Performance Analyst — Investment Data & Insights

Meketa Investment Group

Carlsbad (CA)

On-site

USD 60,000 - 85,000

Full time

3 days ago

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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