Private Markets Investment Associate

Meketa Investment Group; Westwood (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Meketa Investment Group is a growing, independent investment consulting firm serving large institutional clients. The Private Markets Investment Associate supports research and client service for private markets, including due diligence, data analysis, and report preparation.

The role is pre-MBA, with opportunities to contribute to research and client teams, working under senior private markets professionals and reporting to a Private Markets Consultant.

Qualifications

• Bachelor’s Degree with evidence of strong academic achievement; CFA designation preferred.
• 0–3 years of professional experience.
• Sound understanding of economic and investment theory and practices.
• Ability to gather, organize, and analyze data from disparate sources.
• Strong quantitative skills, including facility with financial and statistical concepts.
• Excellent written and verbal communication skills.
• Proficient with Microsoft Office Suite.

Responsibilities

• Support private markets research efforts and client service projects.
• Assist in investment due diligence and manager selection across asset classes.
• Review fund offering materials and attend meetings with staff and managers.
• Maintain and update databases of investment information.
• Assist in developing internal indices and analytical tools.
• Verify client-ready quarterly and monthly reports for accuracy.

Skills

Strong quantitative skills

Written and verbal communication

Data gathering and analysis

Economic/investment theory knowledge

Attention to detail

Time management

Independent and proactive

Education

Bachelor’s Degree

CFA designation (progress or willingness)

Tools

Microsoft Office Suite

Job description

Meketa Investment Group is a growing, independent investment consulting firm providing strategic investment advice to large institutional clients. Our private markets team oversees more than $20 billion of commitments to the private equity, private credit, infrastructure, natural resources, and real estate asset classes on behalf of more than 100 clients, including large public and private pension funds, endowments and foundations. We provide a team-oriented, stimulating environment and outstanding benefits.

Position Summary

The Private Markets Investment Associate’s primary responsibility is to support the private markets research efforts and client service projects and reporting for assigned clients. The individual works directly with consultants and other private markets investment professionals to provide investment consulting and investment management services. The Private Markets Investment Associate will participate in a range of investment activities, including: assisting with creating presentations of our research and recommendations to private market and general consulting clients, supporting the firm’s marketing efforts, assisting with private markets investment research and conducting private markets manager due diligence.

The Private Markets Investment Associate position is a pre-MBA investment position and the Investment Associate is expected to progressively increase their level of knowledge regarding general and alternative investment topics, the investment consulting and management industry, and firm-specific investment processes. As the Investment Associate masters the position’s core responsibilities, they will have additional opportunities to formally contribute to investment research and join a client team.

The Private Markets Investment Associate works closely with senior private markets investment professionals in carrying out the position’s duties. On a daily basis, the position reports to a Private Markets Consultant.

Requirements

• Bachelor’s Degree with evidence of strong academic achievement. Progress towards or willingness to pursue a CFA designation preferred.
• 0 – 3 years of professional experience.
• Sound understanding of economic and investment theory and practices.
• Ability to gather, organize, and analyze data from disparate sources.
• Strong quantitative skills, including facility with financial and statistical concepts.
• Ability to effectively convey opinions through excellent written and verbal communication skills.
• Superb computer skills, including facility with Microsoft Office Suite.
• Skill at analyzing, evaluating, and reviewing quantitative information, with a high degree of accuracy; familiarity with investment statistics.
• Excellent attention to detail and organized work habits.
• Ability to work efficiently and accurately under time pressure and meet deadlines.
• Ability to work well with employees from other company departments and external contacts.
• Ability to work independently and to proactively seek new responsibilities.

Responsibilities

• Assist in the investment due diligence and manager selection process for all private markets asset classes (private equity, private credit, real estate, infrastructure, and natural resources).
• Review private market fund offering materials and attend meetings with internal investment staff and external investment managers to further evaluate funds for potential investment on behalf of clients.
• Apply knowledge of economic indicators, investment markets, attribution, and benchmarks to analysis of investment results.
• Maintain and regularly update databases of investment information.
• Assist in the development of internal indices and analytical tools.
• Proof and verify client-ready quarterly and monthly reports, including reviewing data for accuracy and reasonableness.
• Investigate and resolve performance discrepancies; reconcile and validate results, ensuring that asset transfers and prices are appropriately reflected.
• Gather, organize, and verify financial data related to client accounts and investment managers and strategies.
• Calculate and verify client-related investment data and statistics.
• Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.
• Fulfill any and all other duties deemed necessary by management, including special projects, original research, deal sourcing, and marketing initiatives.

Measures of Success

• Mastery of general investment topics, and the investment consulting industry.
• Accuracy and timeliness of client-related work and investment research.
• Levels of satisfaction of Investment Analysts and Consultants with respect to the Investment Associate’s contribution to the investment process.
• Contribution to improvements in the efficiency of the company’s data oriented processes and procedures.
• Level of proficiency with internal proprietary software, as well as external data providers.
• Level of effectiveness in interacting with external data suppliers (custody banks, investment managers, placement agents).
• Maintenance of good working relationships with other employees.

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 ~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 Affordience 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.