The Performance Analyst an entry-level role, with about 0-2 years of previous experience post-bachelors 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. As they grow in their role, we encourage our PAs to expand their finance and economics knowledge and consider enrolling in CFA, CIPM, or CAIA programs.
Founded in 1978, Meketa is an employee-owned, full-service investment consulting and advisory firm serving a diverse range of institutional investors. Our customized investment solutions are designed to align closely with the unique missions, values, constraints, and objectives of the organizations we serve, and we are committed to providing exemplary service through a low client-to-consultant ratio.
To each client engagement, we bring all that we’ve learned over four decades of navigating complex, changing market conditions. Our data-driven investment thinking—our ability to integrate the most micro of details with macro trends—is a competitive advantage that we offer our clients. Office locations include Boston, Chicago, Miami, New York, San Diego, Portland, and London.