Analyst - Operations, Private Wealth New Charlotte

StepStone Group; Charlotte (NC); Hybrid; USD 100,000 - 150,000; Full time

Job summary

StepStone Group is seeking a dedicated Operations professional to support investor onboarding, reporting, and communications for private markets clients. This role collaborative across teams to manage funds, capital calls, and distributions while ensuring timely, accurate information for clients.

You will coordinate with vendors and platforms, track KPIs, and assist with diligence requests. A hybrid work model and commitment to client service are part of the opportunity.

Qualifications

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

Responsibilities

• Facilitate an exceptional client onboarding and ongoing experience for fund investors and reporting needs.
• Prepare investor communications for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc updates.
• Coordinate with fund vendors to support investor access, reporting, and account setup and maintenance.
• Manage daily Operations team inquiries, routing and responding to client and partner questions.
• Liaise with custodians, distributors, and tech platforms to support investor transactions and reporting.

Skills

Attention to detail

Client service

Communication

Team player

Excel

Education

Bachelor's degree

Tools

Copilot

Microsoft Excel

PowerPoint

Word

Job description

When you choose to work with us, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen.

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.
• 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.