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Research Associate

Company: Meketa Investment Group, Inc.
Location: Carlsbad
Posted on: June 25, 2022

Job Description:

The Research Associate works directly with the public manager research team and with general consulting investment analysts to provide investment manager research. The Research Associate is responsible for supporting members of the Public Markets Manager Research team. Specifically, the Research Associate will be responsible for helping to source new investment opportunities, monitoring existing client investments, and providing investment manager and economic research to the company's analysts and consultants.
The position is an entry-level to intermediate-level investment position. The Research Associate is encouraged to progressively increase their level of knowledge regarding capital markets broadly, public markets manager research, and firm-specific practices.
The Research Associate works closely with other research professionals and other investment analysts in carrying out the position's duties.

  • Attend manager research meetings and draft comprehensive notes
  • Monitor the performance of existing client investments and identify potential areas of concern
  • Conduct performance review conference calls with existing managers
  • Conduct screening conference calls/meetings with new potential managers to determine if further due diligence is warranted
  • Develop a comprehensive system for tracking all manager interactions
  • Work with senior manager research analysts to help coordinate the manager search process (RFPs, data collection, search document creation, etc.)
  • Run performance attribution in FactSet as needed
  • Write client memos that involve manager updates and/or recommendations
  • Assume asset class coverage responsibilities as needed
  • Regularly run database screens for new strategies to investigate

    Position Requirements:

    • Progress towards the CFA - designation is highly encouraged
    • A bachelor's degree from an AACSB accredited business program in Finance, Economics, or a related subject area
    • Ability to gather, organize, and coordinate data from disparate sources
    • Professional and effective verbal communication skills
    • Understand economic and investment theory and practices
    • Strong quantitative and analytical skills, including facility with financial and statistical concepts
    • Excellent attention to detail
    • Ability to work efficiently and accurately under time pressure and to meet commitments
    • Work independently and proactively seek new responsibilities
    • Ability to work well with employees from other company departments
    • Solid interpersonal and presentation skills
    • Excellent digital literacy; including experience with Bloomberg

      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.

Keywords: Meketa Investment Group, Inc., San Diego , Research Associate, Other , Carlsbad, California

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