Senior Analyst - Portfolio Analytics

at  StepStone Group

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 $640 billion of total capital allocations, including $143 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:

StepStone is looking for a detailed-orientated Senior Analyst who will work for the Stepstone Portfolio Analytics team of the private debt business of the firm. This team member will interact and collaborate closely with senior professionals across various teams including business development, research, legal and compliance, among others, to meet our internal and external extensive data analytics requirements.
The person should have a solid understanding of investments and ideally of private markets, strong numerical and technical/analytical skills, and excellent communication skills.

EDUCATION AND/OR WORK EXPERIENCE REQUIREMENTS

• Possesses a bachelor’s degree (Finance, Economics, Accounting, Business preferred)
• Minimum 2-3 years of relevant experience (ideally within Investment/Private Markets industry)
• Significant experience with Microsoft Excel and data sets

OTHER KNOWLEDGE, SKILLS, AND ABILITIES

• Team‐oriented
• Follow up skills and acute attention to accuracy and detail are essential
• Strong ability to multi‐task and manage time in a detail‐oriented environment
• Self‐starter with the ability to identify and investigate issues or inconsistencies with data
• Highly motivated individual with demonstrated initiative, independence and adaptability
• Strong cross-functional analytical skills both quantitative and qualitative. Ability to capture and formulate complex issues.
• Strong work ethic
• Strong written and verbal communication skills
• Any other proficiency (PowerBI, PowerQuery) as a plus

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.

• Work alongside with the portfolio analytics team to complete internal and external data related analyses and requests for private markets with focus on private debt
• Develop and improve existing data analytics tools and execute regular analytics processes
• Develop and adapt new data analysis reports and tools for various data deliverables
• Regular analytics tasks include (among others) total expense ratio, investment track records, regulatory data requirements
• Understand and being able to interpret output as well as giving interpretation to senior team
• Work on ad hoc requests from internal and external clients
• Critically evaluate quality and content of data analyses and deliverables and raises issues.
• Assist and work on other projects and analyses in the portfolio analytics team and the broader portfolio analytics and reporting team