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”) team, the Reporting Specialist Analyst will be responsible for the execution and oversight of periodic (e.g., quarterly) reporting processes and systems, providing timely and accurate reporting primarily to external clients. The Reporting Specialist - Analyst will work closely with senior SPAR team members and all relevant departments to support client reporting needs and the Department/Firm at large.
Essential Job Functions
- Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients
- Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR’s global reporting master template standards
- Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
- Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines
- Assist in developing and maintaining new and enhanced data-related content for client deliverables
- Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
- Must be curious, willing to innovate and can create novel approaches on a day-to-day basis
Education and/or Work Experience Requirements
- Bachelor’s degree in Finance, Economics, Business Intelligence or Data Analytics related field preferred
- 2+ years of experience; Private Markets experience preferred
- Prior experience with the use of data analysis and performance reporting
- Record of accomplishment of projects demonstrating value-add initiatives
Required Knowledge, Skills, and Abilities
- Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Jira, Power Pivot and Tabular Models
- Extremely strong attention to detail
- Strong time management, prioritization, and communication skills
- Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
- Inquisitive and intellectually curious, able to independently learn recent technologies, skills, and industry standards
- Progress towards obtaining a relevant professional designation such as CFA or CAIA is a plus
Salary Range: $77,000 - $80,000
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.
#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 Intelligence or Data Analytics
- 2+ years of experience in reporting and data analysis
- Experience with Power BI and performance reporting software
- Progress towards professional designation (CFA or CAIA)
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.
