Senior Analyst/Associate - Investor Services at StepStone Group
Dublin, County Dublin, Ireland -
Full Time


Start Date

Immediate

Expiry Date

24 Sep, 25

Salary

0.0

Posted On

25 Jun, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Teamwork, Professional Manner, Microsoft Excel, Continuous Improvement, Financial Services, Communication Skills

Industry

Financial Services

Description

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 is seeking a motivated self-starter, focused, and organized individual to join our Investor Services team in Dublin, Ireland. This role offers a unique opportunity to be among the first hires in this office/team. This individual will play an integral part in establishing our local presence and operational footprint in this region including expanding global coverage and local capabilities. The Investor Services team manages investor inquiries, investor reporting, document postings and the processing of Limited partner transfers across asset classes. The Investor Service Senior Analyst/Associate will be responsible for managing robust client-level data in the investor portal, including management and acting as the first line of response for the investor services inbox, processing time-sensitive documents, data maintenance, and transfers. The position serves as a trusted resource for the maintenance of client-level CRM information and direct assistance to Limited Partners to ensure all inquiries are answered in a timely manner; strong data management, detail orientation, problem-solving and follow-through skills are required.

EDUCATION AND/OR WORK EXPERIENCE REQUIREMENTS:

  • 3+ years notable experience in Investor Services and/or using and managing Salesforce, Microsoft CRM and Microsoft SharePoint or an equivalent database
  • Demonstrated track record of handling sensitive and confidential information in a professional manner
  • Intermediate level experience with Microsoft Excel required (vlookups, sumifs, etc.); proficient in other Microsoft Office applications
  • AML/KYC experience preferred
  • Proven in teamwork, flexibility, rigor, detail orientation, the ability to multi-task and manage time in a detail-oriented environment and continuous improvement
  • Related client service experience in financial services, alternative fund or corporate administration or similar field experience
  • Excellent verbal, written and communication skills
Responsibilities

Please refer the Job description for details

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