Private Markets Investment Associate

Meketa Investment Group - Westwood, MA3.8

Full-timeEstimated: $83,000 - $110,000 a year
INVESTMENT ASSOCIATE

RESPONSIBILITIES:
  • Assist in the investment due diligence and manager selection process for one or
more private markets asset classes.

  • 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.

  • Gather, organize, and verify financial data related to client accounts and
investment managers and strategies.

  • Apply knowledge of economic indicators, investment markets, attribution, and
benchmarks to analysis of investment results.

  • Maintain and regularly update databases of investment information.
  • Calculate and verify client-related investment data and statistics.
  • Produce 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.
  • Assist in the development of internal indices and analytical tools.
  • 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 such as Bloomberg, Thomson Reuters, and Morningstar Direct.
  • Level of effectiveness in interacting with external data suppliers (custody banks,
investment managers).
  • Maintenance of good working relationships with other employees.