Junior Analyst - Client Services

StepStone Group; La Jolla Ranch (CA); Hybrid; USD 34,000 - 49,000; Full time

Job summary

StepStone Group is seeking a Junior Analyst for the SPAR team to drive quarterly client reporting and data-driven insights. You will work with senior SPAR members and cross-functional teams to ensure accurate deliverables.

You will leverage Power BI, Excel, and other BI tools to enhance reporting processes, while growing domain expertise in private markets and reporting standards.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Intelligence or Data Analytics related field preferred.
• 1+ years of experience; Private Markets experience preferred.
• Experience with data analysis and performance reporting.
• Record of value-add projects and initiatives.

Responsibilities

• Use performance reporting systems and BI tools to compile accurate reports for external clients.
• Collaborate with SPAR Client Teams to gather information.
• Oversee full lifecycle of periodic reporting processes with proper data practices.
• Develop and maintain data-related content for client deliverables.
• Become a domain expert in reporting tools and best practices.

Skills

Attention to detail

Time management

Self-motivated

Curiosity

Education

Bachelor’s degree in Finance, Economics, Business Intelligence or Data Analytics

CA/ CFA designation a plus

Tools

Power BI

Excel

Jira

Power Pivot

Tabular Models

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

As part of StepStone’s Portfolio Analytics and Reporting (“SPAR”) team, the Junior Analyst will be responsible for the execution and oversight of periodic (e.g., quarterly) reporting processes and systems, providing timely and accurate reporting primarily to external clients. The Junior Analyst will work closely with senior SPAR team members and all relevant departments to support client reporting needs and the Department/Firm at large.

Essential Job Functions

• Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients
• Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR’s global reporting master template standards
• Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
• Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines
• Assist in developing and maintaining new and enhanced data-related content for client deliverables
• Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
• Must be curious, willing to innovate and can create novel approaches on a day-to-day basis

Education and/or Work Experience Requirements

• Bachelor’s degree in Finance, Economics, Business Intelligence or Data Analytics related field preferred
• 1+ years of experience; Private Markets experience preferred
• Prior experience with the use of data analysis and performance reporting
• Record of accomplishment of projects demonstrating value-add initiatives

Required Knowledge, Skills, and Abilities

• Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Jira, Power Pivot and Tabular Models
• Extremely strong attention to detail
• Strong time management, prioritization, and communication skills
• Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
• Inquisitive and intellectually curious, able to independently learn recent technologies, skills, and industry standards
• Progress towards obtaining a relevant professional designation such as CFA or CAIA is a plus

Salary: $30 / hour

#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