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Private Markets Client Service Associate

Company: Meketa Investment Group, Inc.
Location: Carlsbad
Posted on: May 16, 2022

Job Description:

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:
    • Undergraduate degree preferred
    • 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 200 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 Affirmative Action 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. PI177526815

Keywords: Meketa Investment Group, Inc., San Diego , Private Markets Client Service Associate, Other , Carlsbad, California

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