Analyst, Client Service

Growth Equity Interview Guide; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Team environment

Private markets exposure

Growth potential

Data analytics tools

Job summary

StepStone Group seeks a SPAR Client Service Analyst in San Diego to support client reporting and data-related activities. You’ll work closely with teams to ensure accurate and timely reporting of investment performance.

This role is ideal for someone looking to grow their skills in data analysis and client service within the private markets sector, with opportunities to develop reporting tools and data workflows.

Qualifications

• Bachelor’s degree in finance, economics or related fields is required or preferred.
• Experience in data analysis or performance reporting is preferred.
• Strong analytical skills and attention to detail are essential.
• Good time management and communication skills are important.
• Team-oriented attitude and self-starter mindset are valuable.

Responsibilities

• Monitor and report on investment activity and performance.
• Compile accurate reports using performance reporting systems.
• Process quarterly reports and cash flow activity.
• Manage data requests and deadlines for clients.
• Collaborate with teams to gather necessary information.
• Assist in executing periodic reporting processes.

Skills

Data analysis

Performance reporting

Analytical skills

Attention to detail

Time management

Communication

Team oriented

Self-starter

Education

Bachelor’s degree in finance, economics, or related fields

Job description

The SPAR Client Service Analyst role at StepStone Group involves supporting client reporting and data-related activities. You’ll work closely with various teams to ensure accurate and timely reporting of investment performance. This position is ideal for someone looking to grow their skills in data analysis and client service within the private markets sector.

What You’ll Do

• Monitor and report on investment activity and performance
• Compile accurate reports using performance reporting systems
• Process quarterly reports and cash flow activity
• Manage data requests and deadlines for clients
• Collaborate with teams to gather necessary information
• Assist in executing periodic reporting processes

What You Need

• Bachelor’s degree in finance, economics, or related fields
• Experience in data analysis or performance reporting preferred
• Strong analytical skills and attention to detail
• Good time management and communication skills
• Team-oriented attitude
• Self-starter who adapts quickly to change

What You’ll Love

• Opportunity to work with a talented team
• Gain experience in private markets and investment reporting
• Develop skills in data analysis and reporting tools
• Dynamic work environment with growth potential

About the Firm

• StepStone Group specializes in private markets
• Offers tailored investment solutions and advisory services
• Focuses on data-driven insights for investors
• Global presence with expertise across sectors and strategies