Private Markets Client Services Specialist

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

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.