SPAR - Client Service Analyst - StepStone Group
San Diego, CA
About the Job
StepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, collaboratively.
Position Overview:
As part of StepStone's Portfolio Analytics and Reporting ("SPAR") team, the Analyst will be responsible for client reporting and data-related activities. The Analyst will work closely with other client service members and all relevant departments to support client needs plus the Department and Firm at large.
Essential Job Functions:
- Monitoring and reporting of the investment activity and performance of leading private markets firms
- Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports internally and for external deliverables
- Processing and reconciling quarterly reports, capital account information, and cash flow activity of monitored funds, and providing information used in preparing client reports
- Managing data requests and reporting deadlines for assigned clients
- Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR's global reporting master template standards
- Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
- Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines
- Develop a deep understanding of reporting tools, industry best practices and proprietary reporting systems
- Assist the team on specific quarterly, annual, or ad hoc projects and client-related requests
Secondary responsibilities may include:
- Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography
- Assist in developing and maintaining new and enhanced data-related content for client deliverables
- Performs other duties as requested or as responsibilities dictate
- Assists with projects, as needed
Skills and Qualifications may include:
- Bachelor's degree in finance, economics, or related fields
- Experience in data analysis or performance reporting preferred
- Strong analytical skills and attention to detail
- Strong time management, prioritization, and communication skills
- Promote and demonstrate a positive, team‐oriented attitude
- Highly motivated self-starter who quickly adapts to a fast-changing environment to learn recent technologies and tools
Salary Range - $65,000 - $70,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
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
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