<p><strong>Financial Performance Analyst</strong></p><p><strong>San Mateo, CA</strong></p><p><strong>$90K–$125K + Bonus (DOE)</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a high-performing, collaborative investment team managing tens of billions in assets for a sophisticated client base. This is a <strong>high-visibility, project-driven role</strong> where your writing, analytical, and problem-solving skills will have a direct impact on client relationships and business growth.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li><strong>Craft winning RFP/RFI responses</strong> and client questionnaires with precision and insight.</li><li>Partner with sales, investment, and compliance teams to produce impactful marketing materials, fact sheets, and client presentations.</li><li>Manage and update performance databases, analyze investment data, and prepare tailored client reports.</li><li>Collaborate cross-functionally on special projects in a fast-paced, entrepreneurial environment.</li></ul><p> </p><p><strong>What We’re Looking For</strong></p><ul><li>Bachelor’s degree and <strong>2+ years</strong> of relevant experience (finance, marketing, data, or client service).</li><li>Exceptional written and verbal communication skills.</li><li>Strong analytical mindset and attention to detail.</li><li>Proficiency in Microsoft Office; experience with FactSet, Morningstar, or other investment tools a plus.</li><li>Ability to work <strong>onsite five days per week</strong>.</li></ul><p> </p>
