Private Wealth Operations & Investor Services Analyst

stepstone.fr; Charlotte (NC); Hybrid; USD 65,000 - 95,000; Full time

Job summary

StepStone Group US is seeking a detail-oriented operations professional to support investor relations and client service within a global private markets framework. You will assist with onboarding, reporting, and communications across private equity funds, fund vendors, and internal teams to ensure timely, accurate deliverables.

The role requires 1–5 years in client service or private wealth operations, strong Excel/PowerPoint skills, and the ability to manage multiple priorities in a fast-paced

Qualifications

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

Responsibilities

• Onboard clients into funds and handle reporting and redemption processes.
• Prepare investor correspondence for private equity funds (quarterly reports, capital calls, distributions).
• Coordinate with fund vendors to support investor access, communications and reporting.
• Manage Operations team inquiries and route/respond to client/partner questions.
• Liaise with clearing, custody, distribution partners and tech platforms for investor transactions and reporting.
• Support distribution and platform fee management and related reconciliation.
• Assist with redemption offer preparation and execution and related communications.
• Understand fund structures and portfolio details for diligence requests.
• Track internal KPIs and report growth metrics to senior management.
• Assist and manage various projects for private wealth and StepStone teams.

Skills

Teamwork

Project management

Independent

Attention to detail

Deadline-driven

Communication

Problem solving

Growth mindset

Diligence

Excel

Word

PowerPoint

Copilot

Education

Bachelor's degree

Tools

Microsoft Excel

Word

PowerPoint

Copilot

Job description

StepStone Group US is seeking a detail-oriented operations professional to support investor relations and client service within a global private markets framework. You will assist with onboarding, reporting, and communications across private equity funds, fund vendors, and internal teams to ensure timely, accurate deliverables.

The role requires 1–5 years in client service or private wealth operations, strong Excel/PowerPoint skills, and the ability to manage multiple priorities in a fast-paced