What are the responsibilities and job description for the Senior Research Analyst, Marketable Alternatives position at Meketa Investment Group?
Senior Research Analyst, Marketable Alternatives (MALTS)
Introduction
Join our dynamic team as a Senior Research Analyst specializing in Marketable Alternatives (MALTS), where your expertise will drive our investment strategies and shape our portfolio success. You will lead in-depth analysis, identify emerging trends, and collaborate with a dedicated team to achieve optimal investment outcomes in a fast-paced and innovative environment.
Job Responsibilities:
Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London.
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.
Introduction
Join our dynamic team as a Senior Research Analyst specializing in Marketable Alternatives (MALTS), where your expertise will drive our investment strategies and shape our portfolio success. You will lead in-depth analysis, identify emerging trends, and collaborate with a dedicated team to achieve optimal investment outcomes in a fast-paced and innovative environment.
Job Responsibilities:
- Work directly with the MALTS and broader Public Markets investment team to perform and support manager due diligence, portfolio construction, investment research, and other ad hoc projects.
- Meet with and evaluate the capabilities of marketable alternative investment managers, primarily focusing on hedge funds, hedge fund of funds, and other liquid alternative investment strategies.
- Participate in and coordinate investment manager searches for clients.
- Produce client deliverables and present research and recommendations to prospective and existing clients.
- Conduct research that contributes to improvements in the quality of the company’s investment advisory services, including writing white papers.
- Engage with internal committees and decision-making bodies.
- Conduct in-depth analysis and research on marketable alternative investments, including hedge funds, private credit, and other non-traditional asset classes.
- Develop and maintain comprehensive financial models to evaluate investment opportunities and performance metrics.
- Collaborate with portfolio managers to formulate investment strategies and asset allocation decisions.
- Prepare detailed investment reports and presentations for senior management and investment committees.
- Monitor and analyze market trends, economic indicators, and industry developments to inform investment decisions.
- Maintain and update databases of marketable alternatives investments and performance data.
- Assist in the development and implementation of risk management strategies for marketable alternatives portfolios.
- Establish and maintain relationships with investment managers, industry analysts, and other key stakeholders.
- Provide mentorship and guidance to junior analysts and contribute to team development initiatives.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; Master’s degree preferred.
- Preferred 8 years of experience in the investment industry, ideally reviewing hedge funds or hedge fund of fund investments; or at least 6 years of relevant experience with an advanced degree (such as a Master’s or higher).
- Strong quantitative skills, including facility with financial and statistical concepts.
- Superior verbal and professional writing skills.
- Excellent computer skills, including proficiency with Microsoft Word and Excel; experience with financial modeling and data analysis tools such as Bloomberg, FactSet, or similar platforms.
- Proven analytical skills with the ability to interpret complex financial data and market trends.
- Experience with due diligence processes for assessing investment opportunities.
- Excellent attention to detail and ability to work efficiently and accurately under time pressure to meet deadlines.
- Ability to work independently, proactively seek new responsibilities, and thrive in a team-oriented environment.
- Solid interpersonal skills and ability to work well with employees from other company departments.
- Familiarity with regulatory and compliance standards related to alternative investments.
- Demonstrated ability to manage multiple projects and deadlines in a fast-paced environment.
- Ability to work independently and collaboratively within a team.
Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London.
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.