Associate, Investment Management (San Francisco)

Who We Are

Dynamic and highly regarded multi-family office serving ultra-high net worth families and individuals. We provide a wide range of financial services for our clients including investment, financial and legacy planning, lending strategy and management, and family office services. We foster a creative environment where our team members contribute their ideas, build relationships and effectively apply technology.

We offer comprehensive benefits including medical, dental, and vision insurance, and a 401k matching plan. We value the importance of work/life balance and will consider hybrid work schedules, offer flexible vacation and other paid time off options including a sabbatical program. We provide robust training and career path opportunities to enable you to grow with us.

Equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. 

SEC-registered investment adviser (RIA)

Who We’re Looking for

Our culture thrives on the team environment and dedication to serving our clients.

·5 years of experience with managing risk portfolios and fundamental and technical analyses·Experience with leading investment discussions and portfolio performance reviews with sophisticated clients·Proven track record of error-free trading with securities and derivatives·Strong understanding of capital markets, investing and asset allocation principles·Strong analytical, writing, and presentation skills, as well as the ability to think critically and communicate in a concise, organized manner·Proactively engage in problem prevention in addition to problem solving·Loves challenges and finding innovative solutions·Process driven with hyper attention to detail·Natural leader with genuine interest in helping team members grow ·Hyper attention to detail, accurate, and self-motivated·Helps to promote a friendly and supportive work environment

Primary Responsibilities

·Oversee the development, deployment, and evaluation of proprietary portfolio models·Serve as technical resource for investment/portfolio-related inquiries by internal teams ·Lead quarterly/annual/ad hoc meetings with clients to review client portfolios, performance, and help develop strategies and custom investment solutions as necessary ·Mentor analysts and associates on the Investment Management team ·Serves as a contributing member of the investment committee in reviewing and evaluating investment ideas, trends and strategies across all assets ·Assist senior leadership with evaluation of prospective clients’ existing portfolios and present recommendations for enhancement ·Assist with firm-wide portfolio rebalances and tax-loss harvesting projects·Manage consolidated reporting portal and workflows ·Evaluate alternative investments and supervise AI subscription and performance tracking ·Assist in recruitment and evaluation of analysts and associates on the investment management team

Experience Requirements

·Must have a strong background in public and private markets, with superior investment management skills to help with strategic asset allocation, tactical asset allocation, and alternative investment evaluations·5 years of experience with investment management either in private wealth or the RIA space·Deep knowledge of equity, fixed income and derivatives trading/strategies ·Strong proficiency with Microsoft Excel and FactSet are required and working knowledge of Addepar (or other portfolio management systems) is preferred ·Proactive and self-motivated ·Strong quantitative skills with demonstrated ability to plan, initiate, and execute complex financial and analytical reviews ·Actively identifies, researches, and evaluates new investment opportunities for possible selection to satellite portfolios (e.g. hedging and opportunistic portfolios) ·Maintains current knowledge of trends and developments affecting the public and private markets ·Excellent interpersonal and communication skills, detail-oriented, strong sense of ownership, enjoys a fast-paced environment, dedicated team player and genuine desire to help elevate junior team members ·Bachelor’s degree is required and CFA, CIMA, MBA or other advanced degrees are preferred ·Experience with Schwab Advisor Center is a plus ·All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by offer date.Reasonable accommodations will be provided for employees with religious or medical exemptions.Per CDC Guidance, individuals are considered fully vaccinated for COVID-19 two weeks (or later) after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or two weeks after they have received a single-dose vaccine (Johnson & Johnson/Janssen).