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Meketa Investment Group · 1 day ago

Research Associate

Westwood, MA

Full-time

Hybrid

Entry, Mid Level

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. The Research Associate plays a supporting role to the Public Markets Manager Research Team, focusing on data collection and analysis to assist in manager research and client deliverables, particularly in areas of sustainability and diversity.

AdviceConsulting

Growth Opportunities

Responsibilities

Independently gather, organize, and verify data related to investment managers and strategies

Track and monitor diverse, sustainable and emerging managers in which PMT has met with and/or our clients are invested

Lead the management and tracking of Meketa’s annual DEI and sustainability surveys

Assist with implementing, communicating and improving upon Meketa’s sustainability initiatives

Meet with and evaluate the capabilities of managers that offer sustainable strategies

Contribute to the development of research and updates on the relevant areas within PMT

Work with Research Analysts and Consultants on client projects as needed

Qualification

CFA charterholderCandidateAnalytical skillsMicrosoft ExcelMicrosoft WordFact SetMorningstar DirectEVestmentAttention to detailCommunication skillsInterpersonal skillsOrganizational skills