Senior Product Manager, Private Wealth Data & Diligence

StepStone Group; New York (NY); Hybrid; USD 161,000 - 196,000; Full time

Job summary

StepStone Group Private Wealth LLC seeks a Senior Associate, Product Management for its NY, NY location. The role emphasizes drafting diligence responses, RFP/RFI/DDQ content, and building automated data workflows with Power BI, SharePoint, Excel, and PowerPoint.

The candidate will maintain content repositories, ensure data quality, and support client presentations. Required are a Finance/Accounting/Business degree and 3 years in private markets, with deep experience in end-to-end project

Qualifications

• Leading end-to-end project management lifecycle of complex private markets RFPs/RFIs/DDQs across multiple asset classes.

Responsibilities

• Collaborate with cross-functional teams to draft high-quality, consistent diligence responses and fund materials.
• Build and maintain data-driven DDQ/RFP output and dashboards using Power BI, SharePoint, Excel, and PowerPoint.
• Manage centralized diligence content repositories with taxonomy, version control and data quality checks.
• Provide client-facing updates, assist in presentations, and mentor junior team members.

Skills

Power BI

SharePoint

MS Excel

PowerPoint

Education

Bachelor's degree in Finance, Accounting, Business Administration or related field

Tools

Responsive

Job description

StepStone Group Private Wealth LLC seeks a Senior Associate, Product Management for its NY, NY location. The role emphasizes drafting diligence responses, RFP/RFI/DDQ content, and building automated data workflows with Power BI, SharePoint, Excel, and PowerPoint.

The candidate will maintain content repositories, ensure data quality, and support client presentations. Required are a Finance/Accounting/Business degree and 3 years in private markets, with deep experience in end-to-end project