What are the responsibilities and job description for the Senior Research Analyst, Global Equity position at Meketa?
Senior Research Analyst, Global Equity
Introduction
Join our dynamic Global Equity team as an Analyst or Senior Research Analyst, conducting due diligence on public equity asset managers and communicating our views to colleagues and clients. Your judgment and expertise will help our clients make informed decisions on manager selection and shape their 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:
Join our dynamic Global Equity team as an Analyst or Senior Research Analyst, conducting due diligence on public equity asset managers and communicating our views to colleagues and clients. Your judgment and expertise will help our clients make informed decisions on manager selection and shape their 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:
- Perform rigorous manager due diligence and quantitative and qualitative analysis. Produce high quality research and recommendations to clients and client teams.
- Meet with and evaluate the capabilities of equity investment managers across various areas, assessing their firm, team, investment philosophy, process, and performance.
- Guide clients through investment manager searches, manager selection and portfolio construction Support other client projects as needed.
- Contribute to team development and growth initiatives including process improvement and resource optimization. Provide mentorship and guidance to junior analysts and associates
- Conduct research that contributes to improvements in the quality of Meketa’s investment advisory services, including writing white papers and thought leadership. Monitor and analyze market trends, economic indicators, and industry developments to inform investment decisions.
- Prepare detailed investment reports and presentations for senior management and investment committees.
- Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.
- Establish and maintain relationships with investment managers, industry analysts, and other key industry stakeholders.
Job Requirements:
- High integrity and intellectual curiosity. Passion for investing with a healthy degree of skepticism. Preferred 5-10 years of experience in the investment industry, ideally in manager research or equity analysis.
- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or other quantitative field; CFA charter holder (or progress toward the designation) preferred.
- 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 portfolio modeling and data analysis tools such as Bloomberg, FactSet, or similar platforms.
- Proven analytical skills with the ability to interpret financial data and market trends.
- Excellent attention to detail and time management skills, with an ability to manage multiple projects and deadlines in a fast-paced environment.
- 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.
- Experience applying AI-driven tools or workflows to enhance productivity, consolidate information at scale, and reduce manual processes preferred.
About Meketa Investment Group
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.