Senior Portfolio Analytics & Client Reporting Associate

Risk Hub; Dublin; Presencial; EUR 85.000 - 110.000; Jornada completa

Descripción de la vacante

StepStone is seeking 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.

You will act as a senior stakeholder within the department, contributing to client management and team development, while ensuring timely, high-quality deliverables and effective cross-functional coordination.

Formación

• 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.
• Interest in global financial markets.

Responsabilidades

• Act as a department resource for client relationship management.
• Serve as account manager, overseeing all aspects of the client monitoring and reporting cycle.
• 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.
• 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.
• 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.

Conocimientos

Client relationship management

Project leadership

Strong communication

MS Excel

Power BI

PowerPoint

Team collaboration

Educación

Bachelor's degree in Finance/Economics/Business

Herramientas

MS Word

Descripción del empleo

StepStone is seeking 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.

You will act as a senior stakeholder within the department, contributing to client management and team development, while ensuring timely, high-quality deliverables and effective cross-functional coordination.