Analyst - Operations, Private Wealth

StepStone Group; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

StepStone Group in Charlotte, NC, is seeking an organized client service and private wealth operations professional. You will onboard clients into funds, prepare quarterly investor reports, and coordinate with fund vendors to ensure timely reporting and access.

The role requires strong project management, attention to detail, and ability to multi-task across teams. You will handle inquiries, support redemption processes, and assist senior management with KPI tracking and diligence requests in a

Qualifications

• Experience in client service or investor relations preferred.
• Bachelor’s degree in administration, finance, accounting, business or related field.
• 1–5 years of client service or private wealth operations experience desired.

Responsibilities

• Onboard clients into funds and assist with reporting needs.
• Prepare investor correspondence including quarterly reports, capital calls, and distributions.
• Coordinate with fund vendors for investor access, reporting, and account setup.
• Manage Operations team inquiries and route to appropriate teams.
• Liaise with distributors and platforms to support investor transactions and invoicing.
• Track distribution fee management and related reconciliations.
• Assist and manage diligence requests and projects for private wealth teams.

Skills

Team player

Project management

Independent worker

Highly organized

Communication skills

Problem-solving

Growth mindset

Attention to detail

Education

Bachelor's degree in business or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Copilot

Job description

We are global private markets specialistsdelivering tailored investment solutions,advisory services, and impactful, data driveninsights to the world’s investors.Leveraging the power of our platform andour peerless intelligence across sectors,strategies, and geographies, we helpidentify the advantages and the answersour clients need to succeed.

Essential Functions:

• Facilitate an exceptional client experience to clients as they onboard into the fund(s), require reporting and when they ultimately redeem.
• Prepare investor correspondence for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc client communications.
• Coordinate with fund vendors to support investor access, communications, reporting, and account setup and maintenance.
• Manage daily Operations team inbound requests, including monitoring, routing, and responding to client and partner inquiries.
• Liaise with clearing and custody, distribution partners, and technology platforms to support investor transactions, reporting, inquiries, invoicing and general support.
• Support distribution and platform fee management, including fee tracking, payment coordination, and related reconciliation activities.
• Support redemption offer preparation and execution, including coordination of required communications, documentation, processing timelines, and related follow-up activities.
• Understand the fund structures, portfolios, and where to obtain key information for diligence requests.
• Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
• Assist and manage inbound requests including various projects and analyses for the private wealth and StepStone Group teams.

Required Knowledge, Skills, and Abilities

• Team player with a strong work ethic and an interest in private markets and/or private wealth.
• Strong project management skills.
• Ability to work independently while being a collaborative team player.
• Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
• Committed to meeting deadlines and progressing workstreams across multiple teams.
• Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
• Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
• Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
• Support the on-going diligence of distributors and platforms.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Copilot.

Education and/or Work Experience Requirements:

• Experience with client service, investor relations or other roles where proactive external and internal communications was required.
• Bachelor’s degree in administration, finance, accounting, business, or other related degree preferred.
• Minimum 1 to 5 years of client service or private wealth operations experience.

#LI-Hybrid

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.

Developing People at StepStone