Junior Analyst - Client Services
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 Description: For college graduates looking to gain exposure to the private markets industry, develop skills for investment analysis using business intelligence tools, and work towards potential full time career opportunities with StepStone. Junior Analysts will have the opportunity to develop an understanding of financial markets by working closely with the performance analysis team and assisting in investment monitoring and reporting efforts. Opportunity to work with and contribute to the StepStone’s Portfolio Analytics and Reporting (“SPAR”) team supporting Real Estate operations. Teams located in Cleveland, Ohio and La Jolla, CA. Full-time (40 hours per week) opportunity for a 16-week period with the possibility to extend or to transition to a permanent role.
Requirements
- Strong analytical skills - Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot and Tabular
- Relevant coursework and/or work experience
- Basic knowledge of accounting and working knowledge of the financial services industry
- Strong written and verbal communication skills in English; please note that all interviews will be conducted in English
- Promote and demonstrate a positive, team‐oriented attitude
- Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently.
Responsibilities
- Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for internal analysis and external clients
- Process data from private markets general partners, including entry and review.
- Communicate externally with general partners regarding any validation errors to ensure accuracy of data.
- 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 developing and maintaining new and enhanced data-related content for internal use and client deliverables
- Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
- Analyze quarter-over-quarter fund performance by tracking underlying portfolio investments
- Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography
- Process cash flow notices and track cash movement between funds and our clients
- Monitoring and reporting of the investment activity and performance of leading private equity firms
- Assist the team on specific quarterly, annual, or ad hoc projects and client-related requests
- Reviewing 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
