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Unison · 1 day ago

Investment Strategist

San Francisco, CA

Full-time

Hybrid

Mid Level

3+ years exp

Unison is a San Francisco-based company pioneering a smarter way to own your home. They are seeking an Investment Strategist Analyst to support their Institutional Sales & Marketing team by providing analytical support, developing client portfolio analysis, and being involved in capital market transactions to grow Unison's assets under management.

Financial ServicesFinTechReal Estate Investment

Growth Opportunities

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

Qualification

Portfolio managementCapital marketsAnalytical supportSalesforceMicrosoft ExcelBloombergWritten communicationVerbal communicationAttention to detailSelf-starter

Required

BA in a quantitative field or related discipline

3+ years work experience relating to portfolio management or capital markets

Outstanding written and verbal communication skills

Enthusiastic, independent self-starter with the ability to perform well under pressure

Strong attention to accuracy and detail

Preferred

Additional experience in investment banking, private equity, real estate finance or alternative investments

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