Junior Portfolio Analytics & Reporting Analyst

StepStone Group; Northern (KY); Hybrid; USD 34,000 - 49,000; Full time

Job summary

StepStone Group seeks a Junior Analyst to support the SPAR team in executing quarterly client reporting and delivering accurate, timely insights. You’ll work closely with senior team members and partner across departments to ensure consistency with global templates.

The role emphasizes data accuracy, BI tool usage such as Power BI, strong attention to detail, and a proactive, self-starting approach in a fast-changing environment. A Bachelor’s degree and 1+ years of experience are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, BI or Data Analytics related field preferred.
• 1+ years of experience; Private Markets experience preferred.
• Prior experience with data analysis and performance reporting.

Responsibilities

• 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.

Skills

Attention to detail

Time management

Communication skills

Self-starter initiative

Analytical thinking

Education

Bachelor's degree in Finance, Economics, BI or Data Analytics related field

Tools

Power BI

Excel

Jira

Power Pivot

Tabular Models

Job description

StepStone Group seeks a Junior Analyst to support the SPAR team in executing quarterly client reporting and delivering accurate, timely insights. You’ll work closely with senior team members and partner across departments to ensure consistency with global templates.

The role emphasizes data accuracy, BI tool usage such as Power BI, strong attention to detail, and a proactive, self-starting approach in a fast-changing environment. A Bachelor’s degree and 1+ years of experience are preferred.