The Robert Toigo Foundation

Private Equity Investment Analyst

Meketa Investment Group
Published
January 29, 2019
Location
Westwood, Massachusetts
Job Type

Description

The Investment Analyst works directly with the Private Equity team as well as with the
firm’s consultants and other investment professionals to provide investment consulting
services to its clients. The Investment Analyst is responsible for assisting with the reporting
process for assigned clients, assisting with the presentation of our research and
recommendations to clients; assisting with the firm’s marketing effort, meeting with and
evaluating the capabilities of private market managers, and assisting with special research on
private market strategies and opportunities. The primary focus of the position will be on
private equity strategies such as buyout, venture capital, special situations, and secondary
fund of funds; however, the position could also include some work in the areas of private
debt, infrastructure, natural resources, and real estate.
The Investment Analyst position is a mid-level investment position. The Investment Analyst
is expected to progressively increase his or her level of knowledge regarding general
investment knowledge, the investment consulting and management industry, and firmspecific practices.
The Investment Analyst works closely with consultants and other private market investment
professionals in carrying out the position’s duties. The position reports to the firm’s head of
private equity research.
REQUIRED SKILLS/EXPERIENCE:
Bachelor's degree required; major in economics, business, or finance preferred
MBA, CFA or CAIA charterholder (or program enrollee) preferred
Three to seven years of relevant investment industry experience required
Sound understanding of economic and investment theory and practices
Strong analytical and quantitative skills
Superior writing, presentation, and communication skills
Superb computer skills, including facility with Microsoft Office Suite
Excellent attention to detail
Ability to gather, organize, coordinate, and interpret data from disparate sources
Ability to work efficiently and accurately under time pressure and to meet deadlines
Ability to work independently and to proactively seek new responsibilities
Ability to work well with employees from other company departments and offices
Ability to travel periodically, up to 20% of the time.

DESIRED EXPERIENCE:
The Investment Analyst is expected to have a high level of private markets investment
knowledge and, ideally (but not necessarily), be familiar with the investment consulting and
investment management industries. Additionally, candidates should possess three or more
years of relevant investment experience.
The ideal candidate will have experience as an investment analyst with an understanding of
private markets investments. Experience in private equity investments, specifically investment manager sourcing and due diligence on primary, secondary investments, and co-investments is required.

ESSENTIAL RESPONSIBILITIES:
Meet with and evaluate the capabilities of private market managers and draft comprehensive notes
Assist with the completion and presentation of research and recommendations to our internal investment committees and to clients
Monitor the performance of existing investments and identify potential areas of concern
Conduct screening conference calls/meetings with new potential managers to determine if further due diligence is warranted
Work with senior analysts to help coordinate the manager search process (RFPs, data collection, search document creation, etc.)
Conduct special research on private market strategies and opportunities
Participate in the creation/updating of the firm’s white papers, white paper data, and presentations on various private market research topics
Write client memos that involve manager updates and/or recommendations
Contribute to the performance reporting process for assigned clients
Assume asset class coverage responsibilities as needed
Fulfill any and all other duties deemed necessary by management

No phone calls, please.


Please send resume and cover letter via e-mail to:
RecruitingPM@meketagroup.com


Meketa Investment Group, Inc. is an Equal Opportunity Employer. Applicants are considered
for all positions without regard to race, color, religion, sex, sexual orientation, national origin,
citizenship, age, marital or veteran status, or the presence of a non-job-related disability.

 

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