Financial Services Expert

4 days ago


Westwood, Massachusetts, United States Meketa Investment Group Full time

About the Opportunity

We are seeking an experienced Financial Services Expert to join our team at Meketa Investment Group. The successful candidate will have a strong background in financial markets and a proven track record of analyzing complex data sets.

The expert will work closely with senior members of the team to evaluate investment managers and determine portfolio construction. This will involve monitoring the performance of investment managers, conducting performance review conference calls, and performing screenings with new potential managers.

A bachelor's degree is required, and progress towards the CFA designation is preferred. Familiarity with eVestment, Diligence Vault, and other investment-related tools is also beneficial.

About Our Company Culture

Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm that works with some of the nation's largest and most sophisticated institutional investors. We offer a competitive compensation structure, a wide range of benefits, and flexible schedules to support employees in their professional growth and work-life balance.

Main Responsibilities

  • Evaluate investment managers and determine portfolio construction
  • Analyze complex data sets to inform investment decisions
  • Collaborate with senior members of the team to develop and present recommendations to clients
  • Monitor the performance of investment managers and identify potential areas of concern
  • Communicate findings and recommendations to clients and stakeholders

Key Performance Indicators

  • Accuracy and timeliness of client-related work product
  • Ability to use independent judgment and exercise discretion in selecting and evaluating appropriate managers
  • Growth in knowledge base, including general investment and economic topics, and client-related issues of strategy and implementation
  • Degree to which 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 advisory services
  • Contribution to improvements in the efficiency of the company's analytical processes and procedures
  • Ability to perform essential responsibilities under only general supervision
  • Levels of satisfaction of analysts and consultants as users of the Research Associate's services

Compensation Package: $73,600 - $92,800 per year



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