Junior Analyst - Client Services
StepStone Group is a global private markets specialist delivering tailored investment solutions and data-driven insights. The Junior Analyst will gain exposure to the private markets industry, develop investment analysis skills, and assist in investment monitoring and reporting efforts.
Responsibilities
- Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for internal analysis and external clients
- Process data from private markets general partners, including entry and review
- Communicate externally with general partners regarding any validation errors to ensure accuracy of data
- 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 developing and maintaining new and enhanced data-related content for internal use and client deliverables
- Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
- Analyze quarter-over-quarter fund performance by tracking underlying portfolio investments
- Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography
- Process cash flow notices and track cash movement between funds and our clients
- Monitoring and reporting of the investment activity and performance of leading private equity firms
- Assist the team on specific quarterly, annual, or ad hoc projects and client-related requests
- Reviewing and reconciling quarterly reports, capital account information, and cash flow activity of monitored funds, and providing information used in preparing client reports
- Managing data requests and reporting deadlines for assigned clients
Skills
- Strong analytical skills - Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot and Tabular
- Relevant coursework and/or work experience
- Basic knowledge of accounting and working knowledge of the financial services industry
- Strong written and verbal communication skills in English; please note that all interviews will be conducted in English
- Promote and demonstrate a positive, team‐oriented attitude
- Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
Company Overview
Company H1B Sponsorship