Senior Associate, Investment Management

About this position

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.

We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.

Syon Capital is an SEC-registered investment advisor.

We're looking for an analytical, detail-oriented professional who thrives in a team-oriented culture and is committed to exceptional client service. The ideal candidate takes ownership of outcomes with minimal supervision, stays engaged with market trends and economic conditions, and understands how they translate into thoughtful portfolio action. This person is highly organized, able to manage multiple accounts, strategies, and asset classes, and brings a proactive problem-solving mindset that helps anticipate issues before they become client-facing.

Just as important, they contribute to a friendly, supportive, and collaborative team environment.

• Manage trading for client portfolios across public market trading. Turn investment strategy from the CIO and investment committee into clear trade lists, execution plans, and rebalancing schedules. Handle client-specific needs such as selling concentrated stock positions, tax-loss harvesting, hedging, options strategies, and 10b5-1 plans.
• Liaison between broker-dealer, custodian, and counter party relationships, overseeing best-execution practices, transaction cost analysis, and trading venue selection, and maintaining the trading technology stack (e.g., Black Diamond, iRebal).
• Monitor market conditions, liquidity, and volatility to inform trade timing and sizing, and maintain and enforce trading policies, procedures, and controls in line with firm policy and applicable regulatory requirements
• Own portfolio analytics and reporting for public market holdings, including performance attribution, exposure and risk analysis, and benchmark comparisons, for both trading decisions and investment committee reporting.
• Cross-train the Senior Associate (Backup Trading & Private Markets) on trading execution for coverage purposes, partner with client-facing advisors on account-specific trading and liquidity needs and contribute to the evaluation and selection of investment products and hedging instruments used in public market strategies.

• 5 to 10 years of prior experience in trading equities, fixed income, and options in an RIA or family office setting
• Series 65
• CFA or CAIA not required, but a plus
• Working knowledge of portfolio accounting and rebalancing platforms (Black Diamond and/or iRebal strongly preferred), custodial trading interfaces (e.g., Schwab, Fidelity, Pershing), and portfolio analytics (performance attribution, exposure/risk analysis, benchmark reporting).
• The ability to meaningfully contribute to problem solving
• Advanced level knowledge of Microsoft Outlook
• Exceptional verbal and written communication skills

• We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills, and qualifications. The base salary range for this position starts at $120,000 to $160,000. This position is also eligible for an annual discretionary bonus.

• Comprehensive medical, dental, and vision plans
• 401(k) with 4% company match
• Employee Investment Program
• Flexible paid time off
• Hybrid schedule:
  Friday and 3 holiday weeks remote
• Continuing reimbursement for relevant licenses
• Quarterly lunch and learns
• Quarterly team social events
• Hybrid/remote setting-In office Monday through Thursday, from 8:00 AM to 4:00 PM and Friday WFH

Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color,…