Associate/Senior Associate, Client Services - Portfolio Analytics and Reporting (6 Month Contract)

StepStone Group; Dublin; On-site; EUR 90,000 - 120,000; Full time

Job summary

StepStone Group in Dublin seeks an Associate/Senior Associate, SPAR Client Service, to deliver portfolio analytics and reporting for private markets investment clients. You will collaborate with senior leadership and other departments to support global investment activities.

The role involves managing client deliverables, mentoring junior staff, and contributing to team development, with a focus on client service and process improvements.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 5 years of relevant experience.
• Strong experience with Microsoft Excel, Word, PowerPoint, and Power BI.
• Working knowledge of financial accounting and the ability to learn new reporting systems.
• Proven ability to lead projects and/or teams.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication skills.

Responsibilities

• Act as a department resource for client relationship management and oversee the client monitoring and reporting cycle, focusing on private equity and multi-asset client base.
• Perform final review and sign-off for core client deliverables and ensure deadlines are established, communicated, and met.
• Lead and delegate resources on ad hoc client projects while maintaining institutional knowledge and succession plans.
• Partner with other client service account managers to manage day-to-day operations and mentor junior staff.
• Promote department-wide communications, training objectives, and overall team development.

Skills

Microsoft Excel

Microsoft Word

PowerPoint

Power BI

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Microsoft Excel

Word

PowerPoint

Power BI

Job description

Position Overview

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.

The Associate/Senior Associate, SPAR 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), to support the firm's global investment activities.

As a senior stakeholder within the department, the SPAR Senior Associate is expected to contribute to both client management and team development.

Essential Job Functions

Client Management

• Act as a department resource for client relationship management.
• Serve as account manager, overseeing all aspects of the client monitoring and reporting cycle, with a focus on the firm's private equity and multi-asset client base.
• Perform final review and sign-off for core client deliverables.
• Ensure key deadlines are established, communicated, and consistently met.
• Manage, anticipate, and communicate requirements for client deliverables.
• Lead and effectively delegate resources on ad hoc client projects when necessary.
• Ensure succession plans and institutional knowledge are maintained to support uninterrupted client service (e.g., client lead backups, documentation of unique processes and procedures).

Team Development

• Partner with other client service account managers to help manage the team's day-to-day operations.
• Develop, engage, and mentor junior staff by providing challenging work, guidance, and increasing levels of responsibility based on performance.
• Reinforce department-wide communications, initiatives, and training objectives with junior team members.
• Promote continuous skill development by identifying strengths and development areas and improving overall team effectiveness.
• Mentor and develop junior team members outside of direct reporting lines and actively contribute to broader department team-building efforts.
• Demonstrate and model respectful communication, helping set the standard and culture for the wider department.

Education And/or Work Experience Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field preferred.
• Minimum of 5 years of relevant experience preferred.
• Strong experience with Microsoft Excel, Word, PowerPoint, and Power BI.
• Working knowledge of financial accounting and the ability to learn new performance and portfolio reporting systems.
• Proven ability to lead projects and/or teams.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Experience collaborating with stakeholders across different departments.
• Excellent verbal and written communication skills.
• Highly motivated, proactive, adaptable, and able to work independently.
• Strong problem-solving skills with a focus on delivering accurate, high-quality work.

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.