StepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program.  With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, collaboratively.

Position Overview 

As part of StepStone’s Portfolio Analytics and Reporting (“SPAR”) team, the Reporting Specialist will be responsible for the execution of periodic (e.g., quarterly) reporting processes and systems, providing timely and accurate reporting primarily to external clients. The Reporting Specialist will work closely with senior SPAR team members and all relevant departments to support client reporting needs and the Department/Firm at large. 

Essential Job Functions 

• Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients
• 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 execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
• Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines 
• Assist in developing and maintaining new and enhanced data-related content for client deliverables
• Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
• Must be curious, willing to innovate and can create novel approaches on a day-to-day basis

Education and/or Work Experience Requirements 

• Bachelor’s degree in Finance, Economics or Accounting related field preferred
• Internship experience and/or relevant coursework preferred
• Prior experience with the use of data analysis and performance reporting
• Record of accomplishment of projects demonstrating value-add initiatives

Required Knowledge, Skills, and Abilities 

• Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot and Tabular Models
• Extremely strong attention to detail
• Strong time management, prioritization, and communication skills
• Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
• Inquisitive and intellectually curious, able to independently learn recent technologies, skills, and industry standards

Other Attributes 

• Progress towards obtaining a relevant professional designation such as CFA or CAIA is a plus

Salary Range

The salary range is an estimate of pay for this position.  Actual pay may vary depending on job-related factors that can include location, education, skill, and experience.  The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

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.

Developing People at StepStone

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