Skip to main content

This job has expired

You will need to login before you can apply for a job.

Research Analyst, Fixed Income

Employer
Meketa Investment Group
Location
Carlsbad, California (US)
Salary
Competitive salary + Benefits
Closing date
Feb 1, 2019

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Job Details

Summary:

The Research Analyst is a member of the Public Markets Manager Research Team, the group within Meketa that performs due diligence on equity, fixed income, and hedge fund managers.  The primary responsibility of the analyst is to research and analyze fixed income investment managers.  The individual will work with the firm’s consultants and other investment professionals and provide investment recommendations to the firm’s clients.  The position is based in our Carlsbad, CA office. 

Essential Responsibilities:

  • Meet with and evaluate the capabilities of fixed income managers
  • Identify promising new managers in the relevant asset class
  • Draft comprehensive manager meeting notes and prepare manager analyses
  • Present manager analyses at team meetings and critique the analyses of others
  • Prepare presentation documents and assist with recommendations to clients
  • Monitor the performance of managers with existing client investments
  • Write client memos on managers as required
  • Present manager search documents to clients as required
  • Prepare research and updates on the relevant asset class

Desired Experience:

The Research Analyst is expected to have general investment knowledge and familiarity with the investment consulting and investment management industries.  Candidates should possess 3 to 5 years of relevant investment experience.  The candidate should have a strong understanding of equity and fixed income markets and be highly motivated.  An individual who is a committed team player, has strong communication skills, is well organized and is willing to learn, and is detail-oriented, are other desirable attributes.

Required Skills, Experience, Knowledge:

  • Minimum of 3 years of relevant work experience in the investment industry
  • Bachelor's degree required
  • MBA and CFA charterholder or candidate preferred
  • Strong analytical and quantitative skills
  • Superior writing, presentation, communication, and interpersonal skills
  • Solid computer skills including facility with Microsoft Word and Microsoft Excel

Company

Meketa is an independent, employee-owned, full-service investment consulting and advisory firm serving a diverse range of institutional investors.

Our customized investment solutions are designed to align closely with the unique missions, values, constraints, and objectives of the organizations we serve, and we are committed to providing exemplary service through a low client-to-consultant ratio. We focus on our clients’ priorities; we believe the satisfaction and confidence that our clients feel is reflected in relationships that date back to our firm’s founding in 1978. To each client engagement, we bring all that we’ve learned over four decades of navigating complex, changing market conditions. Our data-driven investment thinking—our ability to integrate the most micro of details with macro trends—is a competitive advantage that we offer our clients.

Office locations include: Boston, Chicago, Miami, New York, San Diego, Portland, and London.

Company info
Website
Telephone
781-471-3500
Location
80 University Avenue
Westwood
MA
02090
US

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert