Description
Sonamu Group’s private partnership has a simple purpose: sustained exceptional compounding. Founded by Tina Surh, NYU’s former Chief Investment Officer, our endowment-style portfolio spans global public and private markets, with a broad and flexible charter across asset classes. We are dedicated to enabling talent in the pursuit of excellence, passionate about spotting value, and rigorous in risk management. Our investment strategy is forward-looking, patient, and opportunistic, seeking to capture the exponential benefits of compounding at greater multiples of return than is typical for similar institutional-quality risk. Sonamu invests on behalf of a select group of families and foundations and aspires to deliver superior risk-adjusted returns over decades.
We are seeking a Portfolio & Performance Analyst to work directly with the CIO and to drive the analytic engine for the portfolio and all underlying components. This role combines high intellectual engagement with a flexible, hybrid/mostly remote work model, reflecting our prioritization of results, lean team structure, and CIO’s travel schedule. Our offices are located in Columbia County/Capital Region of NY and New York City and this team-member may be attached to either office as the employee's primary location. We welcome applicants who value meaningful responsibility, autonomy in how they structure their work, and the ability to integrate a demanding professional role with a full life outside of work. While the position does not emphasize in-person “face time”, it is not a passive role: we are seeking a highly organized, detail-oriented professional who stays closely plugged in, communicates promptly, drives the agenda and reliably turns around high quality work on tight timelines in partnership with the CIO.
You will also collaborate closely with our external partners - including our external managers, outsourced CFO/operations team, the fund’s administrator, and compliance firm - to ensure robust data integrity and drive the firm’s analytics and reporting to support monitoring, evaluation, insight generation, investor communication and decision-making. The environment is entrepreneurial and intellectually demanding; you will be expected to operate as a self-starting, independent thinker, intellectually curious and a problem solver. The most suitable candidate will have a demonstrated history of taking their work extremely seriously, but without taking themselves so seriously.
This role is expected to be about 80% ex-post analytics, 10-20% ex-ante and/or prospective investment analysis, and 10% miscellaneous support. This is a rare opportunity to join an ambitious emerging manager and work closely with a recognized investment industry leader on a sophisticated, unconstrained multi-asset class portfolio.
Compensation: Base $110–$125k plus 15-25% discretionary annual bonus. SIMPLE IRA with 3% employer matching.
Requirements
- Minimum 5 years in institutional portfolio/performance analytics in an advisor, asset manager, or asset owner setting, with depth of experience across marketable and private investments
- Initial training experience at a top-tier institutional investment advisory firm
- Strong expertise in performance measurement, attribution, exposure/risk analysis, benchmarking, and modeling, with substantive experience analyzing the full spectrum of traditional and alternative investments
- Experience with multi-asset class portfolios, including external fund investments and internally traded securities
- Highly organized, responsive and detail oriented, with ability to manage multiple priorities and deliver high-quality work in a lean, fast-moving culture
- Advanced Excel and quick to learn analytics platforms, experience with Python a plus
- Bachelor’s degree achieved with demonstrated academic success; candidates with a liberal arts background in addition to exceptional quantitative and analytic skills are encouraged to apply
- CIPM certification is a plus, as this role will own performance and attribution analytics