Sales Strategist, Unison Home Ownership Investors
3 days a week in office
Home-ownership investment provider
Job no longer available
Home-ownership investment provider
101-200 employees
Job no longer available
3 days a week in office
101-200 employees
Company mission
To provide the missing products and expert advice that empowers our customers to optimally own a home or invest in the asset class of Residential Real Estate.
Role
Who you are
- The ideal candidate will possess a blend of quantitative skills, strong communication abilities, and a collaborative spirit to work effectively across various internal teams, and will also provide ad-hoc support to the broader Investment Strategy team as needed
- Bachelor's degree in Business, Finance, Economics, Mathematics, or a related quantitative field
- 1-3 years of experience in investment management, financial services, or a related field
- Basic understanding of portfolio management principles
- Knowledge of financial markets and investment products
- Strong quantitative skills and experience with data analysis
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely
- Strong attention to detail and organizational skills
- Ability to work independently and as part of a team in a fast-paced environment
- Familiarity with financial data platforms such as Bloomberg
- Analytical Thinking
- Communication (Written & Verbal)
- Collaboration & Teamwork
- Attention to Detail
- Problem-Solving
- Time Management
What the job involves
- We are seeking a highly motivated and detail-oriented Sales Strategist to join Unison Investment Management
- This role will be pivotal in directly supporting the VP of Business Development and Investment Strategy with the delivery of customized investment strategy materials, client-requested deliverables, and presentation creation
- Develop and update client presentations, investment reports, and other marketing materials, ensuring accuracy and consistency with firm branding and messaging. This process will include significant internal collaboration to gather necessary information from various departments
- Prepare and maintain performance reports, attribution analyses, and other quantitative data for client presentations
- Produce high-quality deliverables that effectively communicate complex investment concepts to diverse audiences
- Work with a third-party compliance team to ensure all prepared materials meet regulatory standards and receive necessary approvals
- Act as a liaison between investment teams and client-facing teams to ensure alignment on client needs and expectations
- Work cross-functionally with investment strategy, data science, research analysts, sales, and client service teams to gather information and finalize client-requested deliverables
- Coordinate and manage project timelines to ensure timely delivery of client materials
- Conduct quantitative analysis to support investment strategy development and performance reporting
- Assist in the development and maintenance of investment models and databases
- Perform data analysis and interpretation to identify trends and insights relevant to client portfolios
- Perform basic calculations such as standard deviation, mean, variance, and correlation
- Monitor market trends and economic indicators to provide insights for investment strategy development and client communications
- Conduct research on investment products and strategies to support the development of new offerings
- Interpret basic statistical data and graphs
- Identify and implement process improvements to enhance efficiency and accuracy in client reporting and presentation development
- Maintain documentation and procedures related to client deliverables
Our take
Unison is a San Francisco-based home investment company that allows customers to exchange cash for a share in the depreciation or appreciation of their home. With no monthly payments, no interest, and no extra debt, Unison aims to make it easier for homeowners to finance their life goals without the burden of debt.
Unlike traditional home equity loans, Unison offers customers a cash payment of up to 17.5% of the current market value of their home (up to $500,000) in the form of a co-investment. So far, the company has invested in tens of thousands of homes over 30 different states, having now invested in homes that, together, are valued at over $8.8B.
There are a number of competing co-investment companies based in California, and demand has increased tenfold since the start of the pandemic, but Unison continues to have the upper hand due to its long maximum term (30 years), high cash payouts, and quick and easy funding and eligibility process.
Freddie
Company Specialist at Welcome to the Jungle
Insights
68% employee growth in 12 months
Company
Funding (2 rounds)
Jun 2021
$210m
LATE VC
Jun 2018
$40m
SERIES B
Total funding: $250m
Company benefits
- Generous PTO
- Parental Leave
- Volunteer Days
- 100% Employer Paid Health Coverage
- Additional Sick Days
- $2K Yearly Learning Stipend
- Monthly 1/2 Day Off for Development
Company HQ
Chinatown, San Francisco, CA
Leadership
Thomas Sponholtz
(CEO & Chairman)Thomas has more than twenty years of experience building large-scale consumer finance and investment management businesses at companies such as Barclay’s Global Investors, where he managed the $28 billion residential mortgage portfolio
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