Entry-Level Performance Analyst: Investment Data & Insights

Meketa Investment Group; Carlsbad (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Meketa Investment Group is seeking an entry-level Performance Analyst in Carlsbad, CA. You will collect and synthesize data to calculate client investment performance, risk statistics, and portfolio exposure over time, supporting institutional clients such as pension funds and endowments.

You will learn the investment consulting process while collaborating with Consultants and Investment Analysts on special projects, with opportunities to advance toward CIPM, CFA, or CAIA programs as you grow

Qualifications

• Familiarity with accounting, financial and/or statistical concepts.
• Facility with spreadsheet programs and word processing software.

Responsibilities

• Independently gather, prioritize, and verify financial data related to client accounts and investment managers and strategies.
• Monitor market trends and monthly performance results for all asset classes.
• Maintain and update regularly databases of investment information.
• Calculate and verify client-related investment data and statistics.
• Produce client-ready data for quarterly and monthly reviews, including reviewing data for accuracy and reasonableness.
• Collaborate on the development of internal indices and analytical tools.
• Work with Investment Analysts and Consultants with special projects as needed.
• Fulfill any and all other duties deemed vital by management.

Skills

Data analysis

Spreadsheet proficiency

Statistical concepts

Education

Bachelor’s Degree in Accounting, Math, or Finance

Job description

Meketa Investment Group is seeking an entry-level Performance Analyst in Carlsbad, CA. You will collect and synthesize data to calculate client investment performance, risk statistics, and portfolio exposure over time, supporting institutional clients such as pension funds and endowments.

You will learn the investment consulting process while collaborating with Consultants and Investment Analysts on special projects, with opportunities to advance toward CIPM, CFA, or CAIA programs as you grow