Senior Client Portfolio Strategist - Private Markets

Meketa Investment Group; Denver (CO); On-site; USD 150,000 - 210,000; Full time

Job summary

Meketa Investment Group seeks a Client Portfolio Manager to join Meketa Capital's Client Portfolio Management Team. The role is client-facing, translating complex private markets strategies into clear insights for clients and prospects, and working across Business Development and Client Service to deepen relationships and win new business.

This senior role emphasizes strong analytics, relationship management, and collaboration with investment professionals to guide clients through their

Qualifications

• Minimum 8 years in the investment industry.
• Strong foundation in economics, finance, and statistics.
• Working knowledge of the investment industry with a focus on private markets.
• Excellent written, verbal, and presentation skills.
• Experience with an asset management firm, investment consulting firm, or institutional sponsor.
• CFA, CAIA, and/or MBA designation preferred.

Responsibilities

• Advise clients on private equity and infrastructure interval fund offerings, and broader portfolio topics.
• Collaborate with Strategic Development, Business Development, Marketing, and Investment teams to execute Meketa Capital's strategic initiatives.
• Support post-investment client service activities, including client reporting, performance analysis, and thought leadership.
• Provide ongoing guidance and education to help clients navigate their investment journey and meet long-term objectives.
• Travel may be required for client meetings and internal trainings/events, up to 20-30% of the time.

Skills

Client relationship management

Financial analysis

Presentation skills

Private markets knowledge

Cross-functional collaboration

Strategic thinking

Education

CFA/CAIA/MBA

Job description

Meketa Investment Group seeks a Client Portfolio Manager to join Meketa Capital's Client Portfolio Management Team. The role is client-facing, translating complex private markets strategies into clear insights for clients and prospects, and working across Business Development and Client Service to deepen relationships and win new business.

This senior role emphasizes strong analytics, relationship management, and collaboration with investment professionals to guide clients through their