Client Portfolio Manager
Meketa Investment Group
Client Portfolio ManagerThe Client Portfolio Manager sits on Meketa Capital's Client Portfolio Management Team and will serve as a trusted, client-facing investment voice for Meketa Capital's alternative investment platform translating complex private markets strategies into clear, compelling insight for clients and prospects alike. This is a high-impact, relationship-driven role at the center of Meketa Capital's growth, working closely with Business Development and Client Service to deepen client relationships, guide clients through their investment journey, and win new business.Meketa seeks an experienced, knowledgeable, and enthusiastic individual with strong analytic abilities and relationship management skills. Essential responsibilities:Serve as a client-facing member of Meketa Capital's Client Portfolio Management Team, advising clients on private equity and infrastructure interval fund offerings, as well as broader portfolio topics including asset allocation and risk management.Partner with Strategic Development, Business Development, Marketing, and Investment teams to develop and execute Meketa Capital's strategic initiatives and growth objectives.Collaborate closely with Meketa Investment Group to leverage investment expertise, performance analytics, market insights, and operational resources in support of client needs.Support all post-investment client service activities, including client reporting, performance analysis, investment market commentary, and thought leadership initiatives.Provide clients with ongoing guidance and education to help them navigate their investment journey and achieve their long-term financial objectives.Job responsibilities:Strong working understanding of Meketa Capital's product offerings and the alternative investment landscape, with the ability to translate that understanding into client-ready analysis and materials, working alongside Meketa investment professionals and subject matter experts.Support the business development team across all stages of the client prospecting process, including RFPs, digital or in-person meetings, investment and operational due diligence, and new business presentations.Support the business development team across all stages of the client servicing process, including periodic investment reviews.Collaborate with internal stakeholders across products, client services, investments, to drive collaboration, efficiencies, and outcomes for Meketa Capital.Perform other ad-hoc duties and responsibilities to help build the business and brand.Travel may be required for client meetings, as well as internal meetings/training/events and conferences. Travel is expected up to 20-30% of the time.Job Requirements:Minimum 8 years of experience in the investment industry.Strong foundation in economics, finance, and statistics.Working knowledge of the investment industry, with a focus on private markets.Excellent written, verbal, and presentation skills.Experience with an asset management firm, investment consulting firm, or institutional plan sponsor.Client service and marketing experience supporting the RIA and intermediary investor channels preferred.Demonstrated commitment to excellence, with exceptional attention to detail and quality of work.Proven ability to maintain a high level of professionalism, integrity, and accountability.Strong analytical and critical-thinking skills.CFA, CAIA, and/or MBA designation 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 250 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.
$117.73k - $138.5k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit...SuggestedFull timeWork experience placementLocal area$124.36k - $146.3k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows...SuggestedFull timeWork experience placementLocal area- ...- A Division of Envolve professionally manages apartment communities located throughout... ...company. We are currently searching for a Portfolio Manager in Denver, CO. Essential Duties... ...Regional Manager for final review and to the clients.Responsible for development,...SuggestedFull timeWork experience placement
$110k - $115k
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...customers, our communities, and each other. Job DescriptionThe Portfolio Manager will be responsible for ensuring that projects are completed... ...skills-Ability to work well with team-members and end user clients-Proven experience with managing work within a technical product...Full timeLocal area3 days per week$128k - $268k
...SummaryThis role will specifically support a regional Commercial Portfolio Management team focused on the West Region. As such, the SVP PM Manager... ...to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift- ...Jobtailor is seeking an experienced IT project leader to manage initiatives from planning through execution. You will oversee project portfolios, develop control mechanisms, and provide technical guidance to IT management, while driving continuous improvements across teams...Remote work
$150k - $200k
