Private Market Transfer Analyst — Flexible Schedule & Impact

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

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.