flexibility, and self-motivation
  • Ability to effectively explain complex investment strategies in understandable terms.
  • Experience with client-facing presentations

 

Why join us? 

The Unison team draws on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.

Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.

 

About us:
Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.

The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.

Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.

 

We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.

 

Pursuant to California Labor Code § 432.3, the salary range for this position is [$100,000 - $130,000]. This range reflects the base salary that the Company reasonably expects to pay for the role. Actual compensation may vary based on factors such as relevant experience, skills, qualifications, and geographic location. Additional compensation may include bonuses, commissions, equity, or other benefits.

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