Performance Analyst Job at Meketa Investment Group, Westwood, MA

b1hPUG5PalAwZ0dhK2RDdDRURUlHZHgwVVE9PQ==
  • Meketa Investment Group
  • Westwood, MA

Job Description

Performance Analyst The Performance Analyst role is an entry-level role, with about 0-2 years of previous experience post-bachelor's degree. They collect and synthesize data to calculate client investment performance, risk statistics, and portfolios exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm's institutional clients (e.g., pension funds and endowments.) Over the course of their work, PAs learn a great deal about the investment consulting process, from portfolio asset allocation to investment manager selection and monitoring. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CIPM, CFA, or CAIA programs. 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
Position Qualifications:
  • 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
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. Meketa Investment Group

Job Tags

Work from home, Flexible hours,

Similar Jobs

WELLS

METAL SHOP CERT. WELDER Job at WELLS

 ...GENERAL DESCRIPTION Fabrication of production assemblies used in the production plant that meet the Company's and PCI's requirements of a certified welder. Hourly rate for this position is $30.14. WHY WORK FOR US? At Wells, we empower our team members to deliver... 

Capital One Careers

Sr. Manager, Financial Analysis Job at Capital One Careers

 ...experience managing both direct and indirect reports At this time, Capital One will not sponsor a new applicant for employment...  ...One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of... 

Marriott International, Inc

Barista SEASONAL Part time Job at Marriott International, Inc

 ...Additional Information Starbucks, Pay: $21.90/hour, Assist during summer and winter Job Number 25053039 Job Category Food and...  ...Wailea, Hawaii, United States, 96753 VIEW ON MAP Schedule Part Time Located Remotely? N Position Type Non-Management POSITION... 

Brooksource

Salesforce Developer Job at Brooksource

 ...Position Title: Senior Salesforce Application Developer Client: Government Agency Location: Indianapolis, IN ( First 90 days onsite 5 days a week for training, After that, 3 days onsite, 2 days remote) Duration: 6-month+ ongoing Summary: The Sr. Salesforce... 

Optum

Pharmacy Technician Assistant Job at Optum

 ...At Genoa Healthcare, we do more than just dispense medications; we are dedicated to changing lives for the better. As a Pharmacy Technician Assistant , you will play a key role in supporting our mission of providing exceptional care to those in need.Located at 1944 Allen...