Analyst - Portfolio Management, Pacing Expert

Posted 17 Days Ago
Be an Early Applicant
La Jolla, Hermosillo, Sonora
90K-115K Annually
Entry level
Financial Services
The Role
The Analyst will focus on liquidity modeling, data retrieval, and model building. They will collaborate with the data team, communicate model assumptions and outputs, and help engineer internal tools for client use to provide actionable insights from data analysis.
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:

As part of StepStone’s Portfolio Management team, the Analyst will analyze data, test and implement models, and produce output that can be used internally and externally across the firm. The role focuses on liquidity modeling and management. The associate will work with the data team to get, clean and understand the available fields; they will suggest models that are relevant for the available data and communicate the assumptions and complexities of the model to partners within the firm; they will fit and select a model and assess goodness of fit. Lastly, they will work with our web development team to engineer tools that can be used internally by our research team and externally by our clients. This position requires the ability to present information simply and effectively to internal and external parties. This is the perfect opportunity for a driven, curious researcher to see their ideas developed into cutting-edge products.

Essential Job Functions:

  • Data retrieval and wrangling using MySQL, Python and PowerBI.
  • Model building and analysis using built-in functions and models developed from scratch in Python.
  • Deploying models using a Django API in collaboration with the web development group.
  • Communicating the output of models to senior management, including assumptions and limitations.
  • Convincing investment professionals in the firm of the merits of the models and analyses.
  • Independent and efficient working style: ability to develop big picture ideas, and translate them into code and actionable model output.

Education and/or Work Experience Requirements:

  • Master’s degree or Ph.D. in Mathematics, Statistics, Biostatistics, Econometrics or a related field. Exceptional candidates with an undergraduate degree will also be considered.
  • Excellent written communication and presentation skills.

Other Knowledge, Skills and Abilities:

  • Deep understanding of statistical model building and data analysis; numerical algorithms expertise a plus.
  • Strong background in Python; will also consider candidates with experience in SAS, R or Matlab.
  • MySQL or other database expertise.
  • Knowledge of investments and/or private markets; deep knowledge of financial instruments and Bloomberg a strong advantage.
  • Extremely strong attention to detail to maintain code and data integrity.
  • Positive attitude and strong team collaboration.


Salary Range $90,000 - $115,000

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.

About us

Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint.  As people are our biggest asset, we offer resources to help our employees reach their full potential.  Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.  

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.  

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.

Developing People at StepStone

#LI-Hybrid

 

Top Skills

Matlab
Python
R
SAS
The Company
HQ: New York, NY
909 Employees
On-site Workplace
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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