Research Consultant, Fixed Income

Research Consultant, Fixed Income The Research Consultant works directly with the Public Markets investment team to perform manager due diligence by sourcing and evaluating the capabilities of world-class fixed income strategies. They work on services that will improve client performance and revenues. They maintain a coverage universe of fixed income managers and conduct updates with invested and prospective firms. They partner with clients on portfolio construction and manager searches. Meketa is flexible about where the Research Consultant works. The consultant could be located in our Westwood, MA, Portland, OR, Carlsbad, CA or Chicago, IL offices.   

Essential Responsibilities:

Meet with and evaluate the capabilities of fixed income managers.

      Identify promising new managers in the relevant asset classes.

     Monitor managers in which our clients are invested.

Draft research work products and communicate the research team’s perspective:

    Produce manager meeting notes and prepare manager analyses.

    Present manager analyses at team meetings and critique the analyses of others.

    Write client memos on managers as required.

Contribute to the development of research and updates on the relevant asset classes.

Partner with clients to craft portfolio construction, implement investment policies, and conduct manager searches.

Lead client meetings, update clients on manager details and deliver asset class education.

Work closely with the marketing department to lead marketing and business development efforts to prospective clients.

Promote Meketa’s reputation as a leading research organization and client solutions business.

Mentor junior members of the Public Markets Team.  

Required Qualifications/Skills:

A minimum of seven to ten years of experience conducting research on fixed income investment strategies, investment consulting, and/or asset management.

Experience leading client meetings and cultivating client relationships.

Ability to develop and pursue business opportunities.

Positive relationship, mentoring and leadership skills.

Strong quantitative skills, including facility with financial and statistical concepts.

Outstanding verbal and written communication skills.

Excellent attention to detail. Collaborate with research staff to meet deadlines.

Strong interpersonal skills and ability to excel in a collaborative environment.

Ability to travel up to 25% of the time.

MBA, MSF, CAIA and/or CFA charter holder is preferred.

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