Private Market Transfer Analyst

Meketa; Westwood (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Meketa Investment Group in Westwood, MA is seeking a detail-oriented Private Market Transfer Analyst to manage and process private market transfer transactions with accuracy and regulatory compliance.

Ideal candidates have 3–5 years of experience in private markets, strong analytical and problem-solving skills, and proficiency in Excel. Excellent communication and the ability to manage multiple tasks in a fast-paced environment are essential.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
• 3–5 years of experience in private markets, transfer agency, or related financial operations.
• Strong understanding of private market assets and transfer processes.
• Excellent analytical and problem-solving skills.
• Proficient in Microsoft Excel and other data management tools.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Responsibilities

• Process and review private market transfer requests, ensuring accuracy and compliance with regulatory and internal policies.
• Coordinate with internal teams, custodians, and external parties to facilitate smooth and timely transfer of assets.
• Perform data validation and reconciliation to ensure integrity of transfer information.
• Investigate and resolve transfer discrepancies or issues promptly.
• Maintain detailed documentation and audit trails for all transfer activities.
• Support process improvements and automation initiatives to enhance transfer efficiency.
• Communicate effectively with stakeholders to provide status updates and resolve inquiries.

Skills

Analytical skills

Attention to detail

Problem-solving

Communication

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, Economics, or a related field

Tools

Microsoft Excel

Job description

We are always looking for smart, motivated people to join our growing firm

We recognize that our workforce is a reflection of the company. Meketa makes every effort to create an atmosphere that encourages personal growth, professional development, and overall happiness.

Stephen P. McCourt, Managing Principal / Co-CEO

Please see the list of current opportunities below.

Most positions have one opening, however, the position can be filled at any location listed.

Position:Private Market Transfer Analyst

Location: Westwood, MA

Job Id:630

# of Openings:1

Private Market Transfer Analyst

Position Overview

We are seeking a detail-oriented and analytical Private Market Transfer Analyst to join our team in Westwood, MA. The ideal candidate will be responsible for managing and processing private market transfer transactions, ensuring accuracy, compliance, and timely execution. This role requires strong analytical skills, attention to detail, and the ability to work collaboratively with internal teams and external clients.

• Process and review private market transfer requests, ensuring accuracy and compliance with regulatory and internal policies.
• Coordinate with internal teams, custodians, and external parties to facilitate smooth and timely transfer of assets.
• Perform data validation and reconciliation to ensure integrity of transfer information.
• Investigate and resolve transfer discrepancies or issues promptly.
• Maintain detailed documentation and audit trails for all transfer activities.
• Support process improvements and automation initiatives to enhance transfer efficiency.
• Communicate effectively with stakeholders to provide status updates and resolve inquiries.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
• 3-5 years of experience in private markets, transfer agency, or related financial operations.
• Strong understanding of private market assets and transfer processes.
• Excellent analytical and problem-solving skills.
• Proficient in Microsoft Excel and other data management tools.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

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 200 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 Affirmitive Action Employer.

Meketa is an Equal Employment Opportunity / Affimative Action Employer.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.