2 open positions available
Provide data-driven support for commingled fund fundraising and client requests using performance reporting systems and analytics tools, including customized data analysis and presentation development. | Bachelor's degree with at least one year of relevant data analysis experience, strong analytical skills, proficiency in Excel, Power BI, SQL, and familiarity with private markets performance reporting. | 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 detail-oriented, proactive professional who will provide dedicated data-related support for the Firm’s commingled funds and related clientele in the private markets (specifically, private equity and venture capital). This role will be responsible for evaluating investment performance data to execute commingled fund track record Requests for Information (RFIs), as well as other commingled fund and client requests. Essential Job Functions: - Provide data-driven support for the Firm’s commingled fundraising and RFI activities, with a large focus on completing data-related responses required for these activities - Use the Firm’s performance reporting systems, spreadsheet data models, and other analytics dashboard tools (e.g., Power BI and Power Query) to compile accurate and timely data responses required by fundraising activities, and other investor due diligence questionnaires from current and prospective clients - Perform customized/ad-hoc analysis and manage data exhibits related to the commingled fund’s performance track record composites to demonstrate capabilities, experience, and historical trends - Assist on current client cyclical and ad hoc requests related to the Firm’s commingled funds - Develop new and enhance existing presentation data for marketing materials - Demonstrate a proactive approach to problem-solving, leveraging various resources to find effective solutions for existing and new operational processes Education and/or Work Experience Requirements: - Bachelor’s degree required with a concentration in finance, business accounting, economics, or equivalent - At least one year of relevant data analysis experience Required Knowledge, Skills, and Abilities - Strong analytical and organizational skills and high attention to detail - Ability to produce timely and accurate data deliverables/cuts using a combination of performance reporting software, large spreadsheet data models, and analytics dashboards (e.g., Power BI, Power Query, Excel) - Experience with data analytics software and coding languages such as SQL and DAX - General comfort and ease within the Excel spreadsheet environment, including ability to periodically adapt/add to existing spreadsheet designs to deliver novel, customized data cuts requested - General familiarity with private markets performance and exposure reporting Salary - $70,595 • *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._
Support fund and product management lifecycle including marketing, investor communications, and cross-team collaboration. | Bachelor's degree, 1-3 years financial services or related experience, strong communication skills, proficiency in Microsoft Office. | 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 Group is seeking a highly motivated Analyst to join our Product Management team within Enterprise Services. This role offers a unique opportunity to gain broad exposure across private markets by supporting a variety of investment strategies and client engagement initiatives. The Analyst will contribute to the full lifecycle of fund and product management, including marketing, investor communications, and cross-functional collaboration. This is an ideal role for someone interested in building a strong foundation in private markets and financial services. Responsibilities: • Support the creation and maintenance of marketing and investor materials such as presentations, fact sheets, and product updates. • Assist in drafting and coordinating responses to investor requests, including RFPs, DDQs, and ad hoc due diligence inquiries. • Collaborate with internal teams (e.g., Investment, Legal, Compliance, Finance, and Analytics) to ensure consistent and accurate messaging across all client-facing materials. • Help manage investor communications and support the planning and execution of client meetings, webinars, and events. • Conduct market research and competitive analysis to support product positioning and strategic initiatives. • Contribute to the development and implementation of internal processes to improve efficiency and consistency in client service delivery. • Participate in cross-functional projects and initiatives that support the growth and evolution of StepStone’s platform. Basic Qualifications • Bachelor’s degree required; preferred fields include finance, economics, business, or related disciplines. • 1–3 years of experience in financial services, consulting, asset management, or a related field. • Exposure to private markets or investment products is a plus but not required. • Strong written and verbal communication skills with attention to detail. • Ability to manage multiple projects and deadlines in a fast-paced environment. • Collaborative mindset with a willingness to learn and contribute across teams. • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM or data visualization tools is a plus. • High level of professionalism, integrity, and a commitment to delivering quality work. Salary Range: $70,000 - $75,000 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. 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. Developing People at StepStone
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