Meketa Investment Group Reviews

9 Reviews
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James E. Meketa
4 Ratings
  • Small but growing company offers lots of different career paths in the investment industry

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Carlsbad, CA
    Current Employee - Anonymous Employee in Carlsbad, CA

    I have been working at Meketa Investment Group


    great work life balance, flexibility in work hours, very smart co workers, beautiful offices in Carlsbad with a nice view. lots of different opportunities for projects that are outside the standard scope of your job.


    small company means that some things are decided by a few key decision makers, growing pains are likely to continue, but overall, a very positive experience.


Meketa Investment Group Interviews

Updated Oct 11, 2014
Updated Oct 11, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Data Analyst Interview

    Anonymous Employee in Carlsbad, CA
    Anonymous Employee in Carlsbad, CA
    Application Details

    I applied online. The process took 2 daysinterviewed at Meketa Investment Group in September 2014.

    Interview Details

    The interview process started with a 10 minute phone interview, questions: Why Meketa / why data analyst / what would your co-workers say about you / excel skills / a little about college. Brought me in for a in-person interview. Interviewed with two people, the senior data analyst and a current consultant. Pretty low key, asked about what I knew about the company, about what I knew about finance. Followed by a 15 question math quiz.

    Interview Questions
    • Explain mutual funds to someone ignorant on the subject.   Answer Question
    No Offer
    Positive Experience
    Average Interview

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Additional Info

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Headquarters Westwood, MA
Size 50 to 149 Employees
Founded 1978
Type Company - Private
Industry Finance
Revenue $5 to $10 million (USD) per year
Competitors Unknown

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. Since 1978, we have served our clients as independent fiduciaries. We have a staff of over 100 located in our offices in Boston, Miami, and San Diego.

We provide a broad range of investment services that fall into two categories:

    - General Consulting & Advisory Services... More

Mission: Our primary goal is to serve our clients, recognizing each client has unique needs and circumstances. As a result, we look to be flexible in the services we provide... More

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