Investment Strategist
Unison(1 month ago)
About this role
The Investment Strategist at Unison provides analytical and client-facing investment expertise to support institutional clients and internal stakeholders. The role bridges Investment Management, Sales, and Portfolio teams to inform product positioning and client solutions. This is a hybrid role based in San Francisco with a three-day onsite requirement.
Required Skills
- Client Presentations
- Client Onboarding
- Investment Analysis
- Liquidity Strategies
- Options Analysis
- Asset Allocation
- Performance Analysis
- Conference Management
- Salesforce
- Research Collaboration
+13 more
Qualifications
- BA in Quantitative Field
About Unison
unisonglobal.comUnison is a federal government software provider that uses AI-driven tools to simplify the complexities of federal business. Its platform serves federal agencies, program offices, and government contractors to streamline operations, increase transparency, and improve accountability. Unison focuses on modernizing government workflows and program oversight to help teams deliver and manage programs more effectively worldwide.
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