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Supports venture capital portfolio analytics through investment database maintenance, data collection and governance, SQL-based dataflows, data transformations, reporting, and performance analysis. Assists with investor data requests and collaborates with investment and technology teams to improve data processes. Requires strong Excel and basic SQL skills, attention to detail, critical thinking, communication, and the ability to manage multiple deadlines.

Owns global consolidation, technical accounting, and SEC reporting workstreams across corporate entities and consolidated funds. Responsibilities include ASC 810 VIE assessments, consolidation schedules, technical accounting memoranda, U.S. GAAP policy development, SEC filing support, audit coordination, SOX controls, process automation, and collaboration with Fund Accounting. Leads assigned workstreams, provides technical guidance, and reviews junior team members’ work.

Supports private wealth fund operations, investor onboarding, reporting, communications, redemptions, fee management, vendor coordination, reconciliations, and client inquiries. Maintains operational KPIs, supports distributor and platform diligence, coordinates with custodians and technology partners, and contributes to projects and analyses. Requires strong organization, communication, project management, problem-solving, and client service skills, along with proficiency in Microsoft Office and Copilot.

The Vice President oversees fund-level wire activity, ensuring compliance, governance, and internal controls, while leading treasury operations and managing bank relationships.

Manage end-to-end investor and SMA onboarding for private markets funds, coordinate cross-functional stakeholders, ensure AML/KYC and subscription documentation compliance, maintain onboarding platforms and data integrity, drive process improvements and AI/automation initiatives, and provide client-facing support to meet closing timelines.

Serve as a cross-functional business partner translating operational needs into data, workflow, and technology solutions. Own project lifecycles from requirements to implementation, drive workflow standardization, design reporting and dashboards (Power BI, Snowflake, Salesforce), identify AI opportunities, coordinate technical execution, manage change and adoption, escalate data governance issues, and mentor junior staff.

Entry-level role for graduating undergraduates to perform fund and manager due diligence, financial modeling, market research, analyze PPMs and financial statements, prepare investment memos, present recommendations, and monitor portfolio investments.

Drive new institutional investor acquisition and sales operations for SPI by StepStone. Manage full-cycle prospecting, demos, contract coordination, CRM pipeline, reporting, and territory planning while providing product feedback and supporting onboarding and renewals.

Support the investment team with quantitative modeling, company/manager/industry research, due diligence, investment monitoring, and written investment recommendations and memos; maintain proprietary transaction and market intelligence and complete ad hoc projects.

Support the investment team by sourcing and evaluating venture funds, growth-stage direct and secondary opportunities; monitor portfolio companies and funds; prepare investor reports and quarterly updates; conduct industry research; lead analyst workflow; complete a capstone research project; perform ad hoc analysis and support across fund and direct strategies.