Director, Investment Management

4 weeks ago


San Francisco, United States Syon Capital Full time
  • Syon Capital is a dynamic and highly regarded multi-family office (headquartered in San Francisco) serving ultra-high net worth clients.
  • Monitor critical macroeconomic issues for their potential impact on risk portfolios and other proprietary investment strategies
  • Lead the development, deployment, and evaluation of proprietary investment strategies including but not limited to ETF-based diversified risk portfolios, income-driven options strategies, alternative investments and custom strategies based on clients’ goals
  • Actively identifies, researches, and evaluates new investment opportunities for possible selection to satellite portfolios (e.g., hedging and opportunistic portfolios)
  • Deep knowledge and experience with trading of equity, fixed income, alternative investments and options and other derivatives
  • Experience with rebalancer tools in Schwab Advisor Center and Black Diamond are preferred
  • Bachelor’s degree in Finance, Economics or related fields is required, and CFA, CIMA, MBA or other advanced degrees are preferred
  • Experience with Schwab Advisor Center, Right Capital, Black Diamond are preferred


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