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StepStone Group — Charlotte, North Carolina
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 As part of StepStone’s Portfolio Analytics and Reporting (SPAR) organization, the Private Wealth Analyst will support core data processing, validation, and operational workflows used across the Firm’s private markets platform.
The Analyst will work closely with SPAR Private Wealth team leadership and SPAR Client Service partners to ensure accurate, timely, and consistent private markets data in accordance with established standards and methodologies.
Responsibilities
may include: Assist with recurring operational workflows such as monthly valuation uploads and daily data confirmation checks Support process improvement efforts, automation initiatives, and workflow enhancements Participate in ad hoc projects, analyses, or operational initiatives in support of team and departmental objectives Perform other duties as assigned Education and/or Work Experience
Requirements
, Power BI) Self-motivated, collaborative, and proactive in identifying and solving problems Able to work independently and as part of a team in a fast-paced, evolving environment Demonstrates initiative, adaptability, and a drive for continuous improvement #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.