Private Market Transfer Specialist

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

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.