Associate - EMEA Private Wealth Solutions

at  StepStone Group

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 OVERVIEW

StepStone Private Wealth is seeking a client service professional to support the onboarding and maintenance of investors and distributors in our Luxembourg domiciled, semi-liquid, open-ended private market funds, including Australian feeder funds. The selected candidate will interact and collaborate with various internal departments including business development, due diligence, fund accounting, fund operations, operational due diligence, legal and compliance. The individual will act as a liaison between investors and administrators / transfer agents, clearing and custody firms, distribution platforms and other third-party vendors.
The position requires excellent, responsive, communication and interpersonal skills as well as a proven track record in managing competing priorities, servicing clients, and working with AML/KYC requirements. The person should ideally have a solid understanding of private markets, private wealth institutions and serving high net worth clients.
To excel in this role, the candidate must enjoy working in a fast-paced, team-oriented environment managing numerous concurrent workstreams.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

• Team player with a strong work ethic and an interest in private markets and/or private wealth.
• Strong project management skills.
• Ability to work independently while being a collaborative team player.
• Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
• Committed to meeting deadlines and progressing workstreams across multiple teams.
• Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
• Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
• Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
• Support the on-going diligence of distributors and platforms.
• Proficiency with Microsoft Excel, Word, and PowerPoint

EDUCATION AND/OR WORK EXPERIENCE REQUIREMENTS:

• Experience with client service, investor relations or other roles where proactive external and internal communications was required.
• Bachelor’s degree in administration, finance, accounting, business, or other related degree preferred.
• Minimum 3 to 5 years of client service or private wealth operations experience.

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.

Please refer the Job description for details