Private Markets Performance Analyst

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 on special projects as needed
• Fulfill any and all other duties deemed vital by management

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 the Role

The Performance Analyst – PM Concentration role is an entry-level position with approximately 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 supports Consultants and Investment Analysts in servicing the firm’s Private Market clients.

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 across six U.S. office locations and London. Meketa recognizes the importance of diversity within its workforce and operates in an inclusive environment that respects and promotes diversity. We offer a competitive compensation structure, a wide range of benefits, flexible schedules, and support for continuing education. Meketa is committed to equal employment opportunities and affirmative action.