Private Wealth Operations Analyst

StepStone Group; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

StepStone Group in Charlotte, NC, is seeking an organized client service and private wealth operations professional. You will onboard clients into funds, prepare quarterly investor reports, and coordinate with fund vendors to ensure timely reporting and access.

The role requires strong project management, attention to detail, and ability to multi-task across teams. You will handle inquiries, support redemption processes, and assist senior management with KPI tracking and diligence requests in a

Qualifications

• Experience in client service or investor relations preferred.
• Bachelor’s degree in administration, finance, accounting, business or related field.
• 1–5 years of client service or private wealth operations experience desired.

Responsibilities

• Onboard clients into funds and assist with reporting needs.
• Prepare investor correspondence including quarterly reports, capital calls, and distributions.
• Coordinate with fund vendors for investor access, reporting, and account setup.
• Manage Operations team inquiries and route to appropriate teams.
• Liaise with distributors and platforms to support investor transactions and invoicing.
• Track distribution fee management and related reconciliations.
• Assist and manage diligence requests and projects for private wealth teams.

Skills

Team player

Project management

Independent worker

Highly organized

Communication skills

Problem-solving

Growth mindset

Attention to detail

Education

Bachelor's degree in business or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Copilot

Job description

StepStone Group in Charlotte, NC, is seeking an organized client service and private wealth operations professional. You will onboard clients into funds, prepare quarterly investor reports, and coordinate with fund vendors to ensure timely reporting and access.

The role requires strong project management, attention to detail, and ability to multi-task across teams. You will handle inquiries, support redemption processes, and assist senior management with KPI tracking and diligence requests in a