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.
StepStone Private Wealth is seeking a professional to support the onboarding, maintenance, and day-to-day inquires of investors and distributors in our Luxembourg and Australian domiciled, semi-liquid, open-ended private market funds. The selected candidate will interact and collaborate with various internal departments including business development, due diligence, fund accounting, fund operations, operational due diligence, legal and compliance. The individual will act as a liaison between investors and administrators / transfer agents, clearing and custody firms, distribution platforms and other third-party vendors in Australia, Luxembourg, and the Cayman Islands.
The position requires excellent, responsive, communication and interpersonal skills as well as a proven track record in managing competing priorities, servicing clients, and working with AML/KYC requirements. The person should ideally have a solid understanding of private markets, private wealth institutions and serving high net worth clients.
To excel in this role, the candidate must enjoy working in a fast-paced, team-oriented environment managing numerous concurrent workstreams and be able to operate independently.
Essential Job Functions:- Facilitate an exceptional client experience to Asian and Australian investors as they onboard into the fund(s), require reporting and when they ultimately redeem.
- Understand and explain relevant AML/KYC requirements and support the completion of the subscription process.
- Support the external transfer agent as required to ensure investors are in good order with AML/KYC requirements.
- Liaise with clearing and custody, global distribution partners, and technology platforms to support investor transactions, reporting, inquiries, and general support.
- 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 with various projects and analyses for the private wealth and business development teams.
- Support the initial and on-going diligence of distributors and platforms.
- 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.
- Proficiency with Microsoft Excel, Word, and PowerPoint
- 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
- Minimum 3 to 5 years of client service or private wealth operations experience.
- Working knowledge of Asian Banks and Wealth Managers as well as platforms
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.
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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.
