Analyst - Project Management Office Workflow & Systems

stepstone.fr; San Diego (CA); Hybrid; USD 70,000 - 75,000; Full time

Job summary

StepStone is seeking a detail-oriented Analyst in San Diego, California to help develop and improve workflows for the DATS Program Management Office (PMO). The role involves maintaining data integrity across systems, supporting structured workflow execution, and implementing process improvements.

The ideal candidate has a Bachelor’s degree, strong analytical skills, and experience in operations or data support. A familiarity with Jira is advantageous. Furthermore, the position offers a hybrid work model.

Qualifications

• 1–3 years of experience in operations, analytics, systems support, or a similar role (preferred).
• Exposure to structured data environments or process-driven work is a plus.
• Familiarity with workflow management tools is a plus, particularly in a structured process context.

Responsibilities

• Support execution and maintenance of PMO workflows to ensure reliable operations.
• Maintain structured project data within workflow tools like Jira.
• Identify gaps in PMO processes and contribute to streamlining workflows.

Skills

Attention to detail

Analytical mindset

Problem-solving

Task management

Collaboration

Education

Bachelor’s degree in business, information systems, engineering, analytics, or related field

Tools

Jira

Excel

Job description

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

StepStone is seeking a detail-oriented and proactive analyst to support the development and improvement of workflows, systems, and processes that enable efficient execution of the DATS Program Management Office (PMO). This role will focus on maintaining data integrity across systems, supporting structured workflow execution, and assisting in the implementation of process improvements and lightweight automation. The analyst will work closely with PMO leadership and technical specialists to translate operational needs into scalable, repeatable workflows. The role operates within a developing PMO environment and will support evolving workflows and tools as the team continues to scale.

Essential Job Functions

• Support the execution and maintenance of PMO workflows across intake, discovery, and project tracking processes to ensure consistent and reliable operations
• Maintain and validate structured project data within workflow tools (e.g., Jira), ensuring required fields, relationships, and updates are accurate and aligned across systems
• Assist in aligning data and outputs across Jira, reporting tools, and the DATS Portal to support accurate reporting and visibility
• Identify inefficiencies, gaps, or repetitive manual steps in PMO processes and contribute to improving and streamlining workflows
• Assist in developing and maintaining basic automation solutions (e.g., notifications, reminders, validation checks) to reduce manual coordination efforts
• Support the development of AI-assisted workflows to reduce manual effort and improve consistency across PMO processes
• Partner with technical specialists to support implementation of workflow and system enhancements, translating operational needs into structured requirements
• Support recurring reporting processes and system updates, ensuring data consistency and completeness
• Contribute to documentation and standardization of workflows, tools, and operating procedures

Education and/or Work Experience Requirements

• Bachelor’s degree required, preferably in business, information systems, engineering, analytics, or a related field
• 1–3 years of experience in operations, analytics, systems support, or a similar role (preferred)
• Exposure to structured data environments or process-driven work (e.g., Excel models, databases, workflow tools, or academic projects) is a plus
• Familiarity with workflow management tools (e.g., Jira or similar platforms) is a plus, particularly in the context of supporting structured processes or data tracking
• Prior experience working in a professional services, financial services, or private markets environment is a plus

Required Knowledge, Skills, and Abilities

• Strong attention to detail, particularly when working with structured data and process-driven systems
• Analytical mindset with the ability to understand relationships between workflows, data structures, and system outputs
• Ability to work within defined processes and apply structured logic when interacting with workflow systems and tools
• Comfort working within systems such as Jira (or similar tools) to maintain data accuracy and workflow consistency
• Ability to learn new tools, systems, and processes with guidance and apply them consistently in a structured environment
• Problem-solving mindset with curiosity toward identifying inefficiencies and opportunities to improve repeatable processes
• Strong organization and task management skills, with the ability to manage multiple priorities and follow work through to completion
• Ability to collaborate effectively with both technical and non-technical stakeholders and communicate clearly across teams

Other Attributes

• Curious and proactive in understanding how systems and workflows operate
• Comfortable working in a developing and evolving team structure
• Willingness to learn from technical specialists and apply feedback
• Detail-oriented with a focus on accuracy and consistency
• Demonstrates patience and persistence when working through structured processes

Salary Range: $70,000 - $75,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

#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