Senior Associate - Real Estate Business Partnering

StepStone Group • San Diego, CA

4d • $135,554 • 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
StepStone Group LP (StepStone) seeks a Sr. Associate, Real Estate Business Partnering for its La Jolla, CA location.

Requirements

• Must have a Master’s Degree in Finance, Financial Engineering, Mathematics, Econometrics or a related field and 4 years of experience in the position offered or as a Data Analyst, Portfolio Analyst or a related position for a financial services firm that provides real estate investment advisory services
• Utilizing Python, Java and C++ to build scripts, perform data analytics, build automation business processes and graphic interfaces for applications
• Utilizing MySQL to build data storage, manage databases and conduct data retrieval
• Utilizing machine learning algorithms to improve automation processes for customer engagement processes and business strategies
• Utilizing PDF to extract data from tables to convert data into structured output for data analysis, reporting and workflow automation
• Creating and implementing digital transformation process to ensure data integrity
• Utilizing Power BI, DAX and Power Query to build dashboards for reporting and analytics
• Managing small teams, including overseeing workflows, coordinating assignments and fostering collaboration across remote and distributed team members to achieve operational goals
• Building quantitative models and dashboards for portfolio reporting and analytics, including cash flow analysis, GAV/NAV movements and multi-period fund performance based on underlying portfolio investment valuations and operating metrics
• Designing automated data ingestion pipelines to process unstructured private-market data from custodians, fund administrators and GPs into structured internal databases to support portfolio management and client reporting
• Two (2) years of required experience must include: Performing private real estate portfolio analytics, including automation and data extraction
• Must hold a CFA Charter

Responsibilities

• Oversee data extraction solutions and automation activities to increase efficiency of data operations and document processing associated with the Real Estate asset class
• Through global collaboration and utilization of StepStone's proprietary cloud-based performance reporting systems, provide meaningful insights for informed decision making to internal and external stakeholders
• Define the process requirements for automation, clarify the inputs and expected outputs and create the necessary automation documentation
• Design, develop and lead process automation initiatives that create scalability for processes. Gather requirements and prioritize different projects depending on deadlines and value added
• Perform and execute data Extract, Transform and Load (ETL) tasks and maintenance. Develop code while following Software Development Life Cycle (SDLC) requirements to increase operational efficiency
• Oversee a small team of analysts and review their output
• Support talent development of junior team members
• Work independently and be fully responsible for producing and communicating results to all stakeholders

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees