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.

Position Description:

The Corporate Finance department creates financial forecasts and advises the StepStone Senior Management Team and Board of Directors on financial performance and outlook. In addition, the Corporate Finance team shares responsibility for public company reporting with Corporate Accounting and Corporate Investor Relations and partners across the firm to drive best-in- class processes.

The Corporate Finance Associate will be an integral member of the Corporate Finance team and will be responsible for assisting the Chief Financial Officer and the Managing Director, Development with public company reporting, financial planning, forecasting and analysis, and strategic projects. The role is an opportunity to support the Senior Management Team on financial and strategic decisions applying frameworks such as financial modeling, M&A analysis, and capital allocation reviews. This role will report to the Managing Director, Corporate Development.

Essential Job Functions:

• Support the public reporting process in partnership with the Corporate Accounting and Investor Relations teams
• Assist the Financial Planning and Analysis (FP&A) processes including forecast and budget updates and variance analysis
• Manage workstreams for Key Performance Indicators (KPIs) and understand the relationship of KPIs to our financial performance
• Develop financial presentations for Senior Management Team and Board of Directors
• Plan and execute cross-functional projects
• Learn the StepStone business model and how to explain the financial model and business model to others
• Partner with accounting staff in monthly and quarterly review of financial statements as part of the ongoing close process and reporting calendar, providing insight on significant variances

Education and/or Work Experience Requirements:

• Four-year degree in Accounting, Finance, or Economics; CPA, CFA preferred
• Excel experience that includes the ability to understand, design, and maintain complex financial models
• PowerPoint experience that includes creating high-quality financial presentations
• 3-5 years of progressive financial analysis and/or accounting experience
• Experience using an ERP system such as NetSuite or a FP&A system

Required Knowledge, Skills, and Abilities

• High attention to detail
• Self-starter that takes initiative to complete and improve work product
• Able to plan and lead projects to completion
• Proven ability to effectively communicate to a variety of audiences
• Able to develop business relationships with key partners across the firm
• Proficient skill in Excel
• Basic financial modeling and forecasting
• Intermediate financial analysis skills
• Basic skills in PowerPoint
• Intellectual curiosity

Preferred Knowledge, Skills, and Abilities

• Familiarity with private market asset management firms
• Familiarity with VBA, SQL or Python
• Familiarity with public company reporting
• Enterprise Resource Management (ERP) experience, particularly with NetSuite
• FP&A software experience
• Expense management experience

Salary Range - $110,000 - $125,000

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.

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

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