Analyst - Operations, Private Wealth

Essential Functions:

• Facilitate an exceptional client experience to clients as they onboard into the fund(s), require reporting and when they ultimately redeem.
• Prepare investor correspondence for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc client communications.
• Coordinate with fund vendors to support investor access, communications, reporting, and account setup and maintenance.
• Manage daily Operations team inbound requests, including monitoring, routing, and responding to client and partner inquiries.
• Liaise with clearing and custody, distribution partners, and technology platforms to support investor transactions, reporting, inquiries, invoicing and general support.
• Support distribution and platform fee management, including fee tracking, payment coordination, and related reconciliation activities.
• Support redemption offer preparation and execution, including coordination of required communications, documentation, processing timelines, and related follow-up activities.
• Understand the fund structures, portfolios, and where to obtain key information for diligence requests.
• Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
• Assist and manage inbound requests including various projects and analyses for the private wealth and StepStone Group teams.

 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, PowerPoint, and Copilot.

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 1 to 5 years of client service or private wealth operations experience.

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