Performance Analyst

Meketa Investment Group; Carlsbad (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Meketa Investment Group is seeking an entry-level Performance Analyst to collect and synthesize data on client investment performance, risk, and portfolio exposure. You will support Consultants and Investment Analysts servicing institutional clients, gaining exposure to the investment consulting process from asset allocation to manager monitoring.

The role offers growth through CIPM, CFA, or CAIA programs; a path to develop knowledge across performance analytics and investment services.

Qualifications

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

Excel

Statistical concepts

Education

Bachelor’s Degree in Accounting/Math/Finance

Job description

The Performance Analyst role is an entry-level role, with about 0-2 years of previous experience post-bachelor’s degree. They collect and synthesize data to calculate client investment performance, risk statistics, and portfolio exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm’s institutional clients (e.g., pension funds and endowments.) Over the course of their work, PAs learn a great deal about the investment consulting process, from portfolio asset allocation to investment manager selection and monitoring. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CIPM, CFA, or CAIA programs.

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

Position 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

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 250 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 Affiantve 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.