Teams at StepStone Group

Produces private debt portfolio analytics and reporting for institutional clients, analyzing performance, exposures, cash flows, and data quality. Investigates discrepancies, supports reporting automation, improves reporting methodologies, and maintains private markets data. Collaborates with investment, accounting, research, and investor relations teams to deliver accurate and timely outputs. The role requires strong financial data analysis, reconciliation, reporting, and process improvement skills.

Supports private markets data monitoring, verification, reconciliation, reporting, and analytics across cashflows, NAV, investments, and portfolio metrics. Reviews team work, resolves data issues, supports client and investor relations requests, mentors junior analysts, and improves procedures. Uses DAX, Power BI, Excel Power Query, SQL, and financial accounting knowledge to deliver accurate, timely insights and lead operational improvements.

Supports private wealth fund operations, investor onboarding, reporting, communications, redemptions, fee management, vendor coordination, reconciliations, and client inquiries. Maintains operational KPIs, supports distributor and platform diligence, coordinates with custodians and technology partners, and contributes to projects and analyses. Requires strong organization, communication, project management, problem-solving, and client service skills, along with proficiency in Microsoft Office and Copilot.