Private Debt Client Solutions Manager - PM & Insights

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

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.