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Private Credit Consultant

Company: Meketa Investment Group, Inc.
Location: Independence
Posted on: May 15, 2022

Job Description:

Private Markets Private Credit Consultant

Position Summary:

The Private Credit Consultant is a member of the Private Markets Private Credit Team. This team is responsible for the development and management of Meketa's institutional clients' Private Credit portfolios, which invest globally through limited partnerships, co-investments with general partners, and secondary investments. The Private Credit Consultant works closely with other investment and research professionals in supporting all elements of the portfolio management processes. The Private Credit Consultant also support the firm's research and marketing efforts. For this role, we seek experienced, knowledgeable, and enthusiastic individuals with outstanding analytic abilities and relationship management skills. The position reports to the Head of Private Markets.

Leadership Responsibilities:

  • Execute in a leadership role in serving clients and formalizing firm strategy

  • Collaborate with and lead teams in providing advice to clients across Meketa's client base

  • Mentor newer consultants and analysts in both formal and informal roles

  • Work with research team in helping to cultivate new manager names and investment concepts

  • Speak at industry events to serve as an ambassador of the firm and help market the firm by promoting our reputation as a leading consulting and research organization

  • Work extensively with firm leadership and marketing team to have an active role in business development efforts and achieve continued client growth

    Consulting Responsibilities:

    Investment consultants have primary responsibility for all aspects of a client relationship. Consultants work with clients in a variety of areas, including setting investment strategies, selecting investment managers, and monitoring fund performance and strategy. As a member of the consulting team, this person will work on continuing growth in our general consulting and specialty consulting services.

    Required Skills, Experience, Knowledge:

    • Bachelor's degree required; major/minor in finance, accounting, Private Credit, economics, or business preferred
    • MBA and/or CFA charterholder and/or CAIA enrollee (or designee) a plus
    • Seven or more years of relevant investment industry experience required with a Private Credit investment firm, developer, investment bank, investment consulting, valuation firm, or other financial services firm
    • Experience in Private Credit, specifically investment manager sourcing and due diligence on primary, secondary investments, and/or co-investments
    • Sound understanding of economic and investment theory and practices
    • Strong analytical and quantitative skills
    • Professional and effective writing, presentation, and communication skills
    • Superb computer skills, including facility with Microsoft Office Suite
    • Excellent attention to detail
    • Experience performing investment research and reporting on diverse investment programs
    • Marketing and business development
    • Ability to gather, organize, coordinate, and interpret data from disparate sources
    • Ability to work efficiently and accurately under time pressure and to meet deadlines
    • Ability to work independently and to proactively seek new responsibilities
    • Ability to work well with employees from other company departments and offices
    • Ability to travel up to 30% of the time
    • Experience working with institutional clients - Endowment and Foundation, Taft-Hartley and/or Public Fund clients (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.


Keywords: Meketa Investment Group, Inc., Tulsa , Private Credit Consultant, Other , Independence, Oklahoma

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