What are the responsibilities and job description for the Research Associate, Fixed Income position at Meketa Investment Group?
Research Associate, Fixed Income
The Research Associate 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 Associate 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 Associate 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 Associate 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.
Roles and 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
Skills, Qualifications, Experience Preferred:
• Progress towards the CFA® designation
• Strong proficiency in Microsoft Excel
• Familiarity with CRM databases and AI tools
• Familiarity with eVestment, Diligence Vault, and other investment related tools
• 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
Skills, Qualifications, Experience Required:
• Minimum of 2 years of relevant work experience for external applicants
• Minimum of 1 year of relevant work experience for internal applicants• 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
• 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
Measure of Success:
• 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
About Meketa Investment Group
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, 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.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us
