Analyst, Investment Strategy

Growth Equity Interview Guide; San Rafael (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K matching up to 4%

Generous PTO

Job summary

Syufy Enterprises LP in San Rafael, CA is seeking an Investment Analyst to monitor investment performance, source new strategies, and prepare reports for management. This role offers a competitive salary with annual bonus eligibility and a comprehensive benefits package.

The ideal candidate will have a finance background, be highly organized, and able to work with external managers and consultants to support portfolio goals. A strong proficiency in Excel and PowerPoint is required.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 3-7 years of relevant industry experience.
• Highly organized and a self-starter.
• Excellent team player with good judgment.
• Understanding of asset allocation and portfolio construction.
• Strong computer skills, especially in Excel and PowerPoint.
• Experience with investment management software is a plus.

Responsibilities

• Monitor and evaluate investment manager performance.
• Source new investment strategies that align with portfolio goals.
• Work with outside money managers and consultants.
• Manage internal systems for monitoring and reporting.
• Prepare investment reports for senior management.
• Assist in managing cash investments and liquidity needs.

Skills

Excel

PowerPoint

Investment management software

Self-starter

Team player

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Investment management software

Job description

Syufy Enterprises LP is looking for an Investment Analyst to join their team in San Rafael, CA. This role involves monitoring investment performance, sourcing new strategies, and preparing reports for management. It’s a great opportunity for someone with a finance background who wants to work in a dynamic and growing company.

What You’ll Do

• Monitor and evaluate investment manager performance.
• Source new investment strategies that align with portfolio goals.
• Work with outside money managers and consultants.
• Manage internal systems for monitoring and reporting.
• Prepare investment reports for senior management.
• Assist in managing cash investments and liquidity needs.

What You Need

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 3-7 years of relevant industry experience.
• Highly organized and a self-starter.
• Excellent team player with good judgment.
• Understanding of asset allocation and portfolio construction.
• Strong computer skills, especially in Excel and PowerPoint.
• Experience with investment management software is a plus.

What You’ll Love

• Competitive salary with annual bonus eligibility.
• Full benefits package including medical, dental, and vision insurance.
• 401K with a dollar-for-dollar match up to 4%.
• Generous paid time off policy.
• Opportunity to work in a fast-growing company.

About the Firm

• Syufy Enterprises is a Marin-based entertainment and leisure company.
• They own various businesses including athletic clubs, restaurants, and shopping centers.
• The company is expanding rapidly and looking to invest in new brands.
• They manage a significant asset base of private money.