Senior Associate, Client Services - Reporting & Analytics

stepstone.fr; San Diego (CA); Hybrid; USD 105,000 - 120,000; Full time

Job summary

StepStone, a global private markets specialist, is seeking a Senior Associate for SPAR Client Service to provide portfolio analytics and reporting for private markets clients. You will collaborate with leadership and other departments to support global investment activity and help ensure timely, accurate deliverables.

You will manage client relationships, supervise junior staff, mentor, and help develop the team while maintaining high standards of service and professionalism in a hybrid work

Qualifications

• Bachelor’s degree in finance, economics or business preferred.
• Minimum of 5 years of relevant experience preferred.
• Significant experience with Microsoft Excel, Word, Power Point, and Power BI.
• Working knowledge of financial accounting and reporting systems.
• Proven ability to lead projects and/or teams.
• Strong verbal and written communication skills.

Responsibilities

• Serve as account manager, overseeing client monitoring and reporting cycles.
• Lead and delegate resources for client projects with private equity focus.
• Review and sign off on core client deliverables on time.
• Develop and mentor junior staff; support team performance and growth.
• Collaborate with cross-functional teams to meet client needs and deadlines.

Skills

MS Excel

Power BI

PowerPoint

Communication

Project management

Education

Bachelor's degree in finance, economics or business

Tools

Microsoft Word

Microsoft PowerPoint

Job description

We are global private markets specialistsdelivering tailored investment solutions,advisory services, and impactful, data driveninsights to the world’s investors.Leveraging the power of our platform andour peerless intelligence across sectors,strategies, and geographies, we helpidentify the advantages and the answersour clients need to succeed.

Position Overview

The Senior Associate of SPAR (StepStone Portfolio Analytics & Reporting) Client Service is responsible for providing portfolio analytics and reporting services for the Firm’s private markets investment clients and related portfolios. The Senior Associate will work closely with the Department’s senior leadership as well as other departments (e.g. Accounting, Research, Investor Relations) where necessary to provide support to the Firm’s global investment activities. As a senior stakeholder of the Department, the SPAR Senior Associate is expected to provide a combination of client management and team development.

Essential Job Functions:

Client Management

• Department resource for client relationship management
• Serve as account manager, working closely with different functional teams and stakeholders to oversee all aspects of the client monitoring and reporting cycle, with a focus on the Firm’s private equity and multi-asset client base
• Final review and sign-off for core client deliverables
• Ensure key deadlines are established, continuously strived for, and met on time
• Manage, anticipate, and communicate needs for relevant client deliverables
• Lead and effectively delegate resources to ad hoc client projects, where necessary
• Ensure succession plans and institutional memory are in place as needed to ensure uninterrupted client service (client lead backups, documentation of unique processes/procedures, etc.)
• Continuously take initiative to improve work processes and productivity

Team Development

• Work with other client service account managers, to help manage day-to-day operations of the team
• Actively develop, engage and mentor junior staff by offering timely feedback, challenging work, guidance, and increasing scope of responsibilities based on merit
• Provide explanation and reinforcement of Department-wide communications, initiatives, and training objectives to junior staff
• Encourage and promote skill development of team, objectively identifying strengths and weaknesses of junior staff and improving the effective operations of the team
• Actively mentor and develop junior members of the Department (outside of their Direct Reports) and participate in team building with the broader Department
• As a senior stakeholder of the Department, the Senior Associate is held to the highest standard of respectful communication, which is instrumental in setting the tone for the rest of the Department team

Education and/or Work Experience Requirements

• Bachelor’s degree in finance, economics or business preferred
• Minimum of 5 years of relevant experience preferred
• Significant experience with Microsoft Excel, Word, Power Point, and Power BI
• Working knowledge of financial accounting and demonstrated ability to learn new performance and portfolio reporting systems
• Proven ability to lead projects and/or teams
• Proven ability to multi-task and manage priorities against key deadlines
• Proven ability to work with stakeholders across various departments within an organization
• Strong verbal and written communication skills
• Highly motivated individual with demonstrated initiative, independence and adaptability
• Problem solving skills and ability to oversee execution of accurate and high-quality finished products
• Interest in global financial markets

Salary Range: $105,000 - $120,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

#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.