Associate - Private Debt Client Solutions

StepStone Group; Zürich; On-site; CHF 120,000 - 180,000; Full time

Job summary

StepStone seeks a highly motivated, detail-oriented professional to join the private debt team. The role offers broad exposure to the platform, senior stakeholders, and prestigious institutional clients.

You will coordinate projects, manage timelines, and deliver high-quality client materials in a fast-paced environment. The ideal candidate has a Master’s in Finance or related field, 5+ years in financial services, strong modeling, and fluency in German and English.

Qualifications

• Master’s degree in Finance, Economics, Business Administration or a related discipline.
• Minimum of five years of relevant experience in financial services, ideally within private markets.
• Strong project management and organizational skills, with ability to coordinate multiple workstreams.
• Fluent in German and English (written and spoken).
• Advanced proficiency in Excel and PowerPoint, with complex financial models.
• CFA or CAIA considered a plus.

Responsibilities

• Coordinate and manage implementation projects, ensuring delivery on schedule.
• Support ongoing management of institutional client relationships, coordinating client requests and internal responses.
• Coordinate cross-functional workstreams across Business Development, Investments, Legal & Compliance, Monitoring, Reporting and other teams, tracking deliverables.
• Critically review content for accuracy, consistency, relevance and suitability for client-facing materials.
• Work with Business Development and Investment teams on private debt investment solutions for institutional clients.
• Prepare pitch books, investment proposals and other client materials for institutional investors.
• Conduct market research and investment performance analysis to support client discussions, product positioning and business development.
• Support ad hoc projects and reviews related to Client Solutions and Product Management.
• Contribute to development of original content and analysis supporting new business opportunities and client engagement.

Skills

Project management

Private debt

Financial modeling

Excel

PowerPoint

German

English

CFA/CAIA

AI tools Copilot

Stakeholder management

Education

Master in Finance

Tools

Copilot

Claude

Job description

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.

StepStone is seeking a highly motivated and detail-oriented professional to join a team at the center of the firm’s private debt business. This is an exciting and highly visible role offering broad exposure to the private debt platform, senior professionals across the firm, and some of StepStone’s largest and most sophisticated institutional clients.

The role has a strong project management and execution focus. The successful candidate will play an active role in coordinating cross-functional projects and initiatives, working closely with stakeholders across Business Development, Research, Investments, Legal & Compliance, Monitoring and Reporting, and other areas of the firm. The individual will help drive projects forward, coordinate workstreams and deliverables, manage timelines and priorities, and ensure high-quality and timely execution.

The position is well suited to a professional who enjoys taking responsibility, working across multiple teams and managing a diverse range of projects and priorities. The ideal candidate will combine strong attention to detail and organizational capabilities with sound judgment, intellectual curiosity and excellent communication skills. They should be comfortable working in a fast-paced environment, proactively addressing challenges and engaging effectively with senior stakeholders and sophisticated institutional clients.

Primary responsibilities include:

• Coordinate and manage specific implementation projects, taking an active project management role and helping ensure projects are delivered effectively and on schedule.
• Support the ongoing management of existing institutional client relationships, coordinating client requests and working with internal teams to ensure timely and high-quality responses.
• Coordinate cross-functional workstreams across Business Development, Investments, Legal & Compliance, Monitoring, Reporting and other teams, tracking deliverables and following up on outstanding items.
• Critically review content and information provided by cross-functional teams for accuracy, consistency, relevance and suitability for client-facing materials.
• Work closely with the Business Development and Investment teams on the design and implementation of private debt investment solutions for institutional clients.
• Prepare high-quality pitch books, investment proposals and other client materials for institutional investors.
• Conduct market research and investment performance analysis to support client discussions, product positioning and business development activities.
• Support and coordinate ad hoc projects and reviews related to the Client Solutions and Product Management functions.
• Contribute to the development of original content and analysis supporting new business opportunities and broader client engagement activities.

Qualifications:

• Master’s degree in Finance, Economics, Business Administration or a related discipline
• Minimum of five years of relevant experience in financial services, ideally within private markets, asset management or a related field.
• Good understanding of private debt, investment concepts and financial/asset modeling.
• Experience with or knowledge of the insurance industry and institutional investors is a plus.
• Highly motivated and proactive, with a demonstrated ability to take initiative, work independently and adapt to a fast-paced and evolving environment.
• Strong project management and organizational skills, with the ability to coordinate multiple workstreams, manage competing priorities and meet deadlines.
• Strong quantitative and qualitative analytical capabilities, including the ability to understand, evaluate and clearly articulate complex topics.
• Excellent written and verbal communication skills, with the ability to interact effectively with colleagues and senior stakeholders across different functions.
• Advanced proficiency in Excel and PowerPoint, including experience working with complex financial models and developing high-quality presentations.
• Demonstrated ability to leverage AI tools, including Copilot and Claude, to improve processes, productivity and quality of output.
• Strong follow-through and attention to detail, with a high degree of accuracy and reliability.
• Fluency in German and English, both written and spoken, is required.
• Professional qualifications such as CFA or CAIA are considered a plus.

#LI-EO1

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.