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Investment Strategy Analyst

Unison Home Ownership Investors

Unison Home Ownership Investors

This job is no longer accepting applications

See open jobs at Unison Home Ownership Investors.
San Francisco, CA, USA
Posted on Friday, June 23, 2023

Our Mission

Unison Investment Management delivers efficient and scalable investment opportunities into the largest asset class in the world: owner-occupied residential real estate. The equity in owner-occupied residential real estate represents a $29T asset that is nearly absent from institutional investors portfolios. This untapped asset class presents a unique opportunity to develop a new market that is also a core asset. Unison is the leader and pioneer in this space and our vertically integrated investment and financial technology platform has originated over 10,000 investments in residential real estate in the US. We have been investing in real estate and managing funds since 2004 and have exposure to over $6.4B in owner-occupied residential properties.

Your Mission

The Investment Strategy Analyst at Unison is responsible for creating client material and presenting that material to clients, onboarding clients, doing analyses as well as balancing other possible tasks and still remaining focused on deadlines. The successful candidate will work directly with Investment Management clients, the sales team and the portfolio management team. This role provides analytical work in the areas of investments, cash strategies (liquidity), options analysis, asset allocation and performance analysis.

About You

You are passionate about real estate, fascinated by investment management, and Interested in FinTech. Unison is uniquely positioned to revolutionize home financing and real estate investing. For homeowners, Unison offers a smart new way to own homes through equity partnerships. For investors, Unison Investment Management is creating a brand-new asset class through cutting-edge property valuation and credit decisioning technologies.

Within 1 month, you’ll:

  • Partner with internal stakeholders such as Research, Portfolio Management, and Investment Operations to understand Unison’s business and deliver client solutions
  • Evaluate prospect and client portfolios including performance, risk, allocation, tax and/or attribution analysis.

Within 3 months, you’ll:

  • Be an expert on our company culture and brainstorm ways to reflect this in your team
  • Collaborate with Unison’s internal Portfolio Management, Research, Operations, Compliance/Legal and Consumer Teams
  • Monitor portfolio for alignment to goals-based investment policy, client suitability and regulatory compliance.
  • Collaborate on investor-facing research and presentations to support the institutional sales and marketing effort
  • Become a SME on liability-driven investment strategy and ESG investing

Within 6 months, you’ll:

  • Maintain a target list of all industry conferences
  • Construct client investment presentations.
  • Maintain Institutional Sales and Marketing master client list via Salesforce
  • Build use cases for Unison’s assets with an understanding of how clients can use our asset and implement strategies

Your Skillset

  • BA in a quantitative field or related discipline
  • Have a broad investment knowledge of equity, fixed income and real estate asset classes and portfolio design.
  • 3+ years wealth management experience
  • Successful long-term track record of successfully selling alternative investments to pension funds in the US and Canada.
  • Proficiency in Google applications, Microsoft Office, Salesforce CRM, Preqin and Bloomberg.
  • Ability to effectively explain complex investment strategies in understandable terms.
  • Impeccable detail orientation skills, flexibility, and self-motivation
  • Ability to effectively explain complex investment strategies in understandable terms.

Unison team members are working a hybrid work schedule. This position requires work onsite 2-4 days per week, depending on home office location. All applicants must be available to work onsite for the minimum days required.

We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.

Why Unison?

  • See The Long Now - We invest in your professional development through an in-house Learning and Development program providing paths for individual contributors and managers. We also provide external resources, giving each team member $2k annually for learning opportunities. Each month you will also have a half day off to learn and grow on your own.
  • Demonstrate True Grit - We know our team works hard, so we encourage a work life balance through generous PTO (20+ days), sick days (5), parental leave (12 weeks), and additional days off for mental health, volunteering, blood donation, and more.
  • In Unison, Together - Each quarter our team says the same thing - the best part about working at Unison is our Culture! We take culture seriously and pride ourselves on having fun while succeeding. We have regular company events, swag giveaways, and encourage our team’s involvement through our Fun Committee and Diversity, Equity, and Inclusion (DEI) Committee.

Salary Range:

The base salary range for this role is $95,000 to $120,000 and the job duties must be performed from our San Francisco, CA office. This range does not include bonus potential, equity, or additional benefits that the company may provide. Unison offers a competitive total rewards package that includes company-paid health benefits, a 401k program, commuter benefits, as well as employee assistance programs.

The base salary offered will be determined by a wide array of factors such as experience, skills, certifications, and education. Decisions will be determined on a case-by-case basis.

About Us

Unison is a San Francisco, CA and Omaha, NE based fintech company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.

The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 8K customers through our HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.

Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.

This job is no longer accepting applications

See open jobs at Unison Home Ownership Investors.