Senior Associate, Product Management

StepStone Group • New York, NY

16h • Hybrid

About The Position

StepStone Group Private Wealth LLC seeks a Senior Associate, Product Management in New York, NY. The role supports the Private Wealth division by coordinating and delivering diligence responses, fund materials, reporting, and client communications. The position works across functions to produce accurate, consistent, compliant materials for current and prospective platforms and contributes to process, systems, and data-quality improvements. It also supervises and mentors junior team members while completing individual assignments. Telecommuting is permitted up to two days per week from the New York City metro area, and 10% domestic or international travel is required.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• At least 3 years of experience in the position offered, as an Analyst, or in a related position in the private markets industry.
• At least 2 years of experience leading the end-to-end project management lifecycle of complex private markets RFPs, RFIs, and DDQs for multistrategy and multivehicle mandates across Private Equity, Venture Capital, Private Debt, Real Estate, and Infrastructure.
• At least 2 years of experience applying advanced knowledge of private markets products, structures, and performance metrics to draft and validate diligence responses, including AUM/AUA methodologies, deployment metrics, fund- and strategy-level track records, fee and legal structures, and benchmarking caveats.
• At least 2 years of experience using Power BI, SharePoint, MS Excel, Responsive, and PowerPoint to develop dashboard reporting, automated data workflows, and standardized diligence templates.
• At least 2 years of experience designing and governing centralized diligence content repositories, including taxonomy, tagging, version control, validation, and cross-team ownership, and supporting machine-learning-assisted questionnaire response population.
• At least 2 years of experience performing systematic data-quality, data-integrity, and validation checks on private markets datasets and implementing quality-control and process-improvement measures.
• At least 2 years of experience supporting client management through recurring calls and meetings about fund performance, portfolio composition, and material developments.
• At least 2 years of experience supervising junior team members, including onboarding, training, task allocation, and quality review.
• Ability to travel domestically or internationally 10% of the time.
• Candidates must be at least 18 years old to apply.

Responsibilities

• Coordinate with research, business development, finance, legal, compliance, portfolio analytics, operations, HR, and other teams to prepare diligence responses, fund materials, and analyses for current and prospective platforms.
• Compile and edit company performance data and prepare RFPs, RFIs, and DDQs for Private Wealth clients and prospects, coordinating information gathering and ensuring accurate, timely delivery.
• Use Power BI, SharePoint, Responsive, Excel, and PowerPoint to build automations and improve systems and standard operating procedures.
• Manage and maintain the Private Wealth central response database, keep content current, perform data-quality controls and validations, and propose process improvements.
• Collaborate with the team to support machine-learning technology that pre-populates initial responses to inbound questionnaires.
• Work with other teams to streamline and customize Private Wealth processes and systems, including developing internal reporting capabilities for company funds.
• Support the development of presentations and management of client presentation agendas.
• Conduct recurring portfolio update calls and meetings to support client management teams communicating fund information to platforms and their clients.
• Supervise and mentor junior team members while completing assigned work accurately and on time.
• Lead end-to-end project management for complex private markets RFPs, RFIs, and DDQs, including kickoff, scoping, internal alignment, drafting, review, escalation management, and submission.
• Draft and validate diligence responses using private markets product, structure, and performance knowledge, including reconciling AUM/AUA methodologies, deployment metrics, track records, fee and legal structures, and benchmarking caveats.
• Design, enhance, and operationalize dashboard-driven reporting, automated data workflows, and standardized diligence templates.
• Govern centralized diligence repositories, including taxonomy, tagging, version control, periodic validation, and cross-team ownership.
• Perform data-quality, integrity, and validation checks across private markets datasets and implement process improvements and quality-control frameworks.
• Communicate fund performance, portfolio composition, and material developments to clients through clear, accurate, and compliant narratives.
• Onboard, train, allocate tasks to, and review the work of junior team members, providing guidance on private markets concepts, diligence processes, reporting methodologies, and operational practices.
• Travel domestically or internationally approximately 10% of the time.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior