Performance Analyst

Syufy Enterprises LP; San Rafael (CA); On-site; USD 83,600 - 90,700; Full time

Benefits offered by this job

PTO

Full benefits package

401K match

Job summary

Syufy Enterprises LP in Marin is seeking a Performance Analyst to join Pacific Marin Investments, a private Bay Area investment company. The role reports to the Chief Investment Officer and handles investment operations and manager analysis for a significant asset base.

The position involves verifying manager performance, auditing fees, evaluating benchmarks, managing monitoring/reporting systems, and supporting data-driven investment decisions.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field preferred.
• 1-3 years of relevant experience, or internship experience.
• Demonstrated skill in using independent judgment to solve problems and maintain client confidentiality.
• Highly organized and a self-starter with strong teamwork and judgment.
• Strong analytical and quantitative skills with attention to detail and large data sets.
• Strong computer skills, particularly Excel, PowerPoint, Word, and Adobe.
• Knowledge of performance measurement concepts.
• 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 plus.

Responsibilities

• Independently verify performance of investment managers by using custodial data to calculate gross and net returns and address variances.
• Audit investment manager fees, including validation of incentive fees and high-water marks.
• Evaluate benchmarks for managers and composites based on their investment style and holdings.
• Help manage internal systems used for monitoring and reporting purposes.
• Manage data across custodial, manager and product information; identify issues and propose solutions.
• Facilitate manager searches by gathering data from RFP responses and communicating with prospective managers.
• Help prepare weekly, monthly and quarterly investment reports for senior management.
• Identify ways to continually improve activities, processes and operations for the investment organization.

Skills

Analytical skills

Quantitative analysis

Data management

Excel

PowerPoint

AI tools (Claude, Copilot)

Education

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

Tools

Portfolio management software

Investment accounting systems

Bloomberg

MPI Stylus Pro

Morningstar

Black Diamond

eVestment

Job description

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 theatres. Over the next several years, the company will be rapidly expanding all its brands and looking to invest in new brands.

POSITION SUMMARY

The Performance Analyst role is an opportunity to join a private Bay Area investment company, Pacific Marin Investments. The Performance Analyst reports to the Chief Investment Officer and is responsible for both investment operations functions and participating in the investment manager analysis. The organization is responsible for the management of a significant asset base of private money.

RESPONSIBILITIES

• Independently verify performance of investment managers by using custodial data to calculate gross and net returns and additionally investigate and remedy variances.
• Audit investment manager fees, including validation of incentive fees and high-water marks.
• Evaluate appropriate benchmarks for managers and composites based on their stated investment style, holdings analysis and returns-based style analysis.
• Help manage internal systems used for monitoring and reporting purposes, including the portfolio management system and multiple databases.
• 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.
• Facilitate manager searches by gathering data from RFP responses, communicating with prospective managers, and preparing quantitative manager analysis.
• Help prepare weekly, monthly and quarterly investment reports to be provided to senior management.
• Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes.

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• 1-3 years of relevant experience, or internship experience. (Family office, endowment, wealth management, investment consulting is preferred.)
• Demonstrated skill in using independent judgment to solve problems and carry out assigned responsibilities, and ability to maintain client confidentiality.
• Highly organized and a self-starter. Excellent team player. Focused yet flexible. Excellent judgment.
• Strong analytical and quantitative skills, with attention to detail and ability to work with large data sets.
• Strong computer skills, particularly Excel, PowerPoint, Word, and Adobe.
• Knowledge of performance measurement concepts
• 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 plus.

PHYSICAL AND ENVIRONMENTAL REQUIREMENTS:

• Occasional bending, kneeling, and lifting up to 10lbs
• Frequent sitting and occasional standing, walking, reaching
• Noise level may be moderate to high at times.

COMPENSATION & BENEFITS:

• $83,600 - $90,700 based on relevant experience to the role.
• PTO.
• Full benefits package.
• 401K (up to 4% match).

EQUAL 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.