Analyst - SPAR Client Service Solutions

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

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

Taking ownership of daily and weekly duties involving client requests and cash flow data

Completing assigned Monthly and Quarterly reports for clients in a timely manner

Assist the team with fulfilling accurate Fee/Carry deliverables on a quarterly and annual basis

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

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 - $68,000 - $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.

#LI-Hybrid

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

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.

Candidates must be at least 18 years old to apply.

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