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
StepStone is looking for a customer-centric, detail-oriented individual who will work with a team that manages fund operations and client relations for the StepStone Australia Funds. The person should have a solid understanding of investment operations and strong communication skills.
Essential Job Functions:
• Manage communication with the fund’s Australia transfer agent and administrator to ensure a seamless client experience.
• Coordinate with the fund’s Responsible Entity (RE) to resolve operational matters efficiently
• Assist clients with onboarding and any operations-related queries
• Build and maintain a strong working relationship with the EMEA Operations team to ensure accurate trade processing.
• Collaborate with the legal team to update documentation and ensure timely approval and implementation.
• Assist due diligence team to complete information requests promptly and accurately.
• Monitor quarterly KPIs for both external service providers and internal performance metrics.
• Maintain a project tracker for open items and ensure timely updates across teams.
• Ensure all data providers, platforms and pricing sources receive accurate and up to date information.
• Assist and contribute to projects and analyses for the private wealth and business development teams.
Required Knowledge, Skills, and Abilities
• 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 with limited supervision.
• 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
Education and/or Work Experience Requirements:
• Bachelor’s degree in finance, business administration, management or business preferred
• One+ year of related financial services experience required
• Strong written and verbal communication skills
• Highly motivated individual with demonstrated initiative, independence and adaptability
• Proven customer service skills
Other Attributes:
• Team oriented yet self-driven
• Interest in global financial markets and/or international business experience
• Strong work ethic
• Flexible work schedule
#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
- One+ year of related financial services experience
- Bachelor's degree in finance, business administration, management or business
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Strong project management skills
- Effective written and verbal communication skills
- Proven customer service skills
- Highly organized, attention to detail, and ability to multi-task
- Ability to work independently while collaborating with cross-functional teams
- Interest in private markets and/or private wealth
- Strong problem-solving capabilities with track record of leading projects
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.
