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Junior Analyst - Client Services

StepStone Group · La Jolla, California, US · On-site

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About the role

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.

What they're looking for

  • 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
  • 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
More about this role

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.

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.

  • 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...

Read the full posting on StepStone Group's site ↗

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