Private Markets Client Service Associate

Meketa Investment Group; Westwood (MA); Vor Ort; USD 55.000 - 72.000; Vollzeit

Zusammenfassung

Meketa Investment Group in Westwood, MA is seeking a Private Markets Client Service Associate to provide high-level administrative support to investment and operations staff, including formatting, report processing, data management and file organization.

The role reports to the Administrative Manager and requires strong MS Office skills, attention to detail, and excellent communication. Prior financial services exposure is a plus, but not required.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Microsoft Office

Word

Excel

PowerPoint

Communication skills

Detail-oriented

Organizational skills

Time management

Teamwork

Jobbeschreibung

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

Meketa is aware of fraudulent job post schemes, such as phishing emails, that invite candidates to apply and interview for positions at Meketa. We take this matter very seriously. Please be aware that Meketa does not send unprompted emails soliciting applications or offering interviews. If you have applied for a position at Meketa through our Careers Page, any follow up communication will be come from “@echo.newtonsoftware.com”. Any emails from accounts that do not end in “@meketa.com” or “@echo.newtonsoftware.com” are fraudulent. Suspicious messages can be reported to Meketa at [e-mail].

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 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 Affiant 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.

Meketa is an Equal Employment Opportunity / Affiant 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.