Private Wealth Operations Associate

Position Overview
StepStone is looking for a customer-centric, detail-oriented individual who will work with a team that manages fund operations and client relations for the StepStone Australia Funds. The person should have a solid understanding of investment operations and strong communication skills.

Essential Job Functions: 
•    Manage communication with the fund’s Australia transfer agent and administrator to ensure a seamless client experience. 
•    Coordinate with the fund’s Responsible Entity (RE) to resolve operational matters efficiently 
•    Assist clients with onboarding and any operations-related queries
•    Build and maintain a strong working relationship with the EMEA Operations team to ensure accurate trade processing. 
•    Collaborate with the legal team to update documentation and ensure timely approval and implementation. 
•    Assist due diligence team to complete information requests promptly and accurately. 
•    Monitor quarterly KPIs for both external service providers and internal performance metrics. 
•    Maintain a project tracker for open items and ensure timely updates across teams. 
•    Ensure all data providers, platforms and pricing sources receive accurate and up to date information. 
•    Assist and contribute to projects and analyses for the private wealth and business development teams.
 
 Required Knowledge, Skills, and Abilities 
•    Team player with a strong work ethic and an interest in private markets and/or private wealth. 
•    Strong project management skills. 
•    Ability to work independently while being a collaborative team player. 
•    Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects. 
•    Committed to meeting deadlines and progressing workstreams across multiple teams with limited supervision.  
•    Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external. 
•    Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end. 
•    Highly motivated, ambitious individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate. 
•    Proficiency with Microsoft Excel, Word, and PowerPoint 
 
Education and/or Work Experience Requirements:
•    Bachelor’s degree in finance, business administration, management or business preferred
•    One+ year of related financial services experience required
•    Strong written and verbal communication skills
•    Highly motivated individual with demonstrated initiative, independence and adaptability
•    Proven customer service skills

Other Attributes:
•    Team oriented yet self-driven
•    Interest in global financial markets and/or international business experience
•    Strong work ethic
•    Flexible work schedule

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