Analyst, Investment Strategy

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.