Analyst - DATS

Reposted 7 Hours Ago
Be an Early Applicant
La Jolla, Hermosillo, Sonora, MEX
In-Office
77K-80K Annually
Junior
Financial Services
The Role
Provide data-driven support for investor relations and business development activities, focusing on Requests for Proposals, data analysis, and performance reporting.
Summary Generated by Built In

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

StepStone is looking for a detail-oriented, proactive professional who will provide dedicated data-related support for the Firm’s investor relations and business development activities in the private markets (specifically, private equity, infrastructure, real estate, and private debt). This role will be responsible for evaluating investment performance data to execute Requests for Proposals (RFPs), as well as other business development activities.

Essential Job Functions:
  • Provide data-driven support for the Firm’s business development and RFP activities, with a large focus on completing data-related responses required for these activities.
  • Use Firm’s performance reporting systems, spreadsheet data models, and other analytics dashboard tools (e.g., Power BI and Power Query) to compile accurate and timely data responses required by Requests for Proposals, business development activities, and other investor due diligence questionnaires from current and prospective clients. 
    • Collaborate with cross-functional teams to compile data-related items and generate a Statement of Work (SOW).
    • Provide support in various aspects of the fundraising process, with a large focus on completing Requests for proposals.
  • Perform customized/ad-hoc analyses and manage data exhibits related to the Firm’s performance track record composites and Assets Under Management/Assets Under Advisory client datasets, to demonstrate capabilities, experience, and historical trends. This could include a variety of the Firm’s commingled fund investment capabilities and multi-asset class investment products.
  • Provide support on developing new and enhancing existing presentation data-related content for marketing materials.
  • Demonstrate a proactive approach to problem-solving, leveraging various resources to find effective solutions, including providing support on enhancing existing operational processes.
  • Convey numerical information to end users and audiences effectively, typically done through storytelling.
Education and/or Work Experience Requirements:
  • Bachelor’s degree required with a concentration in finance, business accounting, economics, or equivalent preferred.
  • At least one year of relevant experience required.
  • Prior experience with the use of data analysis and storytelling through data.
Required Knowledge, Skills, and Abilities
  • Strong analytical and organizational skills and high attention to detail.
  • Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently.
  • Strong written and verbal communication skills needed for cross team collaboration.
  • Ability to produce timely and accurate data deliverables/cuts using a combination of performance reporting software, large spreadsheet data models, and analytics dashboards (e.g., Power BI, Power Query, Excel).
  • Experience with data analytics software and coding languages such as SQL and DAX preferred.
  • General comfort and ease within the Excel spreadsheet environment, including ability to periodically adapt/add to existing spreadsheet designs to deliver novel, customized data cuts requested.
  • General familiarity with private markets performance and exposure reporting.

Salary Range: $68,000 - $70,595

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.

Developing People at StepStone

 

Skills Required

  • Bachelor's degree in finance, business accounting, economics, or equivalent
  • At least one year of relevant experience in data analysis
  • Strong analytical and organizational skills
  • Experience with data analytics software and coding languages such as SQL and DAX
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The Company
HQ: New York, NY
909 Employees
Year Founded: 2007

What We Do

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals.StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

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