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Current Openings



Culture for Growth

Are you looking for a chance to be a large part of a small team and prove yourself on the way to achieving your career goals? The seven-person Zeo team is seeking a hardworking, self-motivated and energetic professional who wants to take an active role in the firm’s collective success.

Zeo Capital Advisors is a traditional financial firm with untraditional start-up momentum, ambition and culture. Zeo is a “low floor, high ceiling” workplace for someone who is resourceful, wants to contribute and is eager to learn. Zeo manages $430 million in fixed income assets across two mutual funds and separately managed accounts.

Zeo is a culture of:

  • Client-centricity;
  • Intellectual curiosity;
  • Collaboration;
  • Humility;
  • Resourcefulness;
  • Integrity;
  • Authenticity;
  • Innovation;
  • Wit, humor and fun.



Inclusive for Perspective

Zeo takes inclusion seriously. We are a minority/woman-owned business which values and respects all points of view at all levels of the firm’s org chart. We expect every member of the team to share the company’s values and respect differences even as we all challenge one another to achieve our shared goals.


Trade Operations and Systems Architect
 
(download PDF) – Apply Now

Opportunity for Impact

Zeo is looking to hire a Trade Operations and Systems Architect to assist across all aspects of trading operations, business operations and technology infrastructure within the firm. This is an opportunity to learn and have an immediate impact on all facets of what makes an investment firm successful, including portfolio management, sales and business development. In particular, Zeo places a strong emphasis on technology and values proactive efforts to design automated solutions to manual problems.

The role also provides a candidate who takes initiative with the flexibility to allocate time to “dive deep” into areas of highest impact with guidance and support from senior members of the team. As the firm looks to grow into new business opportunities, this role will be instrumental in helping to research, prototype and launch all manner of products and services, from new investment funds to software and services which add value to our growing base of clients.

The Trade Operations and Systems Architect will report directly to the CEO of the firm. The role is perfect for a candidate who is a voracious learner and is interested in both investment management and the development and use of technology in finance to operate, innovate and grow a financial services business. The position is located in San Francisco.

Anticipated daily functions will include but are not limited to:

  • Trading and Portfolio Management Support
    • Processing trading activity and maintaining order blotter;
    • Monitoring and reconciling daily transactions, positions and cash balances;
    • Maintaining accurate position records, including anticipated cashflows;
    • Optimizing trade operations processes; and
    • Working with portfolio managers to derive insights from portfolio data.
  • Systems Infrastructure & Innovation
    • Automating trading support tasks;
    • Assisting in the automation of other operational aspects of the business (e.g. sales/marketing, compliance, etc.); and
    • Assisting in the identification and/or design of innovative technology solutions to improve firm operational capabilities.
  • Sales & Business Development
    • Supporting sales/marketing in aggregating, organizing and deriving insights from client data;
    • Supporting research efforts to evaluate opportunities for business growth across all types of products and services; and
    • Assisting in the detailed mechanics of launching new products and services.

Qualifications for Success

  • Bachelor’s degree
  • 0-3 years of experience
  • Demonstrable coding experience (familiarity with Microsoft’s .NET platform is preferable but not necessary; experience building tactical automated solutions is also a plus)
  • Strong math ability (familiarity with statistical methods such as factor analysis is useful)
  • Organized and detail-oriented
  • Flexible, humble, with a willingness to learn and ability to switch gears quickly
  • Early riser able to begin the workday at 5:30am

How To Apply

Send an email cover letter and resume to careers@zeo.com with the subject line: “[Insert your own adjective/descriptor] Operations and Systems Applicant”  (e.g. “Resourceful Operations and Systems Applicant”).

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