Strategic Portfolio Director
3 days ago
Meketa Investment Group, a leading employee-owned investment consulting and advisory firm, seeks an experienced professional to fill the role of Strategic Portfolio Director. As part of our team, you will play a key role in providing exceptional service to clients across various industries. This position requires a strong background in economics, finance, and statistics, as well as a broad understanding of the investment world, specifically private markets.
About Meketa Investment GroupWe are committed to delivering expert advice to institutional investors, including public and private plan sponsors. Our inclusive environment values diversity and promotes professionalism. We offer a competitive compensation structure, benefits, and flexible schedules, allowing our employees to maintain a healthy work-life balance.
Job Description- Serve as a primary investment resource for business development, supporting all stages of client prospecting, including RFPs, digital or in-person meetings, investment due diligence, and new business presentations.
- Collaborate with senior executives to identify and target potential clients and new areas of business.
- Evaluate and enhance the performance of client portfolios, ensuring alignment with their strategic goals.
- Promote Meketa Capital's product offerings and services, showcasing expertise in private equity and infrastructure interval funds.
- Work closely with the CEO, Business Development, Marketing, and Investment teams to drive business growth and deliver exceptional client service.
- Leverage investment capabilities, analytics, market commentary, and operations functions to support client needs.
- Develop and execute strategies to strengthen relationships with internal teams and external partners.
- Travel up to 50% of the time for client meetings, internal events, and conferences.
The ideal candidate will have at least fifteen years of experience in the investment industry, a CFA, CAIA, or MBA designation, and a strong track record of client service and marketing.
We strive to create a positive work environment that fosters collaboration, innovation, and continuous learning. If you share our commitment to excellence and want to join a dynamic team, we encourage you to apply.
Compensation and BenefitsThis is a full-time salaried position with a salary range of $175,000 - $215,000 per year. Meketa offers a comprehensive benefits package, including core insurance benefits, time-based benefits, and support for continuing education.
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