Associate/Senior Associate, Client Services - Portfolio Analytics and Reporting (6 Month Contract)
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.
The Associate/Senior Associate, SPAR Client Service, is responsible for providing portfolio analytics and reporting services for the firm's private markets investment clients and related portfolios. The Senior Associate will work closely with the department's senior leadership, as well as other departments (e.g., Accounting, Research, Investor Relations), to support the firm's global investment activities.
As a senior stakeholder within the department, the SPAR Senior Associate is expected to contribute to both client management and team development.
Essential Job FunctionsClient Management- Act as a department resource for client relationship management.
- Serve as account manager, overseeing all aspects of the client monitoring and reporting cycle, with a focus on the firm's private equity and multi-asset client base.
- Perform final review and sign-off for core client deliverables.
- Ensure key deadlines are established, communicated, and consistently met.
- Manage, anticipate, and communicate requirements for client deliverables.
- Lead and effectively delegate resources on ad hoc client projects when necessary.
- Ensure succession plans and institutional knowledge are maintained to support uninterrupted client service (e.g., client lead backups, documentation of unique processes and procedures).
- Partner with other client service account managers to help manage the team's day-to-day operations.
- Develop, engage, and mentor junior staff by providing challenging work, guidance, and increasing levels of responsibility based on performance.
- Reinforce department-wide communications, initiatives, and training objectives with junior team members.
- Promote continuous skill development by identifying strengths and development areas and improving overall team effectiveness.
- Mentor and develop junior team members outside of direct reporting lines and actively contribute to broader department team-building efforts.
- Demonstrate and model respectful communication, helping set the standard and culture for the wider department.
- Bachelor's degree in Finance, Economics, Business, or a related field preferred.
- Minimum of 5 years of relevant experience preferred.
- Strong experience with Microsoft Excel, Word, PowerPoint, and Power BI.
- Working knowledge of financial accounting and the ability to learn new performance and portfolio reporting systems.
- Proven ability to lead projects and/or teams.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Experience collaborating with stakeholders across different departments.
- Excellent verbal and written communication skills.
- Highly motivated, proactive, adaptable, and able to work independently.
- Strong problem-solving skills with a focus on delivering accurate, high-quality work.
- Interest in global financial markets.
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
- Strong experience with Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and Power BI.
- Working knowledge of financial accounting and ability to learn new performance and portfolio reporting systems.
- Proven ability to lead projects and/or teams.
- Strong organizational skills with ability to manage multiple priorities and deadlines.
- Experience collaborating with stakeholders across different departments.
- Excellent verbal and written communication skills.
- Highly motivated, proactive, adaptable, and able to work independently.
- Strong problem-solving skills with a focus on delivering accurate, high-quality work.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Minimum of 5 years of relevant experience.
- Interest in global financial markets.
- Must be at least 18 years old to apply.
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.
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