Senior Real Estate Performance Analyst

Meketa Investment Group; Carlsbad, Westwood, Portland (CA, MA, OR); On-site; USD 90,000 - 120,000; Full time

Job summary

Meketa Investment Group is seeking a Senior Real Estate Performance Analyst to support our most complex client relationships. You will verify performance work, prepare client-ready data, and collaborate on tools to improve workflows.

The role emphasizes independence and teamwork, with opportunities to pursue CFA/CIPM/CAIA designations while contributing to investment performance analysis across portfolios.

Qualifications

• Bachelor’s degree in accounting, finance or business or equivalent.
• 2–4 years of applicable investment experience.
• Pursuing CIPM, CFA or CAIA designation preferred.
• Excellent quantitative skills with strong knowledge of statistics.
• Familiarity with commercial real estate reporting and accounting.

Responsibilities

• Gather, organize, and verify financial data for client accounts, managers, funds, and strategies.
• Produce client-ready data for quarterly and monthly reviews with accuracy checks.
• Apply CRE knowledge to analysis of investment results and benchmarks.
• Serve as a subject matter expert on investment performance issues.
• Review peer performance reports and maintain investment databases.

Skills

Investment experience

Quantitative skills

CIPM CFA CAIA progression

Attention to detail

Teamwork

Education

Bachelor’s Degree in accounting, finance, general business

Tools

Excel

Word processing

Job description

Location: Carlsbad, CA, Westwood, MA or Portland, OR

Job Id: 632

# of Openings: 1

Summary

The Senior Real Estate Performance Analyst must be capable of working with MIG’s most complex client relationships. The Senior Real Estate Performance Analyst will function as a subject matter expert on investment performance related matters. A Senior Real Estate Performance Analyst will also be responsible for verifying Performance Analyst work, which may include data checking and performance reporting process reviews. The Senior Performance Analyst will work with other MIG departments to ensure proper workflow, recommend and initiate workflow improvements, and increase inter department communication.

The Senior Real Estate Performance Analyst should have between 2-4 years of applicable experience. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CFA, CIPM, or CAIA programs.

Responsibilities

• Independently gather, organize, and verify financial and other portfolio data related to client accounts, investment managers, funds and strategies


• Produce client-ready data for quarterly and monthly reviews, including reviewing data for accuracy and reasonableness


• Apply knowledge of commercial real estate, economic indicators, investment markets, attribution and benchmarks to analysis of investment results


• Functions as a subject matter expert on investment performance related issues


• Review peer produced performance reports


• Maintain and update regularly databases of investment information


• Maintain and update the client investment returns in the performance reporting system


• Calculate and verify client-related investment data and statistics


• Collaborate on the development of analytical tools and performance software improvements


• Work with Investment Analysts and Consultants with special projects as needed


• Fulfill any and all other duties deemed necessary by management

Required Skills and Knowledge

• Bachelor’s Degree in accounting, finance, general business or equivalent


• 2-4 years of applicable investment experience


• Progress towards CIPM, CFA, or CAIA designation preferred


• Excellent quantitative skills with strong knowledge of investment statistics and financial concepts


• Familiarity with commercial real estate: reporting, financial concepts, and/or accounting is preferred


• Facility with spreadsheet programs and word processing software


• Ability to gather, organize, and coordinate data from disparate sources


• Demonstrated skill at analyzing, evaluating, and reviewing quantitative information, with a high degree of accuracy


• Excellent attention to detail, organized work habits, and deadline oriented


• Ability to work independently and part of a team using prudent judgment and to pro-actively seek out new projects

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 200 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 Affinity 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.