Private Markets Performance Analyst
Meketa Investment Group, Westwood, MA, United States
Overview
Position:
Private Markets Performance Analyst
Location:
Westwood, MA
Job Id:
584
# of Openings:
1
Private Markets Performance Analyst
The Performance Analyst – PM Concentration role is an entry-level role, with about 0-2 years of previous experience post-bachelor’s degree. They collect and synthesize Private Market data to calculate client investment performance, risk statistics, and portfolio exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm’s Private Market clients.
Over the course of their work, PAs learn a great deal about the investment consulting process, from Private Market diversification to understanding and synthesizing significant occurrences of various General Partners. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CIPM, CFA, or CAIA programs.
Responsibilities
Independently gather, prioritize, and verify financial data related to client accounts and private market investments
Monitor market trends and quarterly performance results for all Private Market asset classes
Maintain and validate regularly updated databases of investment information
Calculate and verify client-related investment data and statistics
Produce client-ready data for quarterly reviews, including reviewing data for accuracy and reasonableness
Investigate and resolve performance discrepancies; reconcile and validate results, ensuring that asset transfers and values are appropriately reflected
Collaborate on the development of internal indices and analytical tools
Work with Investment Analysts and Consultants with special projects as needed
Fulfill any and all other duties deemed vital by management
Preferred Skills
Working knowledge of labor issues affecting private equity–owned businesses, complemented by strong communication skills.
Partner with senior private markets leaders to engage private equity general partners on labor relations matters as they arise. Serve as a point of contact for direct communication with GPs, labor unions, and limited partners/clients.
Interest in career development involving client servicing, communications, analytical research and market research.
Position Qualifications
Bachelor’s Degree in Accounting, Math, or Finance preferred
Familiarity with accounting, financial and/or statistical concepts
Familiarity with spreadsheet programs and word processing software
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 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 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.
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Private Markets Performance Analyst
Location:
Westwood, MA
Job Id:
584
# of Openings:
1
Private Markets Performance Analyst
The Performance Analyst – PM Concentration role is an entry-level role, with about 0-2 years of previous experience post-bachelor’s degree. They collect and synthesize Private Market data to calculate client investment performance, risk statistics, and portfolio exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm’s Private Market clients.
Over the course of their work, PAs learn a great deal about the investment consulting process, from Private Market diversification to understanding and synthesizing significant occurrences of various General Partners. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CIPM, CFA, or CAIA programs.
Responsibilities
Independently gather, prioritize, and verify financial data related to client accounts and private market investments
Monitor market trends and quarterly performance results for all Private Market asset classes
Maintain and validate regularly updated databases of investment information
Calculate and verify client-related investment data and statistics
Produce client-ready data for quarterly reviews, including reviewing data for accuracy and reasonableness
Investigate and resolve performance discrepancies; reconcile and validate results, ensuring that asset transfers and values are appropriately reflected
Collaborate on the development of internal indices and analytical tools
Work with Investment Analysts and Consultants with special projects as needed
Fulfill any and all other duties deemed vital by management
Preferred Skills
Working knowledge of labor issues affecting private equity–owned businesses, complemented by strong communication skills.
Partner with senior private markets leaders to engage private equity general partners on labor relations matters as they arise. Serve as a point of contact for direct communication with GPs, labor unions, and limited partners/clients.
Interest in career development involving client servicing, communications, analytical research and market research.
Position Qualifications
Bachelor’s Degree in Accounting, Math, or Finance preferred
Familiarity with accounting, financial and/or statistical concepts
Familiarity with spreadsheet programs and word processing software
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 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 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.
#J-18808-Ljbffr