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.

We are seeking a detail-oriented and resourceful temporary analyst to join the Private Wealth team and assist with managing duplicate issues in Salesforce. The ideal candidate will have the ability to use online resources to identify accurate data and will be proficient in using Salesforce to merge records. This is a temporary position designed to support our data integrity efforts and ensure our Salesforce database is accurate and up-to-date.

• Identify and resolve duplicate records in Salesforce by using web resources to verify and correct data
• Merge duplicate records in Salesforce while ensuring data accuracy and consistency
• Collaborate with team members to understand data requirements and ensure alignment with business needs
• Maintain detailed documentation of data correction and merging processes
• Provide regular updates on progress and any challenges encountered during the data management process

• High school diploma or equivalent required, Bachelors degree preferred
• Additional certifications or coursework in data management is a plus
• Experience in financial services is a plus

• Strong analytical skills and attention to detail
• Ability to use online resources effectively to verify and correct data
• Excellent organizational and time management skills
• Strong communication skills, both written and verbal
• Previous experience in a similar role is preferred but not required
• Strong analytical and problem-solving skills, with clear attention to detail
• Detail-oriented with a commitment to data accuracy and integrity
• Ability to work independently with minimal supervision
• Ability to prioritize and work under tight deadlines
• Fast learner, able to master new concepts, theories, ideas, and processes with ease

Salary: $20 / hour

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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.

Developing People at StepStone