Senior Associate, Investment Management
On-site (San Francisco)
Who We Are
Dynamic and highly regarded multi-family office, headquartered in San Francisco, serving ultra-high net worth clients. We provide a wide range of financial services for our clients including investment, financial and retirement planning, lending strategy and management, and family office services. Our modern and collaborative approach to serving our clients starts with our highly valued team. 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 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.
The firm is a SEC registered investment advisor.
Who We’re Looking For
Our culture thrives on the team environment and dedication to serving our clients. Join us if you:
- Strive for problem prevention and are a natural problem solver
- Seek challenges and enjoy finding innovative solutions
- Focus on detail and are process driven
- Are resourceful and pursue inquiries until clear and logical answers are attained
- Work independently as well as part of a team
- Are committed to promoting a friendly and supportive work environment
- Are a natural leader committed to supporting the firm and team members grow
- Have a proven track record of error-free trading in securities and derivatives
- Possess strong analytical, writing, and presentation skills, as well as the ability to think critically and communicate in a concise, organized manner
Primary Responsibilities
- Oversee the development, deployment, and evaluation of proprietary portfolio models
- Serve as technical resource for investment/portfolio-related inquiries by internal teams
- Supervise and mentor analysts and associates on the Investment Management team
- Lead quarterly/annual/ad hoc meetings with clients to review client portfolios, performance, and help develop strategies and custom investment solutions as necessary
- Serve as a contributing member of the investment committee in reviewing and evaluating investment ideas, trends, and strategies across all asset classes
- Assist senior leadership with evaluation of prospective clients’ existing portfolios and present recommendations for enhancement
- Responsible for coordination of firm-wide portfolio rebalances and tax-loss harvesting projects
- Assist in recruitment and evaluation of analysts and associates on the investment management team
- Manage consolidated reporting portal and workflows
- Evaluate alternative investments and supervise AI subscription and performance tracking
Requirements
- Must have a very strong background in public and private markets, with superior investment management skills to help with strategic asset allocation, tactical asset allocation, and alternative investment due diligence
- 10+ years of experience in investment management either in private wealth management or single/multi-office
- 5+ years of experience managing people, risk portfolios and fundamental and technical analyses
- Deep knowledge of equity, fixed income, options, and derivatives trading and strategies
- Bachelor’s degree is required, and CFA, CIMA, MBA or other advanced degrees are preferred
- Sophisticated experience with Microsoft Excel and Bloomberg terminal are required and working knowledge of Addepar is preferred
- 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 satellic 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
- Proven leadership and management ability up and down an organization as a key player and coach
- 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).
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