Senior Research Associate - Fixed Income

Meketa • Carlsbad, CA

18h

About The Position

The Research Analyst works as part of the Fixed Income Research team, covering bond managers. The primary responsibility of the analyst is to research and analyze fixed income investment managers. This role supports the development and communication of Fixed Income research to our consultants and clients. In addition, the Analyst will conduct investment market research on a broad array of topics (e.g. assist with writing white papers and other internal or external facing content) and utilize investment and statistical software programs to aid in the monitoring and identification of Fixed Income strategies.

The Research Analyst is expected to progressively increase his or her level of knowledge regarding capital markets broadly, public markets manager research, and firm-specific practices. The Research Analyst works closely with other research professionals and other investment analysts in carrying out the position’s duties. The position reports to the Head of Fixed Income and is based in our Carlsbad, CA office.

Requirements

• Minimum of 2 years of relevant work experience
• Ability to gather, organize, and coordinate data from disparate sources
• Professional and effective verbal communication skills
• Solid understanding of economic and investment theory and practices
• Strong quantitative and analytical skills, including facility with financial and statistical concepts
• Strong proficiency in Microsoft Excel
• Superior written and verbal communication skills
• Excellent attention to detail
• Ability to work efficiently and accurately under pressure and to meet commitments
• Independently and to proactively seek new responsibilities
• Work well with employees from other company departments
• Solid interpersonal and presentation skills
• A bachelor’s degree

Nice To Haves

• Progress towards the CFA® designation
• Familiarity with eVestment, Diligence Vault, and other investment related tools
• Familiarity with AI tools in a corporate setting
• 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.

Responsibilities

• Attend and / or conduct manager research meetings
• Draft or help draft comprehensive manager meeting notes and prepare manager analyses
• Monitor the performance of investment managers and identify potential areas of concern
• Conduct performance review conference calls with existing managers
• Identify promising new managers in the relevant asset class
• Work with senior manager research analysts and consultants to help coordinate the manager search process (RFPs, data collection, search document creation, etc.)
• Assume asset class coverage responsibilities as needed

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level