Senior Analyst - Data Monitoring

StepStone Group•San Diego, CA

20h•Hybrid

About The Position

The SPAR DM Senior Analyst will be a part of the SPAR DM team and is expected to perform and understand the Fundamental Core Responsibilities described below. The Senior Analyst will work closely with SPAR DM Leadership, Client Service, Accounting, and Investor Relations to support client deliverables and provide analytical support to the Firm’s Investment team. Senior Analysts are expected to demonstrate strong analytical skills, asset- and client-specific knowledge, and professional communication. Additionally, they are detail oriented, process-driven, and uphold an outstanding quality of work. Role requires a balance of strong interpersonal skills and data-driven problem solving.

Requirements

Bachelor’s degree in finance, economics, accounting or business preferred
Significant experience with Microsoft Excel, Word, Power Point, and Power BI
Working knowledge of financial accounting
Team-oriented
Follow up skills and acute attention to accuracy and detail are essential
Strong appreciation for procedures, documentation, and consistent execution in a high-accuracy environment
Strong ability to multi-task and manage time in a detail-oriented environment
Highly motivated self-starter with demonstrated initiative, independence and adaptability
Strong work ethic
Strong analytical skills
Strong written and verbal communication skills with ability to synthesize information in a clear manner
Skeptical, inquisitive, and solutions-oriented
Interest in and awareness of global financial markets
DAX
Power BI
Excel Power Query Editor
SQL

Responsibilities

Assess and complete items on the firmwide request tracker, analyzing root of the request and taking steps to remedy any system breaks
Process escalated items in the core operation space
Develop deep knowledge of client and asset specific needs to execute resolutions
Maintain the highest quality standards of the team – resolutions to escalations and requests should have supporting evidence, whether accounting basis or legitimate explanations
While processing private markets data, identifies areas of concern due to insufficient or inaccurate information and escalates appropriate Functional Team Captains and client teams
Strong ability to work under deadlines, prioritize, and understand team needs
Contributes to the overall success of SPAR private markets data universe, an important competitive differentiator for StepStone as a Firm, with a focus on verification/review of operations (Cashflows; NAV Reconciliations; Asset Level, and Portfolio Company Metrics)
Includes assigned work that support team wide goals and additional reviewer mandate items as needed to support/grow the impact and effectiveness of Global Team
Will demonstrate advanced and material impact at core operations level including the following
Leading/developing Core Ops teams and process(es)
Reinvestment and advanced contribution to team wide efforts with respect to documentation, compliance, promotion of best practices, and improvement within core operations
Overall high awareness, independence, and ability to surpass core minimums/lead by example
May serve as local operational leadership, supporting others and improving Global SPAR DM
Provide ongoing guidance and support for preparers, including mentorship of Junior Analysts
Individuals will be owners, leaders, and improvers of the SPAR DM reviewer program surpassing minimum expectations
Specific process monitoring or oversight
Providing daily operational direction to the escalations team
Monitoring, assigning, and review of request tracker submissions
Lead/assist on campaigns or projects
System updates, analysis of populations, ad-hoc projects
Providing ongoing training/development to the team
Generation of new/updated procedural improvements to benefit the global SPAR DM system
Technical coaching to enhance career