Performance Analyst

## 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 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

• Highly organized and a self-starter. Excellent team player. Focused yet flexible. Excellent judgment.
• 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.)
• Comfortable handling sensitive information.
• Strong analytical and quantitative skills, with attention to detail and ability to work with large data sets.
• Knowledge of performance measurement concepts would be helpful.
• 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 plus.

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**

• $83,600 - $90,700 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 APPLICANTS***

Syufy 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 Applicants**

We 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 Identifiers

Personal 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 Information**

The 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:

1. 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.
2. 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.
3. To evaluate, make, and communicate decisions regarding your job application and candidacy for employment.
4. To communicate with you regarding your candidacy for employment.
5. To evaluate and improve our recruiting methods and strategies.
6. To evaluate job applicants and candidates for employment or promotions.
7. To obtain and verify employment references.
8. 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.
9. COVID-19 RELATED PURPOSES

a. 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.