Investment Analyst

Meketa Investment Group; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Meketa Investment Group in Portland, OR is seeking an Investment Analyst to work with Consultants, lead client portfolio reporting, and develop knowledge of investment products and managers.

Candidates should have two or more years in finance or investments, CFA/CAIA designation or progress, and strong quantitative and communication skills; travel up to 10% may be required.

Qualifications

• Two or more years of relevant experience in finance or investment industry
• Strong understanding of economic and investment theory and practices
• Solid quantitative skills with financial and statistical concepts
• Proven written and verbal communication skills

Responsibilities

• Manage the performance reporting process for assigned clients, including report preparation and data analysis
• Gather and organize client-related investment data from diverse sources
• Participate in client meetings; travel up to 10%
• Use investment tools/software to evaluate client structures and formulate recommendations
• Collaborate with Consultants on investment policy statements and asset allocation
• Assist in client fund coordination projects with managers, custody banks, and vendors
• Contribute to research, marketing, and other firm initiatives
• Fulfill other duties as needed by management

Skills

Quantitative skills

Communication skills

Team collaboration

Education

MBA, CFA/CAIA designee or enrollee

Job description

We are always looking for smart, motivated people to join our growing firm

We recognize that our workforce is a reflection of the company. Meketa makes every effort to create an atmosphere that encourages personal growth, professional development, and overall happiness.

Stephen P. McCourt, Managing Principal / Co-CEO

Meketa is aware of fraudulent job post schemes, such as phishing emails, that invite candidates to apply and interview for positions at Meketa. We take this matter very seriously. Please be aware that Meketa does not send unprompted emails soliciting applications or offering interviews. If you have applied for a position at Meketa through our Careers Page, any follow up communication will be come from “@echo.newtonsoftware.com”. Any emails from accounts that do not end in “@meketa.com” or “@echo.newtonsoftware.com” are fraudulent. Suspicious messages can be reported to Meketa at [e-mail].

Please see the list of current opportunities below.

Most positions have one opening, however, the position can be filled at any location listed.

Position:Investment Analyst

Location: Portland, OR

Job Id:605

# of Openings:1

Investment Analyst

Summary:

The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). They are responsible for leading the client investment portfolio reporting process, establishing and maintaining knowledge of a broad range of investment products and managers, and contributing to market and economic research and other company initiatives. The Investment Analyst is involved in all aspects of the investment consulting process and has direct interaction with the clients and client providers (e.g., custodian banks, actuaries, etc.).
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and/or investment management industries. Additionally, candidates should have two or more years of relevant experience and be a Chartered Financial Analyst (CFA) or a Chartered Alternative Investment Analyst (CAIA) charter holder, or making progress toward their charter(s).

Responsibilities:

• Manage the performance reporting process for assigned clients, including report preparation, financial data analysis, and generating recommendations while collaborating effectively with client team members.
• Gather, verify, and organize client-related investment data using financial and statistical concepts from disparate sources related to client accounts and investment managers and strategies.
• Participate regularly (virtually or in-person) in client meetings for assigned clients. Travel periodically, up to 10% of the time.
• Utilize investment-related tools and software to aid in the evaluation of client investment structures and in the formulation of recommendations.
• Collaborate with Consultants in the production of client investment policy statements, asset allocation policies, and other related advisory services.
• Assist Consultants in all aspects of client fund coordination projects such as asset transfers and manager transition, while interacting with investment managers, custody banks, and other client vendors, as needed.
• Contribute ideas to enhance the quality and efficiency of the company’s investment advisory services.
• Contribute to the firm’s research, marketing, and other initiatives, as needed.
• Fulfill any and all other duties deemed necessary by management.

Position Requirements:

• MBA, CFA Program, and/or CAIA Program designee or enrollee
• A minimum of two years of relevant experience in the finance or investment industry
• Sound understanding of economic and investment theory and practices
• Solid quantitative skills, including proficiency with financial and statistical concepts
• Proven written and verbal communication skills
• Excellent attention to detail
• Ability to gather, organize, and interpret data from disparate sources
• Ability to work efficiently under pressure, both independently and as part of a team
• Collaborate productively with colleagues from other company departments and offices, as well as external client providers

About Meketa Investment Group
Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.

Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.

Meketa is an Equal Employment Opportunity and Affimative Action Employer.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Meketa is an Equal Employment Opportunity / Affimative Action Employer.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.