Private Markets 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

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.