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Investment Analyst

Company: Meketa Investment Group, Inc.
Location: Carlsbad
Posted on: September 24, 2022

Job Description:

Investment Analyst


The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.

Required Skills:


MBA, CFA Program, and/or CAIA Program enrollee (or designee)
A minimum of three years of relevant experience, ideally in finance/investing
Sound understanding of economic and investment theory and practices
Solid quantitative skills, including facility with financial and statistical concepts
Superior written and verbal communication skills
Superb computer skills, including facility with Microsoft Office Suite
Excellent attention to detail
Ability to gather, organize, coordinate, and interpret data from disparate sources
Ability to work efficiently and accurately under pressure and to meet deadlines
Ability to work independently and to proactively seek new responsibilities
Ability to work well with employees from other company departments and offices
Ability to travel periodically, up to 20% of the time



Essential Responsibilities:


Participate regularly in client meetings for one or more clients.
Contribute to the firm's research activities, as needed.
Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
Calculate and verify client-related investment data.
Gather and organize financial data related to client accounts and investment managers and strategies.
Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
Develop resources that contribute to improvements in the quality of the company's investment advisory services.
Develop resources that create and enhance timely and efficient workflow.
Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
Fulfill any and all other duties deemed necessary by management.



Job Performance Evaluation Criteria Include:


Accuracy and timeliness of work product
Growth in knowledge base, including general investment and economic topics, as well as client-related issues
Degree to which specialized knowledge is communicated and available to other investment staff
Level of proficiency with investment-related software
Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
Contribution to improvements in the quality of the company's investment advisory services
Contribution to improvements in the efficiency of the company's analytical processes and procedures
Maintenance of good working relationships with other employees
Levels of satisfaction of consultants as users of the Analyst's services
PI192177054

Keywords: Meketa Investment Group, Inc., San Diego , Investment Analyst, Professions , Carlsbad, California

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