We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview
The Associate or Senior Associate will work as part of the Stepstone Portfolio Analytics & Reporting (SPAR) team and is expected to perform Fundamental Core Responsibilities described below. The Associate or Senior Associate will work closely with senior members of the department as well as with other departments in particular Fund Accounting, Research and Investor Relations to support client deliverables and provide analytical support to the Firm’s Investment team. Associates will participate in Expanded Scope Opportunities on a progressive basis as they maintain accurate, reliable, and consistent results across their Fundamental Core responsibilities.
Fundamental Core Responsibilities: Supports all aspects of the entire lifecycle of assigned clients’ service analytic and reporting needs. Provides daily fulfilment and coordination of client service, including scheduled and ad hoc client requests.
Department resource for client relationship management
Serve as junior or senior account manager, overseeing all aspects of the client monitoring and reporting cycle, with a focus on the Firm’s EMEA (Europe, Middle East) private debt and multi-asset client base
Coordinates with senior members of the team to manage and co‐execute on all client requests. Ensures continuity and minimize interruption.
Anticipates client needs and proactively addresses deliverables.
Contributes towards strategic planning for assigned clients.
Continuously ensure data quality for the respective client portfolios. Pro-Active monitors and raises issues.
Leads research and analysis for underlying fund amendments or extensions
Collaborates with other client teams to identify and improve best practices
Helps create and communicate training elements to develop Analysts/Senior Analysts on the skills required to progress to the next level
Contributes to the overall success of SPAR private markets data universe
Develops cumulative Knowledge, Skills, and Abilities to successfully complete all Fundamental Core responsibilities and qualify for Expanded Scope Opportunities
Education and/or Work Experience Requirements
Possesses a bachelor’s degree (Finance, Economics, Accounting, Business preferred)
Minimum 3 years of relevant experience preferred (ideally within Private Markets)
Working knowledge of financial reporting and accounting and demonstrated ability to learn new performance and portfolio reporting systems
Significant experience with Microsoft Excel
Other Knowledge, Skills, and Abilities
Team‐oriented
Follow up skills and acute attention to accuracy and detail are essential
Strong ability to multi‐task and manage time in a detail‐oriented environment
Self‐starter with the ability to identify and investigate issues or inconsistencies with data
Highly motivated individual with demonstrated initiative, independence and adaptability
Strong work ethic
Strong analytical skills
Strong written and verbal communication skills
Interest in global financial markets
About us
Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.
Join us
When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.
StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.
Benefits
We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.
Disclaimer / Policy Statements
At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
#LI-Hybrid