Analyst - SPAR Client Service - Reporting
About The Position
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 support high-quality portfolio reporting and data-related analytics for private markets clients. 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.
Requirements
- Bachelor’s degree in finance, economics or business preferred, or a related field
- Experience in financial services, preferably in private markets, asset management, or investment reporting
- Strong analytical skills, attention to detail, and commitment to data integrity
- Effective communicator, with strong written and verbal skills
Responsibilities
- Monitor and report on investment activity and performance across private market funds within client portfolios
- Compile accurate and timely reports using performance reporting systems and analytics tools (e.g., PowerBI, Excel)
- Reconcile financial data, including quarterly reports, capital account information, and cash flow activity
- Collaborate with SPAR Client Teams to gather data and compile deliverables in line with global reporting standards
- Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
- Serve as the primary reporting contact for assigned clients, proactively communicating progress, timelines, and any emerging issues
- Coordinate the full reporting cycle, including process documentation to ensure consistency and continuity
- Support ad hoc client requests and contribute to client-specific project work
- Maintain business continuity by documenting unique client processes and contributing to team-wide knowledge management
- Contribute to portfolio analyses across strategies, sectors, and geographies
- Assist in refining and enhancing content for client reports and presentations
- Participate in discussions on improving operations, data workflows, and client service delivery
- Support internal initiatives and broader departmental projects
- Perform other duties as assigned
Benefits
- Employment Resource Groups
- mentorship programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
