Client Service Assistant – Private Markets Position Overview: The Client Service Assistant -Private Markets is primarily responsible for providing a high level of administrative support to the investment and operations staff, including detailed formatting, document production, report processing, database maintenance, project work, data management, and organizing and maintaining company files. The Client Service Assistant -Private Markets reports directly to Administrative Supervisor. Essential Responsibilities - Process incoming fund opportunities for assigned asset classes and maintain accurate fund, manager, and contact records across internal systems, supporting deal flow, pipeline reporting, and timely review by research teams
- Coordinate assigned asset class activity and facilitate the due diligence process from initial request through completion, coordinating materials between external managers and internal teams and keeping fund status current throughout
- Contribute assigned sections and final formatting to investment memoranda ahead of committee review
- Upload completed research materials to the research portal so teams and clients have timely access
- Produce client-ready quarterly reports and correspondence, including formatting, editing, and distribution in line with Meketa’s brand standards, ensuring accurate and on-time delivery to assigned clients
- Capture and distribute meeting minutes for assigned asset class teams and update records to reflect decisions
- Maintain organized, accessible records across assigned asset classes, including shared drive folders and client correspondence logged to CRM
- Use relevant technology proficiently to complete recurring tasks and deliverables efficiently
- Work with members of the Research Operations staff to establish and communicate broadly uniform procedures and practices
- Fulfill any other duties as assigned
Position Requirements: - High school diploma or equivalent required; bachelor’s degree preferred
- Minimum of 3 years of administrative experience in a corporate setting; financial services experience preferred
- Intermediate proficiency with Microsoft Office (Word, Excel, PowerPoint, and Outlook)
- Experience maintaining accurate records in a CRM or internal database
- Strong written and verbal communication skills, including professional phone and email etiquette with internal teams, clients, and external managers
- Strong attention to detail in formatting, grammar, spelling, and punctuation
- Excellent organization, tracking, and follow-up skills, with the ability to prioritize and manage multiple deadlines in a fast-paced environment
- Ability to work collaboratively across teams and departments
- Ability to learn and understand the different facets of our business
Measures of Success: - Accuracy and timeliness of Web Portal document uploads, client report production, and correspondence
- Degree of professionalism in telephone and email communications with internal teams, clients, and others
- Responsiveness to requests for administrative support, including requests for word processing and report production assistance
- Improvements in quality and efficiency of work product
- Timely, accurate maintenance of well-organized, accessible private markets filing system
- Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant’s service
About Meketa Investment GroupMeketa 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.
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