Senior Real Estate Performance Analyst

Meketa; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Meketa Investment Group is seeking a Senior Real Estate Performance Analyst to work 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.

The Senior Performance Analyst will also be responsible for verifying Performance Analyst work, which may include data checking and performance reporting process reviews.

Qualifications

• 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.
• Familiarity with commercial real estate reporting and accounting preferred.
• Proficient with spreadsheets and word processing software.
• Ability to gather, organize, and coordinate data from disparate sources.
• Strong attention to detail and deadline orientation.
• Ability to work independently and as part of a team.

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

Education

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

Progress towards CIPM, CFA, or CAIA designation preferred

Tools

Spreadsheet software

Word processing software

Job description

We are always looking for smart, motivated people to join our growing firm

We recognize that our workforce is a reflection of the company. Meketa makes every effort to create an atmosphere that encourages personal growth, professional development, and overall happiness.

Stephen P. McCourt, Managing Principal / Co-CEO

Meketa is aware of fraudulent job post schemes, such as phishing emails, that invite candidates to apply and interview for positions at Meketa. We take this matter very seriously. Please be aware that Meketa does not send unprompted emails soliciting applications or offering interviews. If you have applied for a position at Meketa through our Careers Page, any follow up communication will be come from “@echo.newtonsoftware.com”. Any emails from accounts that do not end in “@meketa.com” or “@echo.newtonsoftware.com” are fraudulent. Suspicious messages can be reported to Meketa at [e-mail].

Please see the list of current opportunities below.

Most positions have one opening, however, the position can be filled at any location listed.

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 Aff ...

Meketa is an Equal Employment Opportunity / affirm action Employer.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.