Junior Analyst - Client Services

Posted Yesterday
Be an Early Applicant
La Jolla, Hermosillo, Sonora, MEX
Hybrid
30-30 Hourly
Junior
Financial Services
The Role
Supports quarterly client reporting processes for StepStone’s Portfolio Analytics and Reporting team. Compiles accurate reports using performance reporting systems and business intelligence tools, collaborates with client teams to gather information, applies data methodologies, maintains reporting content, and helps oversee reporting deliverables. The role also develops expertise in reporting tools, industry practices, and proprietary systems while managing deadlines and identifying process improvements.
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 Analytics and Reporting (“SPAR”) team, the Junior 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 Junior 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
  • 1+ 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: $30 / hour

#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, Data Analytics, or a related field
  • At least 1 year of professional experience
  • Private markets experience
  • Experience using data analysis and performance reporting
  • Demonstrated project accomplishments that delivered value-added initiatives
  • Experience with performance reporting software and business intelligence tools, including Power BI, Excel, Jira, Power Pivot, and Tabular Models
  • Extremely strong attention to detail
  • Strong time management, prioritization, and communication skills
  • Ability to work independently, take initiative, adapt to change, and learn new technologies and industry standards
  • Progress toward a relevant professional designation such as CFA or CAIA

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.

  • 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.
  • Retirement Support Retirement offerings include a 401(k) program that is viewed favorably. Feedback suggests long‑term incentive elements complement core retirement benefits.
  • 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

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The Company
HQ: New York, NY
909 Employees
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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