Analyst – Business Development & Investor Relations

Vctavern; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

StepStone Real Estate is seeking a detail-oriented analyst to support investor relations and marketing activities. The role requires solid understanding of private equity markets and client service.

You will draft investor materials, handle inquiries, track reporting, and support fundraising efforts with cross-functional coordination across finance, tax, and legal teams. 2+ years of relevant experience preferred.

Qualifications

• 2+ years of relevant experience in investor relations or client reporting.
• Familiarity with private equity analytics and client reporting.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); Salesforce helpful.

Responsibilities

• Draft and prepare investor marketing materials and presentations for meetings and events.
• Assist in handling investor inquiries, requests, and reporting materials.
• Track reporting requirements and ensure timely delivery to investors.
• Prepare quantitative and qualitative information for monitoring requests and due diligence.
• Coordinate across SPAR, Accounting/Finance and Asset Management teams for IR sections.
• Support client communications including quarterly investor reports and market updates.
• Coordinate fund communications with tax, compliance and legal teams.
• Maintain database of team and client data and investment metrics.
• Assist with fundraising processes, including RFPs and presentation materials.
• Take on ad hoc projects as required.

Skills

Analytical skills

Attention to detail

Communication skills

Multi-tasking

Time management

Education

Bachelor’s degree in finance, business accounting, economics, or equivalent

Tools

Excel

Word

PowerPoint

Salesforce

Job description

About StepStone Real Estate

StepStone Real Estate ("SRE") is the real estate business group of StepStone Group, a global private markets firm providing customized investment and advisory solutions to institutional clients worldwide. SRE currently oversees $134 billion of client capital allocations (including over $8 billion of clients’ assets under management) and advised on ~$14 billion of real estate capital commitments in 2020, making SRE one of the largest real estate investors globally.

SRE has over 70 professionals based in 10 offices globally across investments, client services, accounting and portfolio analytics and serves 50+ institutional clients in the US, Europe, Middle East and Asia.

Position Overview

StepStone Real Estate is looking for a detail-oriented analyst to join the team that supports SRE’s investor relations and marketing activities. A solid understanding of the private equity markets and client service is desired.

Essential Job Functions

• Draft and prepare investor marketing materials including, but not limited to, customized materials and presentations for investor meetings, portfolio reviews, and materials for various events such as annual meetings, onsite meetings, etc.
• Assist in managing ongoing investor inquiries, monitoring requests, and supplemental reporting materials.
• Track reporting requirements and ensure accurate and timely delivery to investors.
• Create, compile and/or review quantitative and qualitative information in response to monitoring requests and due diligence questionnaires from current and prospective clients.
• Manage coordination across SPAR, Accounting/Finance and Asset Management teams, assisting with completion of general IR sections, ensuring information/data is submitted in clean and client friendly manner.
• Support the team in the preparation of client communications, including quarterly investor reports, market updates, investment summaries and ad hoc investment update presentations for commingled funds and separately managed accounts.
• Coordinate internally across fund accounting, tax, compliance and legal teams related on all fund communications and/or investor inquiries.
• Maintain database of team and client data, qualitative and quantitative investment metrics, and supplemental reporting, ensuring accuracy and integrity of the data on an ongoing basis.
• Provide support in various aspects of the fundraising process, with a large focus on completing RFPs and presentation materials.
• Ad hoc projects as required.

Education/Work Experience Requirements

• Bachelor’s degree required, concentration in finance, business accounting, economics, or equivalent preferred.
• At least two years of relevant experience.
• Familiarity with private equity analytics and client reporting.
• Proficiency in Excel, Word, PowerPoint and other Microsoft office programs; Salesforce experience desirable.

Other Desired Skills/Attributes

• Highly motivated self-starter with history of taking initiative and being adaptive in a fast-changing environment.
• Strong analytical and organizational skills and high attention to detail.
• Demonstrated ability to multi-task, prioritize deliverables, and manage multiple deadlines.
• Strong written and verbal communication skills.
• Promote and demonstrate a positive, team‑oriented attitude.
• Ability to represent the firm credibly in written and interpersonal communications.
• Flexibility—StepStone is a dynamic and entrepreneurial organization; all professionals are expected to perform multiple functions.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.