Performance Analyst ( Hybrid )
Company: Meketa Investment Group
Location: Carlsbad
Posted on: April 18, 2024
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Job Description:
The Performance Analyst role is an entry-level role, with about
0-2 years of previous experience post-bachelor's degree. They
collect and synthesize data to calculate client investment
performance, risk statistics, and portfolios exposure over time.
The PA plays a supporting role to Consultants and Investment
Analysts in servicing the firm's institutional clients (e.g.,
pension funds and endowments.) Over the course of their work, PAs
learn a great deal about the investment consulting process, from
portfolio asset allocation to investment manager selection and
monitoring. We encourage employees to continue to grow their
economic and investment knowledge by enrolling in the CIPM, CFA, or
CAIA programs. 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 Position 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 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 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. Employment Type: Full Time Years
Experience: Less than 1 year Salary: $60,000 - $75,000 Annual
Bonus/Commission: No
Keywords: Meketa Investment Group, Chula Vista , Performance Analyst ( Hybrid ), Professions , Carlsbad, California
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