HireFT
Browse JobsHow it worksPricingAboutSuccess Stories
    Back to jobs
    ST

    StepStone Group

    Job Board

    Analyst, Client Service Reporting - SPAR

    La Jolla, United StatesHybridFull-time$68k – $70k / yearPosted 3mo ago
    All StepStone Group jobs

    Job description

    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

    As part of StepStone’s Portfolio Analytics and Reporting (SPAR) team, the Analyst will support high-quality portfolio reporting and data-related analytics for private markets clients. The Analyst will work closely with other client service members and all relevant departments to support client needs plus the Department and Firm at large.

    Essential Job Functions:

    • Monitor and report on investment activity and performance across private market funds within client portfolios
    • Compile accurate and timely reports using performance reporting systems and analytics tools (e.g., PowerBI, Excel)
    • Reconcile financial data, including quarterly reports, capital account information, and cash flow activity
    • Collaborate with SPAR Client Teams to gather data and compile deliverables in line with global reporting standards
    • Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
    • Serve as the primary reporting contact for assigned clients, proactively communicating progress, timelines, and any emerging issues
    • Coordinate the full reporting cycle, including process documentation to ensure consistency and continuity
    • Support ad hoc client requests and contribute to client-specific project work
    • Maintain business continuity by documenting unique client processes and contributing to team-wide knowledge management

    Secondary Responsibilities may include:

    • Contribute to portfolio analyses across strategies, sectors, and geographies
    • Assist in refining and enhancing content for client reports and presentations
    • Participate in discussions on improving operations, data workflows, and client service delivery
    • Support internal initiatives and broader departmental projects
    • Perform other duties as assigned

    Education and/or Work Experience Requirements:

    • Bachelor’s degree in finance, economics or business preferred, or a related field
    • Experience in financial services, preferably in private markets, asset management, or investment reporting

    Required Knowledge, Skills, and Abilities

    • Strong analytical skills, attention to detail, and commitment to data integrity
    • Effective communicator, with strong written and verbal skills

    Salary Range - $68,000 - $70,000

    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.

    #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

    Job details are sourced from the employer's original posting.

    Open job posting
    ST

    About the company

    StepStone Group

    Totaljobs is a leading online job board in the UK dedicated to connecting job seekers with their ideal employment opportunities. As a major player in the UK’s job market, we had a key role in facilitating millions of job placements across various sectors and industries.  We are proud to be part of The Stepstone Group, a global expert in job-tech platforms. Being part of a global team allows us to leverage cutting-edge technology, data, and industry expertise to enhance our services and continuously innovate our technology to meet the needs of the job market. 

    View all StepStone Group jobs
    Industry
    Job Board
    Open roles
    150

    Interested in this role?

    Apply with HireFT

    Free to start — no card required.

    Your fit

    How well do you match?

    Sign in to see how your résumé lines up with this role.