Private Markets Client Service Associate

Meketa Investment Group; Westwood (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Flexible schedules

Education support

Job summary

Meketa Investment Group is seeking a Private Markets Client Service Associate in Westwood, MA to provide high-level administrative support to the investment and operations staff. You will format reports, maintain databases, and ensure timely delivery of accurate client communications while collaborating with the Administrative Manager.

This role emphasizes attention to detail, MS Office expertise, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Minimum of three years of consistent administrative experience in a corporate setting.
• Financial service experience preferred, but not required
• Strong proficiency with Microsoft Word, Excel and PowerPoint
• Strong interpersonal, tracking and follow-up skills
• Attention to detail with formatting, grammar, spelling, and punctuation
• Strong communication and organizational skills
• Ability to work efficiently in a detailed, time-sensitive environment
• Ability to manage multiple deadlines and prioritize tasks
• Ability to collaborate with employees across departments
• Willingness to learn different facets of the business
• Professional telephone and email etiquette

Responsibilities

• Supervise assigned asset class activity and facilitate due diligence process at critical points
• Ensure accuracy of investment data within Vantage and other systems, aid deal flow, pipeline reporting and document storage
• Ensure on-time delivery of accurate reports for assigned clients
• Be forward thinking, helping to critique and improve workflows
• Improve company efficiency through proficient use of software applications
• Work with Research Operations to establish uniform procedures and practices
• Prepare client-ready reports and correspondence, including editing, printing, binding, distributing monthly or quarterly reviews
• Adhere to Meketa's brand standards while formatting reports
• Fulfill duties deemed vital by Management

Skills

Interpersonal skills

Attention to detail

Communication

Time management

Team collaboration

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Position:Private Markets Client Service Associate

Location: Westwood, MA

Job Id:636

# of Openings:1

Private Markets Client Service Associate

The Client Service Associate-Private Markets is primarily responsible for providing a high level of administrative support to the investment and operations staffs, including detailed formatting, document production, report processing, database maintenance, project work, data management and organizing and maintaining company files. The position reports directly to the Administrative Manager.

Responsibilities:

• Supervise assigned asset class activity and facilitate due diligence process at critical points
• Ensure accuracy of investment data within Vantage and other systems, aid the accuracy of deal flow, pipeline reporting and document storage.
• Ensure on-time delivery of accurate reports for assigned clients.
• Be forward thinking, helping to critique and improve upon workflows.
• Improve company efficiency through proficient use of software applications
• Work with members of the Research Operations staff to establish and communicate broadly uniform procedures and practices
• Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client monthly or quarterly reviews
• Adhere to Meketa's brand standards while formatting reports
• Fulfill any and all duties deemed vital by Management

Position Requirements:

• Minimum of three years of consistent administrative experience in a corporate setting
• Financial service experience preferred, but not required
• Confirmed understanding and intermediate to advanced facility with Microsoft Office software, especially Word, Excel and PowerPoint
• Strong interpersonal skills, including excellent tracking and follow-up
• Attention to detail with a focus on accurate formatting, grammar, spelling, and punctuation
• Strong communication and organizational skills
• Ability to work efficiently and accurately in a detailed, time-sensitive, and fast-paced environment
• Ability to prioritize tasks and manage multiple concurrent deadlines.
• Ability to work well with a team and cross communicate with employees from other departments
• Ability to learn and understand the different facets of our business
• Professional telephone and email etiquette

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 250 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 Aff…

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.