Performance Analyst jobs in United States
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Meketa Investment Group · 1 hour ago

Performance Analyst

positionCarlsbad, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. They are seeking a Performance Analyst to collect and synthesize data for client investment performance and support Consultants and Investment Analysts in servicing institutional clients.

AdviceConsulting
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Growth Opportunities

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

Qualification

AccountingFinanceStatistical conceptsSpreadsheet proficiencyWord processing software

Required

0-2 years of previous experience post-bachelor's degree
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

Benefits

Competitive compensation structure
A wide range of benefits from core insurance benefits to time-based benefits
Flexible schedules
Support for continuing education

Company

Meketa Investment Group

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Glassdoor4.5
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Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. It is a sub-organization of Meketa Capital.
dateFounded in 1978
location
Westwood, Massachusetts, USA
people-size201-500 employees
web-link
http://www.meketa.com/

Funding

Current Stage
Growth Stage
Total Funding
$10.5M
2024-02-01Series Unknown· $10.5M

Leadership Team

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Stephen McCourt
Co-CEO
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Rafi U. Zaman
Equity Partner & Chief Investment Officer

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Company data provided by crunchbase