Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with Ultra-High Net Worth Clients, so experience working with these types of clients will be imperative.

In the role, you will be responsible for:

• Asset Allocation Analysis and providing Investment recommendations
• Estate and Financial Planning
• Managing relationships and providing tailored investment analysis to Ultra-High Net Worth clients
• Prepare and rebalance client balance sheets
• Equities Trading, Options trading

Qualifications:

• Bachelors Degree in Business, Finance, Economics, or similar
• Experience working with Ultra-High Net worth investors is required
• Asset Allocation experience is required
• We are open to speaking with candidates ranging from 2-8 years of experience.