Research Associate

Meketa Investment Group; Westwood (MA); Hybrid; USD 50,000 - 65,000; Full time

Job summary

A leading investment consulting firm is seeking an entry-level Research Associate to support the Public Markets Manager Research Team. The role involves data gathering and analysis to assist with manager research, focusing on sustainability and diversity initiatives. The ideal candidate will possess a Bachelor's degree, strong analytical skills, and excellent communication abilities. A CFA designation is preferred. The position is flexible regarding location, with several U.S. office options.

Benefits

Competitive compensation

Flexible schedules

Support for continuing education

Qualifications

• Ability to gather and synthesize investment data independently.
• Proactive and detail-oriented approach to work.
• Strong communication and interpersonal skills.

Responsibilities

• Independently gather, organize, and verify data on investment managers.
• Track and monitor diverse and sustainable managers.
• Lead the management of Meketa’s DEI and sustainability surveys.
• Assist in implementing and improving sustainability initiatives.
• Evaluate capabilities of managers with sustainable strategies.
• Contribute to research updates within the team.

Skills

Strong analytical skills

Attention to detail

Communication skills

Organizational skills

Ability to work under pressure

Education

Bachelor's degree

CFA charterholder or candidate preferred

Tools

Microsoft Excel

Microsoft Word

Fact Set

Morningstar Direct

eVestment

Job description

The Research Associate plays a supporting role to the Public Markets Manager Research Team (PMT), the group within Meketa that performs due diligence on equity, fixed income, and hedge fund managers. The Research Associate is responsible for collecting and synthesizing data to help with manager research analysis and gathering information to produce client deliverables, with a specific focus on supporting initiatives and projects for clients focused on sustainability, diversity and/or emerging managers.

The position is an entry-level to intermediate-level investment position. The Research Associate is expected to progressively increase his or her level of knowledge regarding capital markets broadly, public markets manager research, and firm-specific practices. An individual who is proactive and detail-oriented, with intellectual curiosity, integrity and strong communication and organizational skills, will be well positioned to succeed in this role.

The individual will work with colleagues on the Public Markets Manager Research team, the firm’s consultants, and other investment professionals in carrying out the position’s duties. Meketa is flexible about where the Research Analyst works. The Analyst could be located in our Westwood, MA, Portland, OR, Carlsbad, CA or Chicago, IL offices. The position reports to the firm’s Director of Research.

Key Responsibilities

• Independently gather, organize, and verify data related to investment managers and strategies
• Track and monitor diverse, sustainable and emerging managers in which PMT has met with and/or our clients are invested
• Lead the management and tracking of Meketa’s annual DEI and sustainability surveys
• Assist with implementing, communicating and improving upon Meketa’s sustainability initiatives
• Meet with and evaluate the capabilities of managers that offer sustainable strategies
• Contribute to the development of research and updates on the relevant areas within PMT
• Work with Research Analysts and Consultants on client projects as needed

Job Requirements

• Bachelor's degree required
• CFA charterholder or candidate preferred
• Strong analytical and quantitative skills
• Excellent attention to detail
• Ability to work efficiently, accurately and independently under time pressure and to meet deadlines
• Ability to work well with employees from other company departments
• Outstanding writing, presentation, communication, and interpersonal skills
• Proven computer skills including facility with Microsoft Word and Microsoft Excel
• Familiarity with Fact Set, Morningstar Direct, and eVestment

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 Affirmative 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.