Investment Analyst

Syufy-Enterprises; San Rafael (CA); On-site; USD 108,300 - 133,700; Full time

Benefits offered by this job

Full benefits package

401K with match

Annual incentive bonus eligibility

PTO

Job summary

Syufy Enterprises is seeking an Investment Analyst to join a Bay Area private investment firm. You will monitor investment manager performance, source new strategies, and liaise with managers and custodians to gather data for reports.

You will also help manage internal systems, cash planning, and tax estimation for long-term financial planning. Advanced credentials are preferred and knowledge of AI tools will aid daily workflows.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• Advanced credentials (CFA/CAIA/CFP/CIPM or MBA) are preferred.
• Understanding of asset allocation and portfolio construction.
• Experience with portfolio management systems and data handling.

Responsibilities

• Monitoring and evaluating investment manager performance to ensure alignment with objectives.
• Sourcing new investment strategies consistent with portfolio objectives and constraints.
• Liaise with outside money managers, custodians and consultants to gather information.
• Help manage internal systems used for monitoring and reporting.
• Manage cash investments and balances to meet liquidity needs.
• Handle data capturing from custodians, managers, and products.
• Prepare weekly, monthly and quarterly investment reports for senior management.
• Prepare tax estimation reports for long-term planning.
• Identify process improvements and implement changes within the investment organization.
• Formulate recommendations and drive changes.

Skills

Asset allocation

Portfolio construction

Capital markets

Manager research

Excel

PowerPoint

Adobe

Independent judgment

AI tools (Claude)

Education

Bachelor’s degree in Finance, Economics, Business

Advanced credentials (CFA, CAIA, CFP, CIPM or MBA)

