Senior Analyst- Client Solutions - Private Debt

Posted 4 Days Ago
Be an Early Applicant
Zürich
3-5 Years Experience
Financial Services
The Role
The Senior Analyst for Client Solutions in Private Debt will design and implement investment solutions, prepare investment proposals, assess content for accuracy, lead implementation projects, conduct market research, and support the Private Debt team with various analyses and presentations.
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.

StepStone is looking for a detailed-orientated individual who will work for a team that supports the business development efforts of the private debt business of the firm.  This team member will interact and collaborate with our clients and very closely with senior professionals across various teams including business development, research and investment across asset classes, legal and compliance, monitoring and reporting, among others, to meet our client’s requirements about the firm’s service offerings and investment vehicles.

The person should have a solid understanding of investments and ideally of private debt, strong project management skills and communication skills.

Primary responsibilities include:

  • Work alongside with the business development and investment team to design and implement investment solutions for private debt investments
  • Create and prepare pitch books and investment proposals for institutional clients
  • Critically assess the veracity and applicability of content provided by cross-functional team members for pitches / proposals
  • Coordinate and lead specific implementation projects
  • Assist with market research and performance analysis
  • Assist and perform ad hoc projects and reviews related to the client solutions function
  • Additional efforts may include creating and writing original content and analysis for new business activities (e.g., fact cards, presentations, etc.)
  • Provide input on developing new and enhancing existing presentations content for marketing materials
  • Assist with various other projects and analyses for the Private Debt team

Qualifications:

  • Masters's degree in finance, business or marketing preferred
  • Minimum of 2-4 years of related financial services experience required (private debt, or investment management a plus)
  • Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
  • Strong ability to multi-task and manage time in a detail-oriented environment
  • Strong cross-functional analytical skills both quantitative and qualitative. Ability to capture and formulate complex issues.
  • Strong verbal and written communication skills
  • Proven experience working with complex excel files and PowerPoint presentations
  • Follow up skills and acute attention to accuracy and detail are essential
  • Proficiency in German and English is a must (verbal and written)
  • Professional designation such as CFA or CAIA is a plus

About us

Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint.  As people are our biggest asset, we offer resources to help our employees reach their full potential.  Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.  

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.  

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.

Developing People at StepStone

#LI-Hybrid

 

Top Skills

Excel
PowerPoint
The Company
HQ: New York, NY
909 Employees
On-site Workplace
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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