Investment Management Professional

2 days ago

San Francisco, California, United States Syon Capital Full time
About Syon Capital

Syon Capital is a 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, 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.

What We're Looking for

We thrive on a team environment and dedication to serving our clients. If you are:

  • Analytical and enjoy working with numbers
  • Possess a natural interest in current market trends and economic forecasts
  • Strive for problem prevention and are a natural problem solver
  • Follow through and complete tasks with minimal supervision
  • Seek challenges and enjoy finding innovative solutions
  • Focus on detail and accuracy
  • Are highly organized and multitask with ease
  • Are resourceful and pursue inquiries until clear and logical answers are attained
  • Desire to learn and grow within the investment management team
  • Are committed to promoting a friendly and supportive work environment
Primary Responsibilities

As a key member of our Investment Management team, you will:

  • Experience with firm-wide trading and portfolio rebalancing, with Black Diamond and iRebal Rebalancer software experience preferred
  • Assist senior members of the Investment Management team with custom portfolio construction and implementation, strategy changes, and deployment schedules
  • Develop a deep understanding of proprietary portfolio models, asset classes, investment products, and process
  • Provide security-level or company-level analysis of investments as requested by clients and internal teams
  • Participate in client-directed equity, fixed income, and option trading
  • Prepare client balance sheets and performance reports
  • Manage performance reporting for external private investments
  • Perform ad hoc analyses for clients' financial and estate planning needs
  • Prepare subscription agreements for alternative investments
  • Work with Client Service teams on client-directed cash raises and new cash deployments
  • Monitor client portfolios for cash drag and tax-loss harvesting opportunities
  • Review proprietary portfolio holdings for enhancement opportunities and present ideas to senior Investment Management associates
Requirements

To be successful in this role, you will need:

  • Bachelor's degree and 2+ years of professional work experience
  • Black Diamond or other portfolio rebalancer experience preferred
  • Working knowledge of Microsoft Excel
  • Experience with securities and portfolio analysis
  • Strong interest in investments and portfolio management
  • Detail-oriented and analytical
  • Responds to client communications within 24 hours with most responses within the same day, if possible
  • Active Series 65 license (or equivalent) required, or must attain within 3 months

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