Investment Performance Analyst - Entry Level

Meketa; Carlsbad (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Meketa Investment Group is seeking a Junior Performance Analyst in Carlsbad, CA to support consultants and Investment Analysts by gathering data, calculating client investment performance, and preparing reports for institutional clients. We seek a Bachelor’s Degree in Accounting, Math, or Finance, familiarity with financial concepts, and strong spreadsheet/word processing skills.

This entry-level role offers growth through CIPM, CFA, or CAIA programs and exposure to portfolio analytics.

Qualifications

• Bachelor’s Degree in Accounting, Math, or Finance preferred.
• 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

Financial concepts

Spreadsheet proficiency

Attention to detail

Education

Bachelor’s Degree in Accounting, Math, or Finance

Tools

Excel

Word processing

Job description

Meketa Investment Group is seeking a Junior Performance Analyst in Carlsbad, CA to support consultants and Investment Analysts by gathering data, calculating client investment performance, and preparing reports for institutional clients. We seek a Bachelor’s Degree in Accounting, Math, or Finance, familiarity with financial concepts, and strong spreadsheet/word processing skills.

This entry-level role offers growth through CIPM, CFA, or CAIA programs and exposure to portfolio analytics.