Client Service & Database Analyst / Associate

Full Time
La Jolla, San Diego, CA, USA
6 months ago

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 $675 billion of total capital allocations, including more than $150 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 Data & Software Engineering (“DSE”) department, the Client Service & Database Analyst / Associate will be responsible for providing support for internal and external stakeholders of StepStone’s technology platform, supporting business development and marketing activities, and helping with data-related requests. The Client Service & Database Analyst / Associate will work closely with other DSE members and all relevant departments to support the Department and Firm at large.

Essential Job Functions:

  • Support internal requests and inquiries from StepStone’s investment team and other departments, as well as client requests as needed
  • Monitor the department’s shared inbox and actively collaborate with the DSE team to obtain all necessary information required for completion of deliverables
  • Update StepStone’s proprietary systems and databases from interactions with internal teams, clients, and prospects   
  • Develop a deep understanding of StepStone’s tools and applications and relevant programming languages (e.g., SQL)
  • Update presentations and marketing materials related to StepStone’s SPI platform
  • Assist in marketing and outreach campaigns to clients and prospects related to StepStone’s SPI platform to increase market awareness and capabilities
  • Help build out SPI documentation on processes and procedures
  • Interact with Salesforce to update client meetings and run business development dashboards
  • Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines 

Secondary responsibilities may include:

  • Assist in creating and maintaining new and enhanced data-related content for StepStone Benchmarking application and other related deliverables
  • Assists with projects, as needed

Skills and Qualifications may include:

  • Bachelor’s degree in finance, economics, or related fields
  • 2-3 years’ experience, preferably in private markets or investment management field
  • Preference for candidates who have experience working in software development within a private market investment firm
  • Experience in data analysis and relevant programming languages (e.g., SQL) preferred
  • Advanced knowledge in Excel
  • Strong analytical skills and attention to detail
  • Strong time management, prioritization, and communication skills
  • Promote and demonstrate a positive, team‐oriented attitude
  • Highly motivated self-starter who quickly adapts to a fast-changing environment to learn recent technologies and tools

Salary Range: $70,000 - $90,000

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.

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

#LI-Hybrid