Analyst - SPAR Client Service - Reporting

United States·La Jollamid

OtherClient Service

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Quick Summary

Key Responsibilities

Contribute to portfolio analyses across strategies, sectors,

Requirements Summary

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

Technical Tools

OtherClient Service

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 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.

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

Responsibilities

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→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

Requirements

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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

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

What We Offer

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#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