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Investment Performance Analyst

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Syufy Group
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 83600 - 90700 USD Yearly USD 83600.00 90700.00 YEAR
Job Description & How to Apply Below

Syufy Enterprises in San Rafael, CA, is seeking a Performance Analyst to join Pacific Marin Investments. You will verify investment manager performance, audit fees, and support reporting and analysis across data systems and databases.

The role emphasizes data-driven evaluation, accuracy, confidentiality, and collaboration with senior management. Strong Excel and analytical skills are essential, with experience in finance or wealth management preferred.

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