SPAR Client Service - Onboarding Analyst

La Jollamid

OtherAnalyst

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Quick Summary

Overview

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors.

Technical Tools

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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.

The SPAR Onboarding Analyst of StepStone Group in La Jolla will support StepStone’s Portfolio Analytics and Reporting (SPAR) Department by assisting with onboarding new clients and portfolios as well as maintaining the new investment commitment pipeline for existing clients in the SPI Reporting database. You will report to the Manager of SPAR Onboarding.

Support onboarding of new client’s existing portfolios in SPI databases, including data intake and reconciliation
Enter new investment commitments in SPI databases for existing clients, ensuring accuracy and timeliness
Assist with offboarding process, ensuring smooth data transition and maintaining track record integrity
Maintain investment committee approvals dashboard and audit SPI database for accuracy
Assist with internal ad-hoc onboarding requests
Collaborate with senior onboarding team members to improve processes and tools
Communicate professionally, internally across teams and externally with clients

Requirements

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Bachelor’s degree in finance, economics or accounting related field preferred
0-2+ years of experience in financial services; Private Markets experience is a plus
Strong academic record

Strong analytical skills, attention to detail, and commitment to data integrity
Effective communicator, with strong written and verbal skills
Excellent time management and organizational skills; able to manage multiple priorities and meet deadlines
Advanced proficiency in Excel and familiarity with data visualization/reporting tools (e.g., Power BI)
Self-motivated, collaborative, and proactive in identifying and solving problems
Able to work independently and as part of a team in a fast-paced, evolving environment
Demonstrates initiative, adaptability, and a drive for continuous improvement

Salary - $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