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 Analytics and Reporting (SPAR) organization, the Private Wealth Analyst will support core data processing, validation, and operational workflows used across the Firm’s private markets platform. The Analyst will work closely with SPAR Private Wealth team leadership and SPAR Client Service partners to ensure accurate, timely, and consistent private markets data in accordance with established standards and methodologies.
Essential Job Functions:
- Process private markets data received from General Partners (GPs), including data entry, reconciliation, and validation of capital account statements, cash flows, financial statements, and portfolio company operating metrics
- Support the accuracy and integrity of StepStone’s private markets data universe, including NAVs, asset-level information, and portfolio company metrics
- Compile accurate and timely data outputs in accordance with established SPAR standards, documentation, and quality controls
- Complete assigned daily, weekly, and monthly operational deliverables supporting StepStone Private Wealth (SPW) and SPAR Client Service objectives
- Monitor assigned workflows to ensure deadlines are met and proactively escalate issues or risks impacting delivery timelines
- Identify data inconsistencies, missing information, or anomalies and coordinate resolution with appropriate internal stakeholders
- Collaborate with SPAR and SPW teams to support recurring operational processes and evolving data needs
- Support process documentation and continuity by adhering to standard procedures and best practices
Secondary Responsibilities may include:
- Assist with recurring operational workflows such as monthly valuation uploads and daily data confirmation checks
- Support process improvement efforts, automation initiatives, and workflow enhancements
- Participate in ad hoc projects, analyses, or operational initiatives in support of team and departmental objectives
- Perform other duties as assigned
Education and/or Work Experience Requirements
- Bachelor’s degree in finance, economics, business, or a related field preferred
- Prior internship or entry-level experience in finance, accounting, data, or operations is a plus
Required Knowledge, Skills, and Abilities
- Strong analytical skills, attention to detail, and commitment to data integrity
- Effective communicator, with strong written and verbal skills
- Excellent time management and organizational skills; able to manage multiple priorities and meet deadlines
- Advanced proficiency in Excel and familiarity with data visualization/reporting tools (e.g., Power BI)
- Self-motivated, collaborative, and proactive in identifying and solving problems
- Able to work independently and as part of a team in a fast-paced, evolving environment
- Demonstrates initiative, adaptability, and a drive for continuous improvement
#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, economics, business, or a related field preferred
- Prior internship or entry-level experience in finance, accounting, data, or operations
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.
