Performance Analyst

Meketa•Carlsbad, CA

12h•$71,000 - $73,000

About The Position

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 portfolio 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.

Requirements

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

Nice To Haves

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

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