Tools

Bloomberg

MPI Stylus Pro

Morningstar

Black Diamond

eVestment

Job description

ABOUT US:Syufy Enterprises is a fast-growing, financially strong Marin-based entertainment and leisure company that owns a variety of businesses, including high-end athletic clubs and spas, restaurants, golf venues, shopping centers, public markets and drive-in theaters. Over the next several years, the company will be rapidly expanding all its brands and looking to invest in new brands.POSITION SUMMARY:The Investment Analyst role is an opportunity to join a private Bay Area investment company, Pacific Marin Investments. The Investment Analyst reports to the Chief Investment Officer and is responsible for both investment operations functions and participating in the investment research and management process. The organization is responsible for the management of a significant asset base of private money.RESPONSIBILITIES:Monitoring and evaluating investment manager performance and activity to determine that it is consistent with stated methodology and objectives.Sourcing new investment strategies, consistent with portfolio objectives and constraints.Liaise with outside money managers, custodians and consultants to gather qualitative and quantitative information related to manager monitoring and investment analysis.Help manage internal systems used for monitoring and reporting purposes, including the portfolio management system and multiple databases.Help manage and evaluate appropriate cash investments and balances necessary to meet all investment and liquidity needs including investment deployment.Manage a variety of data, including capturing custodial, manager and product information accurately and in a timely manner. Identify issues, assist in reconciling differences, and report on findings. Raise areas of concern and propose solutions.Help prepare weekly, monthly and quarterly investment reports to be provided to senior management.Prepare tax estimation reports for long-term financial planning including capital gains and income analysis.Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes.QUALIFICATIONS:Highly organized and a self-starter. Excellent team player. Focused yet flexible. Excellent judgment.Typically 3-7 years of relevant industry experience. (Family office, endowment, wealth management, investment consulting is preferred.)Bachelor’s degree in Finance, Economics, Business, or related field.Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not requiredUnderstanding of:Asset allocation and portfolio constructionCapital markets and macroeconomic driversTraditional and alternative investmentsManager evaluation and researchComfortable handling sensitive information.Demonstrated competency with performance measurement concepts.Demonstrated skill in using independent judgment to solve problems and carry out assigned responsibilities, and ability to maintain client confidentialityStrong computer skills, particularly Excel, PowerPoint, Word, and Adobe.Comfortable using AI tools such as Claude and Microsoft Copilot in daily workflows.Experience with portfolio management, manager research software and investment accounting systems is a plus.Experience with Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, and eVestment database is a nice to have.PHYSICAL AND ENVIRONMENTAL REQUIREMENTS:Occasional bending, kneeling, and lifting up to 10 lbsFrequent sitting and occasional standing, walking, reachingNoise level may be moderate to high at timesEqual Employer Opportunity (EEO)We are an Equal Employment Opportunity employer. All qualified applicants will be considered for employment regardless of age, national origin, race, color, disability, religion, sexual orientation, gender identity or expression, or any other characteristic protected under applicable law.Compensation & Benefits$108,300 - $133,700 based on relevant experience to the role. Full-time hours.Annual incentive bonus eligibility.PTO.Full benefits package.401K with dollar for dollar match up to 4%.PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTSSyufy Enterprises and/or any affiliated entities (collectively, the “Company” or “we”) provide this California Privacy Notice (“Notice”) to describe our privacy practices with respect to our collection of Personal Information as required under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”). This Notice applies only to job applicants and candidates for employment who are residents of the State of California (“Consumers”) and from whom we collect “Personal Information” as defined in the CCPA. We provide you this Notice because under the CCPA, California residents who are job applicants qualify as Consumers. For purposes of this Notice, when we refer to Consumers, we mean you only to the extent you are a job applicant who resides in California.1. Information We Collect from or About Job ApplicantsWe may directly or indirectly collect Personal Information from you in a variety of different situations and using a variety of different methods, including, but not limited to, on our website, your mobile device, through email, in physical locations, through written applications, through the mail, and/or over the telephone. Generally, we may collect, receive, maintain, and use the following categories of Personal Information, depending on the particular purpose and to the extent permitted under applicable law:Personal Identifiers & Contact Information: Name, alias, home, postal or mailing address, email address, telephone number.Pre-Hire, Employment, and Education History Information: Information provided in your job application or resume including prior job experience and/or positions held, your salary expectations, educational history or records of degrees and/or certifications, information gathered as part of reference checks, information recorded in job interview notes by persons conducting job interviews for the Company, information contained in candidate evaluation records and assessments, information in work product samples you provided, and voluntary disclosures by you.Inferences: Based on analysis of the personal information collected, we may develop inferences regarding job applicants’ predispositions, behavior, attitudes, intelligence, abilities, and aptitudes for purposes of recruiting and hiring assessments and decisions.Of the above categories of Personal Information, the following are categories of Sensitive Personal Information the Company may collect:1. Personal IdentifiersPersonal Information does not include:Publicly available information from government records.Information that a business has a reasonable basis to believe is lawfully made available to the general public by the job applicant or from widely distributed media.Information made available by a person to whom the job applicant has disclosed the information if the job applicant has not restricted the information to a specific audience.De-identified or aggregated information.2. How We Use Personal Information and Sensitive Personal InformationThe Personal Information and Sensitive Personal Information we collect, and our use of Personal Information and Sensitive Personal Information, may vary depending on the circumstances. This Notice is intended to provide an overall description of our collection and use of Personal Information and Sensitive Personal Information. Generally, we may use or disclose Personal Information and Sensitive Personal Information we collect from you or about you for one or more of the following purposes:To fulfill or meet the purpose for which you provided the information. For example, if you share your name and contact information to apply for a job with the Company, we will use that Personal Information in connection with your candidacy for employment.To comply with local, state, and federal law and regulations requiring employers to maintain certain records (such as immigration compliance records, travel records, personnel files, wage and hour records, payroll records, accident or safety records, and tax records), as well as local, state, and federal law, regulations, ordinances, guidelines, and orders relating to COVID-19.To evaluate, make, and communicate decisions regarding your job application and candidacy for employment.To communicate with you regarding your candidacy for employment.To evaluate and improve our recruiting methods and strategies.To evaluate job applicants and candidates for employment or promotions.To obtain and verify employment references.To engage in corporate transactions requiring review or disclosure of job applicant records subject to non-disclosure agreements, such as for evaluating potential mergers and acquisitions of the Company.COVID-19 RELATED PURPOSESa. To reduce the risk of spreading the disease in or through the workplace.b. To protect job applicants and everyone else at Company workplaces from exposure to COVID-19.c. To comply with local, state, and federal law, regulations, ordinances, guidelines, and orders relating to COVID-19, including applicable reporting requirements.d. To facilitate and coordinate pandemic-related initiatives and activities (whether Company-sponsored or through the U.S. Center for Disease Control and Prevention, other federal, state and local governmental authorities, and/or public and private entities or establishments, including vaccination initiatives).e. To permit contact tracing relating to any potential exposure.f. To communicate with job applicants and other consumers (including employees and visitors to our workplace) regarding potential exposure to COVID-19 and properly warn others who have had close contact with an infected or symptomatic individual so that they may take precautionary measures, help prevent further spread of the virus, and obtain treatment, if necessary.10. To evaluate, assess, and manage the Company’s business relationship with vendors, service providers, and contractors that provide services to the Company related to recruiting or processing of data from or about job applicants.11. To improve job applicant experience on Company computers, networks, devices, software applications or systems, and to debug, identify, and repair errors that impair existing intended functionality of our systems.12. To protect against malicious or illegal activity and prosecute those responsible.13. To prevent identity theft.14. To verify and respond to consumer requests from job applicants under applicable consumer privacy laws.3. Sale/Sharing of Information to Third PartiesThe Company does not sell your Personal Information or Sensitive Personal Information for any monetary or other valuable consideration. The Company does not share your Personal Information or Sensitive Personal Information for cross-context behavioral advertising.4. Access to Privacy PolicyFor more information, you can request a copy of the Company’s Privacy Policy by sending an e-mail to [e-mail].5. Data Retention:Syufy Enterprises retains information for as long as reasonably necessary for the purposes for which it was collected, or as otherwise permitted or required by law. In deciding how long to retain each category of Personal Information that we collect, we consider many criteria, including, but not limited to: the business purposes for which the Personal Information was collected; relevant federal, state and local recordkeeping laws; applicable statute of limitations for claims to which the information may be relevant; and legal preservation of evidence obligations.By submitting my resume and/or application, I acknowledge and confirm that I have received and read and understand this Notice and I hereby authorize and consent to the Company’s use of the Personal Information and Sensitive Personal Information it collects, receives or maintains for the business purposes identified above.