Senior Associate - Client Account Manager

StepStone Group•San Diego, CA

1d•$105,000 - $120,000•Hybrid

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 The Senior Associate of SPAR (StepStone Portfolio Analytics & Reporting) 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) where necessary to provide support to the Firm’s global investment activities. As a senior stakeholder of the Department, the SPAR Senior Associate is expected to provide a combination of client management and team development.

Requirements

Bachelor’s degree in finance, economics or business preferred
Minimum of 5 years of relevant experience preferred
Significant experience with Microsoft Excel, Word, Power Point, and Power BI
Working knowledge of financial accounting and demonstrated ability to learn new performance and portfolio reporting systems
Proven ability to lead projects and/or teams
Proven ability to multi-task and manage priorities against key deadlines
Proven ability to work with stakeholders across various departments within an organization
Strong verbal and written communication skills
Highly motivated individual with demonstrated initiative, independence and adaptability
Problem solving skills and ability to oversee execution of accurate and high-quality finished products
Interest in global financial markets

Responsibilities

Client Management
Department resource for client relationship management
Serve as account manager, working closely with different functional teams and stakeholders to oversee all aspects of the client monitoring and reporting cycle, with a focus on the Firm’s private equity and multi-asset client base
Final review and sign-off for core client deliverables
Ensure key deadlines are established, continuously strived for, and met on time
Manage, anticipate, and communicate needs for relevant client deliverables
Lead and effectively delegate resources to ad hoc client projects, where necessary
Ensure succession plans and institutional memory are in place as needed to ensure uninterrupted client service (client lead backups, documentation of unique processes/procedures, etc.)
Continuously take initiative to improve work processes and productivity
Team Development
Work with other client service account managers, to help manage day-to-day operations of the team
Actively develop, engage and mentor junior staff by offering timely feedback, challenging work, guidance, and increasing scope of responsibilities based on merit
Provide explanation and reinforcement of Department-wide communications, initiatives, and training objectives to junior staff
Encourage and promote skill development of team, objectively identifying strengths and weaknesses of junior staff and improving the effective operations of the team
Actively mentor and develop junior members of the Department (outside of their Direct Reports) and participate in team building with the broader Department
As a senior stakeholder of the Department, the Senior Associate is held to the highest standard of respectful communication, which is instrumental in setting the tone for the rest of the Department team