Client Success & Portfolio Analytics Lead

Growth Equity Interview Guide; San Diego (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

StepStone Group is seeking a Senior Associate in Client Services to manage client relationships and provide portfolio analytics for private markets investments. The role involves collaboration across departments to ensure high-quality reporting and client satisfaction, along with mentoring junior staff and driving improvements in team processes.

The position offers growth opportunities in a dynamic environment and a chance to contribute to client success within a leading private markets platform

Qualifications

• Role involves managing client relationships and providing portfolio analytics for private markets investments.
• Collaborate with various departments to ensure high-quality reporting and client satisfaction.
• Mentor junior staff and improve team processes.

Responsibilities

• Manage client relationships
• Provide portfolio analytics for private markets investments
• Collaborate with various departments to ensure high-quality reporting and client satisfaction
• Mentor junior staff
• Improve team processes

Job description

StepStone Group is seeking a Senior Associate in Client Services to manage client relationships and provide portfolio analytics for private markets investments. The role involves collaboration across departments to ensure high-quality reporting and client satisfaction, along with mentoring junior staff and driving improvements in team processes.

The position offers growth opportunities in a dynamic environment and a chance to contribute to client success within a leading private markets platform