Private Markets Client Success Associate

Meketa; Westwood (MA); On-site; USD 55,000 - 72,000; Full time

Job summary

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.

Qualifications

• 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

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

Skills

Microsoft Office

Word

Excel

PowerPoint

Communication skills

Detail-oriented

Organizational skills

Time management

Teamwork

Job description

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.