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.
Essential Functions:
- Facilitate an exceptional client experience to clients as they onboard into the fund(s), require reporting and when they ultimately redeem.
- Prepare investor correspondence for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc client communications.
- Coordinate with fund vendors to support investor access, communications, reporting, and account setup and maintenance.
- Manage daily Operations team inbound requests, including monitoring, routing, and responding to client and partner inquiries.
- Liaise with clearing and custody, distribution partners, and technology platforms to support investor transactions, reporting, inquiries, invoicing and general support.
- Support distribution and platform fee management, including fee tracking, payment coordination, and related reconciliation activities.
- Support redemption offer preparation and execution, including coordination of required communications, documentation, processing timelines, and related follow-up activities.
- Understand the fund structures, portfolios, and where to obtain key information for diligence requests.
- Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
- Assist and manage inbound requests including various projects and analyses for the private wealth and StepStone Group teams.
Required Knowledge, Skills, and Abilities
- Team player with a strong work ethic and an interest in private markets and/or private wealth.
- Strong project management skills.
- Ability to work independently while being a collaborative team player.
- Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
- Committed to meeting deadlines and progressing workstreams across multiple teams.
- Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
- Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
- Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
- Support the on-going diligence of distributors and platforms.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Copilot.
Education and/or Work Experience Requirements:
- Experience with client service, investor relations or other roles where proactive external and internal communications was required.
- Bachelor’s degree in administration, finance, accounting, business, or other related degree preferred.
- Minimum 1 to 5 years of client service or private wealth operations experience.
#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
- 1 to 5 years of client service or private wealth operations experience
- Experience with client service, investor relations, or roles requiring proactive external and internal communications
- Proficiency with Microsoft Excel, Word, PowerPoint, and Copilot
- Strong project management skills
- Strong verbal and written communication skills
- Strong problem-solving capabilities and experience leading projects or initiatives from beginning to end
- High organization, attention to detail, multitasking, and ability to meet deadlines
- Interest in private markets and/or private wealth
- Bachelor’s degree in administration, finance, accounting, business, or a related field
StepStone Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about StepStone Group and has not been reviewed or approved by StepStone Group.
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Healthcare Strength — Health coverage is described as generous with multiple plan options, and in some cases employee‑only premiums are fully paid. Feedback suggests wellness resources and plan choice enhance the overall value of the package.
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Retirement Support — Retirement offerings include a 401(k) program that is viewed favorably. Feedback suggests long‑term incentive elements complement core retirement benefits.
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Parental & Family Support — Parental support includes leave coaching, paid parental leave, and resources for new parents alongside related travel and logistical supports. Feedback suggests these policies are a meaningful part of the benefits package.
StepStone Group Insights
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.
