Performance Analyst — Flexible Schedules & Data Insights

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

Job summary

Meketa Investment Group in Carlsbad, CA seeks a Performance Analyst for an entry-level role supporting consultants and investment analysts. The position develops data on client investment performance, risk statistics, and portfolio exposure, with 0–2 years post-bachelor’s experience.

You will gather data, monitor market trends, and help build internal indices and tools. The firm encourages continuing education with CIPM, CFA, or CAIA programs and offers training and career growth in a

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

Familiarity with accounting and/or_fin

Education

Bachelor’s Degree in Accounting, Math, or Finance

Tools

Spreadsheet software

Word processing software

Job description

Meketa Investment Group in Carlsbad, CA seeks a Performance Analyst for an entry-level role supporting consultants and investment analysts. The position develops data on client investment performance, risk statistics, and portfolio exposure, with 0–2 years post-bachelor’s experience.

You will gather data, monitor market trends, and help build internal indices and tools. The firm encourages continuing education with CIPM, CFA, or CAIA programs and offers training and career growth in a