Investment Analyst: Client Reporting & Advisory Specialist

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

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.