Private Market Transfer Analyst

Meketa Investment Group; Westwood (MA); On-site; USD 85,000 - 120,000; 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 a focus on accuracy, compliance, and timely execution.

You will collaborate with internal teams and external clients to ensure smooth transfers, data integrity, and effective issue resolution while supporting process improvements within a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 3–5 years 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 thinking

Data validation

Excel proficiency

Communication skills

Attention to detail

Education

Bachelor's degree in Finance/Business/Economics

Tools

Excel

Data management tools

Job description

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.
Key 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.
  

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 Affiliation 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.