Private Markets Client Service Associate

Meketa•Westwood, MA

2d•$23 - $25

About The Position

The Private Markets Client Service Associate provides administrative support to investment and operations staff. Duties include 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. The role supports assigned asset class activity and due diligence, maintains accurate investment data and reporting systems, and ensures timely delivery of accurate client reports. It also prepares and distributes client-ready reports and correspondence in accordance with Meketa's brand standards, contributes to consistent procedures and improved workflows, and fulfills other duties deemed vital by Management.

Requirements

Minimum of three years of consistent administrative experience in a corporate setting.
Confirmed understanding of 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, including accurate formatting, grammar, spelling, and punctuation.
Strong communication and organizational skills.
Ability to work efficiently and accurately in a detailed, time-sensitive, fast-paced environment.
Ability to prioritize tasks and manage multiple concurrent deadlines.
Ability to work well with a team and communicate across departments.
Ability to learn and understand different facets of the business.
Professional telephone and email etiquette.

Nice To Haves

Undergraduate degree preferred.
Financial services experience preferred, but not required.

Responsibilities

Supervise assigned asset class activity and facilitate the due diligence process at critical points.
Ensure the accuracy of investment data in Vantage and other systems, and support accurate deal flow, pipeline reporting, and document storage.
Ensure on-time delivery of accurate reports for assigned clients.
Critique and improve workflows proactively.
Improve company efficiency through proficient use of software applications.
Work with Research Operations staff to establish and broadly communicate uniform procedures and practices.
Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing monthly or quarterly client reviews.
Adhere to Meketa's brand standards when formatting reports.
Fulfill other duties deemed vital by Management.