Company: Meketa Investment Group, Inc.
Posted on: September 24, 2022
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 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.
MBA, CFA Program, and/or CAIA Program enrollee (or designee)
A minimum of three years of relevant experience, ideally in
Sound understanding of economic and investment theory and
Solid quantitative skills, including facility with financial and
Superior written and verbal communication skills
Superb computer skills, including facility with Microsoft Office
Excellent attention to detail
Ability to gather, organize, coordinate, and interpret data from
Ability to work efficiently and accurately under pressure and to
Ability to work independently and to proactively seek new
Ability to work well with employees from other company departments
Ability to travel periodically, up to 20% of the time
Participate regularly in client meetings for one or more
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
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
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
Assist with marketing initiatives, including writing Requests for
Proposals, developing marketing exhibits, and participating in
Fulfill any and all other duties deemed necessary by
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
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
Keywords: Meketa Investment Group, Inc., San Diego , Investment Analyst, Professions , Carlsbad, California
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