The Investment Strategist 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. This is a hybrid position with a requirement of 3 full days in our San Francisco, California office.