Analyst – Portfolio Analytics and Reporting- Private Equity

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 focused on our Private Equity Asset Class, the Analyst will be responsible for client reporting and data-related activities. The Analyst will work closely with other client service members and all relevant departments to support client needs and the Department/Firm at large.

Essential Job Functions:

• Monitor and report on the investment activity and performance of leading private markets firms.
• Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports internally and for external deliverables.
• Process and reconcile quarterly reports, capital account information, and cash flow activity of monitored funds, providing data for client reports.
• Manage data requests and reporting deadlines for assigned clients.
• Actively collaborate with various SPAR Client Teams to gather and consolidate all required information, ensuring deliverables adhere to SPAR’s global reporting master template standards.
• Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices, methodologies, and attention to detail are applied.
• Leverage solid MS Excel skills, including pivot tables, to organize, analyze, and present data effectively.
• Demonstrate an inquisitive mindset, proactively seeking solutions to challenges.
• Remain organized while adjusting to competing demands, striving to exceed rather than meet deadlines.
• Develop a deep understanding of reporting tools, industry best practices, and proprietary systems to drive reporting excellence.
• Assist the team with regular periodic reporting tasks as well as ad hoc projects and client-related requests as needed.

Secondary responsibilities may include:

• Conduct individual and cross-sectional portfolio analysis, focusing on market trends by strategy, sector, and geography.
• Assist in the development and maintenance of new and enhanced data-related content for client deliverables.
• Prepare presentations and visuals as required, ensuring clarity and professionalism using tools like PowerPoint.
• Performs other duties as requested or as responsibilities dictate.
• Contribute to various team projects, showcasing adaptability and a positive, team-oriented attitude.

Skills and Qualifications may include:

• Bachelor’s degree in finance, economics, or related fields.
• Experience in data analysis or performance reporting is preferred.
• Strong analytical skills and a keen attention to detail.
• Proficiency with MS Excel, including pivot tables and basic analytical tools.
• Familiarity with PowerPoint to create polished and effective presentations.
• Strong time management, prioritization, and communication skills
• Demonstrate a proactive approach to problem-solving, leveraging various resources to find effective solutions.
• Promote and exhibit a positive, collaborative team-oriented attitude.
• Highly motivated self-starter, adaptive to a fast-paced environment, and eager to learn new technologies and tools.

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.

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