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Seasonal Analyst at Syon Capital Seasonal Analyst at Syon Capital in Daly City, California Posted in about 24 hours ago.

Type:

seasonal About Us 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. Who We're Looking For We are looking for a motivated part-time summer analyst to join our client service team and help us deliver the kind of best-in-class service our clients have come to expect. This is a true hands-on opportunity where you'll partner directly with our relationship managers and advisors on real client work, gaining invaluable exposure for anyone pursuing a career in wealth management.

Program details:

Duration:

8 to 10 weeks

Schedule:

Part-time Monday through Thursday, in office, 10:00 AM to 4:00

PM Compensation:

$25/hour

Location:

San Francisco, in-office What You Will Do Initiate wires, transfers, and checks for money movements in Schwab Advisor Center Open new accounts by collecting client information, completing forms, and routing to client for signature Manage client account maintenance by updating client contact information as needed Partner with relationship managers to submit trading tasks to Syon Capital's investment team in the CRM Complete subscription documents for alternative investments in CAIS/iCapital Partner with the Investment team on new cash deployments and portfolio creation Perform ad hoc tasks and projects assigned What You Have Currently pursuing a bachelor's degree, with a minimum 3.0 GPA and an anticipated graduation date of December 2026 A high degree of thoroughness with careful and deliberate attention to detail Exceptional verbal and written communication skills A mindset that values every task, big or small Equal Employment Opportunity 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, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.