Survey Project and Client ManagerSurveying and Geomatics Jobs with David Evans and Associates:At David Evans and Associates, Inc., our... ...Geomatics Business Unit is seeking a Survey Project and Client Manager in Denver, CO.As a Survey Project and Client Manager, you will...Work at officeLocal area- ...Position Summary The Senior Commercial Portfolio Manager will manage a portfolio of commercial credits and partner closely with Commercial Bankers to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but...Work at office
$130k - $150k
...Commercial Portfolio ManagerThe Commercial Portfolio Manager provides a positive customer experience through managing the client relationship utilizing the full suite of Busey products and services. Maintain a compliant and clean book of business in partnership with the...Temporary workLocal areaFlexible hours- ...and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for... ...into adjacent services and new markets.Lead large, complex portfolios with significant revenue and risk exposure.Balance growth,...Full timeTemporary workShift work
$111.1k - $130.7k
...experienced credit professional to join our high performing Portfolio Management team dedicated to Energy Lending.As a Portfolio Manager, you... ...Managers to successfully manage a portfolio of Institutional Client Group credit relationships of customers in the Investment...Full timeWork experience placementWork at officeLocal area3 days per week$65k
...Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venues for a variety of accounts. Reports directly to the Associate Director of Client Services/Director of Client Services. Responsibilities Responsible...Full timeShift workNight shiftWeekend work$75k - $105k
Position Summary Brault is a practice management, billing and coding company exclusively serving acute care independent physician practices... ...looking for an energetic, experienced and service driven Client Manager. The Client Manager works with the Officers of the Company...Contract workRemote work$70k - $82.5k
...Own the client experience from end to end—and see the direct impact of your work every single day! About Full Good... ...done culture. What You Will Do: As a Client Services Manager, you\’ll own the success of a portfolio of fast-growing CPG brands—ensuring seamless...Summer workSeasonal workWork at officeImmediate start$65k
...Position SummaryThe Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works...Local areaRemote work$115k - $130k
...difference in the lives of our Team Members, Clients, Shareholders, Communities, and the... ...for: The Client Relationship Manager will provide excellent client service, ensuring... ...discussions covering service levels and portfolio performance. The CRM will interface...Contract workFlexible hours- ...Job Description Job Description Description: The Diesel Portfolio Manager position acts as a liaison between APG Business units, Purchasing, and our Brands/Vendors responsible for Brand/Vendor performance (growth and profitability) for the organization. Main...Temporary workWork at officeImmediate start
$63.83k - $136.58k
...As the Portfolio Manager II – Real Estate Group you will be tasked with executing all portfolio management activities for monitoring, identifying... ...You will perform credit underwriting duties for existing client relationships for assigned portfolio, which may include but...Local areaFlexible hours$65.64 - $72.93 per hour
...innovative solutions and a commitment to client success. This organization is at the... ...shaping the future of how this institution manages its strategic initiatives and delivers value... ...in elevating their strategic portfolio management capabilities. This is an incredible...Hourly payTemporary workWork at office- About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support the Healthcare, Higher Education and Nonprofit lending team in Specialized Industries in Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs...Full timeWork experience placement
- Job Highlights Title: Portfolio Manager Type: Full Time Experience: 4 Years Function: Lending Location: Denver, CO, United States Company... ...Assist commercial lenders in managing their client relationships. Assists with specialized lending on any credit...Full timeTemporary workWork experience placementFlexible hours
$100k - $120k
LEDIC Realty Management / Envolve is looking for a Portfolio Manager for their Denver, CO office. This role involves managing multiple communities, leading teams, and ensuring financial goals are met. Applicants should have at least seven years of real estate management...Work at office- ...Job Description Job Description Commercial Portfolio Manager Position Summary The Bank is seeking an experienced Commercial Underwriter... ...provide sound credit recommendations that support long-term client relationships while maintaining strong portfolio quality....
$80k - $100k
...with financial advisors? We're a boutique real estate investment and management company focused on multifamily housing, and we're looking for someone who can be the face and the pen behind our client relationships and marketing - supporting our firm and its private perpetual...
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