Investment Analyst

Socket.dev; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Inclusive environment

Job summary

Meketa Investment Group seeks an Investment Analyst who works with Consultants to provide investment advisory services to client pools such as pension funds. You lead client portfolio reporting, maintain knowledge of products and managers, and contribute to market research.

The role requires a high level of investment knowledge, two+ years of experience, and progress toward an MBA, CFA, or CAIA charter. Travel up to 10% is possible.

Qualifications

• MBA, CFA Program, and/or CAIA Program designee or enrollee.
• Minimum of two years in finance or investment industry.
• Strong understanding of economic and investment theory and practices.
• Solid quantitative and data-analysis skills.

Responsibilities

• Manage the performance reporting process for assigned clients, including report preparation, financial data analysis, and generating recommendations while collaborating with client teams.
• Gather, verify, and organize client investment data from disparate sources related to client accounts and investment managers.
• Participate in client meetings (virtually or in-person) and travel up to 10% as needed.
• Utilize investment-related tools and software to evaluate client investment structures and formulate recommendations.
• Collaborate with Consultants on client policy statements, asset allocation policies, and related advisory services.
• Assist in asset transfers and manager transitions, coordinating with investment managers and custodian banks.
• Contribute ideas to enhance quality and efficiency of investment advisory services.
• Support firm research, marketing, and other initiatives as required.

Skills

Quantitative analysis

Data interpretation

Written communication

Verbal communication

Attention to detail

Team collaboration

Education

MBA / CFA / CAIA candidate

Job description

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 Affluent 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.