Investment Analyst

Investment Analyst

San Rafael, CA 94901

Salary Range $108,300.00 - $133,700.00 Salary Position Type Full Time

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 required
• Understanding of:
  • Asset allocation and portfolio construction
  • Capital markets and macroeconomic drivers
  • Traditional and alternative investments
  • Manager evaluation and research
• Comfortable 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 confidentiality
• Strong 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 lbs
• Frequent sitting and occasional standing, walking, reaching
• Noise level may be moderate to high at times

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.

Compensation & Benefits

• $108,300 - $133,700 based on relevant experience to the role. Full-time hours.
• Annual incentive bonus eligibility.
• Full benefits package.
• 401K with dollar for dollar match up to 4%.