Junior Analyst - Client Services
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Role Overview
As part of StepStone’s Portfolio Analytics and Reporting (“SPAR”) team, the Junior Analyst will be responsible for the execution and oversight of periodic (e.g., quarterly) reporting processes and systems, providing timely and accurate reporting primarily to external clients. The Junior Analyst will work closely with senior SPAR team members and all relevant departments to support client reporting needs and the Department/Firm at large.
Key Skills for This Role
Full Job Posting
Position Overview
As part of StepStone’s Portfolio Analytics and Reporting (“SPAR”) team, the Junior Analyst will be responsible for the execution and oversight of periodic (e.g., quarterly) reporting processes and systems, providing timely and accurate reporting primarily to external clients. The Junior Analyst 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, Business Intelligence or Data Analytics related field preferred
- 1+ years of experience; Private Markets experience 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, Jira, 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
- Progress towards obtaining a relevant professional designation such as CFA or CAIA is a plus
- Salary: $30 / hour
- #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
About StepStone Group
Public private-markets investment firm providing customized investment, advisory, and data services to institutional and private-wealth clients.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at StepStone Group
Junior Analyst - AI Solutions, Learning & Development
La Jolla, USA
Junior Analyst - AI Solutions, R&D & Coding
La Jolla, USA
Principal - Real Estate Advisory
New York City, USA
Payroll Specialist - Asia Pacific & Latin America
San Diego, USA
Senior Analyst - Real Estate Investments
Chicago, USA
Analyst - Real Estate Asset Management
San Francisco, USA
Associate - SaaS Product Manager
La Jolla, USA
Senior Associate - Client Services
La Jolla, USA