Associate/Senior Associate, Client Services - Portfolio Analytics and Reporting (6 Month Contract)
Summary
Provide portfolio analytics and reporting for private markets clients, using Excel, Power BI, and financial systems to deliver insights and ensure client deliverables meet deadlines.
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/Senior Associate, SPAR Client Service, is responsible for providing portfolio analytics and reporting services for the firm's private markets investment clients and related portfolios. The Senior Associate will work closely with the department's senior leadership, as well as other departments (e.g., Accounting, Research, Investor Relations), to support the firm's global investment activities.
As a senior stakeholder within the department, the SPAR Senior Associate is expected to contribute to both client management and team development.
Essential Job Functions
Client Management
- Act as a department resource for client relationship management.
- Serve as account manager, overseeing all aspects of the client monitoring and reporting cycle, with a focus on the firm's private equity and multi-asset client base.
- Perform final review and sign-off for core client deliverables.
- Ensure key deadlines are established, communicated, and consistently met.
- Manage, anticipate, and communicate requirements for client deliverables.
- Lead and effectively delegate resources on ad hoc client projects when necessary.
- Ensure succession plans and institutional knowledge are maintained to support uninterrupted client service (e.g., client lead backups, documentation of unique processes and procedures).
Team Development
- Partner with other client service account managers to help manage the team's day-to-day operations.
- Develop, engage, and mentor junior staff by providing challenging work, guidance, and increasing levels of responsibility based on performance.
- Reinforce department-wide communications, initiatives, and training objectives with junior team members.
- Promote continuous skill development by identifying strengths and development areas and improving overall team effectiveness.
- Mentor and develop junior team members outside of direct reporting lines and actively contribute to broader department team-building efforts.
- Demonstrate and model respectful communication, helping set the standard and culture for the wider department.
Education and/or Work Experience Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field preferred.
- Minimum of 5 years of relevant experience preferred.
- Strong experience with Microsoft Excel, Word, PowerPoint, and Power BI.
- Working knowledge of financial accounting and the ability to learn new performance and portfolio reporting systems.
- Proven ability to lead projects and/or teams.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Experience collaborating with stakeholders across different departments.
- Excellent verbal and written communication skills.
- Highly motivated, proactive, adaptable, and able to work independently.
- Strong problem-solving skills with a focus on delivering accurate, high-quality work.
- Interest in global financial markets.
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.
Developing People at StepStone