Head of Client Portfolio Management
Apply NowCompany: Meketa Investment Group
Location: Denver, CO 80219
Description:
Head of Client Portfolio Management
The Head of Client Portfolio Management will report to the Meketa Capital CEO or his designee and will support Business Development and Client Service. Meketa seeks experienced, knowledgeable, and hard-working individuals with outstanding analytic abilities and relationship leadership skills.
Essential Responsibilities:
Be an integral part of the business development team as a senior-level investment professional with specific product expertise on private equity and infrastructure interval funds (and all future products and services offered by Meketa Capital) along with general investment portfolio (e.g., asset allocation, risk management) knowledge.
Work closely with and support Meketa Capital's CEO, Business Development, Marketing and Investment teams, promoting, developing, and performing the strategic vision of Meketa Capital both internally and externally.
Actively engage with Meketa Investment Group ("Meketa") to leverage investment capabilities, performance analytics, investment and market commentary, and investment operation functions.
Support all aspects of servicing clients after investment. Responsible for client reporting, performance analytics, investment market commentaries and thought leadership, and method/frequency of client communications (in collaboration with existing Meketa resources).
Key Areas of Experience:
Requirements and Qualifications
Qualified candidates will have a minimum of fifteen years of experience in the investment industry, a strong background in economics, finance, and statistics, a broad understanding of the investment world, specifically the private markets, and demonstrated outstanding writing and presentation skills. Other requirements include professional experience with an asset management firm, investment consulting firm, or institutional plan sponsor; experience and success in client service and marketing roles focused on the RIA and intermediated investor marketplaces. Qualified candidates will have a demonstrated commitment to excellence that is expressed in their attention to detail and quality of work. They should consistently display professionalism and integrity in the workplace.
CFA, CAIA, and/or MBA designations are preferred.
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 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.
Pay Range: $175,000 - $215,000 per year
The Head of Client Portfolio Management will report to the Meketa Capital CEO or his designee and will support Business Development and Client Service. Meketa seeks experienced, knowledgeable, and hard-working individuals with outstanding analytic abilities and relationship leadership skills.
Essential Responsibilities:
Be an integral part of the business development team as a senior-level investment professional with specific product expertise on private equity and infrastructure interval funds (and all future products and services offered by Meketa Capital) along with general investment portfolio (e.g., asset allocation, risk management) knowledge.
Work closely with and support Meketa Capital's CEO, Business Development, Marketing and Investment teams, promoting, developing, and performing the strategic vision of Meketa Capital both internally and externally.
Actively engage with Meketa Investment Group ("Meketa") to leverage investment capabilities, performance analytics, investment and market commentary, and investment operation functions.
Support all aspects of servicing clients after investment. Responsible for client reporting, performance analytics, investment market commentaries and thought leadership, and method/frequency of client communications (in collaboration with existing Meketa resources).
Key Areas of Experience:
- Expert-level understanding of Meketa Capital's product offerings and deep understanding of the alternative investment landscape. This involves being fully aware of the investment environment, and Meketa's thinking on how best to capitalize on that environment in client portfolios and collaborating with other Meketa investment professionals and subject matter expert's
- Serve as the primary investment resource for the business development team for all stages of the client prospecting process including RFPs (liaison with Meketa RFP team), digital or in-person meetings, investment and operational due diligence, and new business presentations.
- Serve as the primary investment resource for the business development team for all stages of the client servicing process including periodic investment review.
- Extensive travel may be required for client meetings, but also for internal meetings/training/events and conferences. Travel expected up to 50% of the time.
- Collaborate effectively with business development and senior executives, and strategically identify and target potential clients and new areas of business, such as offshore capabilities and distribution arrangements.
- Effectively establish relationships with internal team members across client services, investments, technology, operations, and control functions (legal, risk, compliance) to drive collaboration, efficiencies, and outcomes for Meketa Capital.
- Performs other ad-hoc duties and responsibilities to help build the business and brand.
- As Meketa Capital grows and resourcing requirements increase, the specific roles and responsibilities may change by becoming stand-alone Full Time Employee positions.
Requirements and Qualifications
Qualified candidates will have a minimum of fifteen years of experience in the investment industry, a strong background in economics, finance, and statistics, a broad understanding of the investment world, specifically the private markets, and demonstrated outstanding writing and presentation skills. Other requirements include professional experience with an asset management firm, investment consulting firm, or institutional plan sponsor; experience and success in client service and marketing roles focused on the RIA and intermediated investor marketplaces. Qualified candidates will have a demonstrated commitment to excellence that is expressed in their attention to detail and quality of work. They should consistently display professionalism and integrity in the workplace.
CFA, CAIA, and/or MBA designations are preferred.
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 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.
Pay Range: $175,000 - $215,000 per year