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Investment Strategist

San Francisco, California, United States

About the role:

Unison is seeking an Investment Strategist Analyst within our Investment Management business to support our Institutional Sales & Marketing team in all aspects of the deal making process. You will work closely with colleagues throughout the organization to provide analytical support in developing client portfolio analysis and being integrally involved in capital market transactions with the ultimate goal of helping grow Unison’s assets under management and ensuring client satisfaction with a high level of service.

 

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

 

Responsibilities:

  • Partner with internal stakeholders such as Research, Portfolio Management and Investment Operations to understand Unison’s business and deliver client solutions
  • Lead the preparation, structuring, and management of capital markets deals, ensuring execution aligned with strategic objectives.
  • Perform in-depth portfolio analysis and modeling to support the development and customization of client portfolio solutions.
  • Monitor and analyze global capital markets and macroeconomic developments to inform investment strategies and client messaging.
  • Collaborate on investor-facing research and presentations to support the institutional sales and marketing effort
  • Maintain a target list of all industry conferences
  • Maintain Institutional Sales and Marketing master client list via Salesforce
  • Interact with media outlets to deliver Unison’s messaging
  • Help manage relationships with investors such as pension plans, insurance companies, investment managers, family offices, and other institutional investors

 

About you:

  • BA in a quantitative field or related discipline
  • 3+ years work experience relating to portfolio management or capital markets. Additional experience in investment banking, private equity, real estate finance or alternative investments is a plus
  • Outstanding written and verbal communication skills
  • Enthusiastic, independent self-starter with the ability to perform well under pressure
  • Strong attention to accuracy and detail
  • Experience with SalesForce or similar CRM tools strongly preferred
  • Proficiency in Microsoft Office with extensive experience in Microsoft Excel and PowerPoint, Salesforce, Bloomberg, and Google Docs/Sheets/Slides preferred

 

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.

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