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
The SPAR DM Senior Analyst will be a part of the SPAR DM team and is expected to perform and understand the Fundamental Core Responsibilities described below. The Senior Analyst will work closely with SPAR DM Leadership, Client Service, Accounting, and Investor Relations to support client deliverables and provide analytical support to the Firm's Investment team. Senior Analysts are expected to demonstrate strong analytical skills, asset- and client-specific knowledge, and professional communication. Additionally, they are detail oriented, process-driven, and uphold an outstanding quality of work. Role requires a balance of strong interpersonal skills and data-driven problem solving.
Fundamental Core Responsibilities:
Senior Analyst will support the Firmwide Relations Team
Assess and complete items on the firmwide request tracker, analyzing root of the request and taking steps to remedy any system breaks
Process escalated items in the core operation space
Cash flows - unfunded discrepancy or breakdown needs
NAV Reconciliation - breaks in quarterly cash flow or unfunded data
GP Outreach - communicate with partners around discrepancies in a professional and clear manner
Client/asset team communication - work with department personnel to reconcile discrepancies in a professional and clear manner
Develop deep knowledge of client and asset specific needs to execute resolutions
Maintain the highest quality standards of the team - resolutions to escalations and requests should have supporting evidence, whether accounting basis or legitimate explanations
While processing private markets data, identifies areas of concern due to insufficient or inaccurate information and escalates appropriate Functional Team Captains and client teams
Strong ability to work under deadlines, prioritize, and understand team needs
Contributes to the overall success of SPAR private markets data universe, an important competitive differentiator for StepStone as a Firm, with a focus on verification/review of operations (Cashflows; NAV Reconciliations; Asset Level, and Portfolio Company Metrics)
Includes assigned work that support team wide goals and additional reviewer mandate items as needed to support/grow the impact and effectiveness of Global Team
Will demonstrate advanced and material impact at core operations level including the following
Leading/developing Core Ops teams and process(es)
Reinvestment and advanced contribution to team wide efforts with respect to documentation, compliance, promotion of best practices, and improvement within core operations
Overall high awareness, independence, and ability to surpass core minimums/lead by example
May serve as local operational leadership, supporting others and improving Global SPAR DM
Provide ongoing guidance and support for preparers, including mentorship of Junior Analysts
Individuals will be owners, leaders, and improvers of the SPAR DM reviewer program surpassing minimum expectations
Leadership and Extended Opportunities May Include:
Specific process monitoring or oversight
Providing daily operational direction to the escalations team
Monitoring, assigning, and review of request tracker submissions
Lead/assist on campaigns or projects
System updates, analysis of populations, ad-hoc projects
Providing ongoing training/development to the team
Generation of new/updated procedural improvements to benefit the global SPAR DM system
Technical coaching to enhance career
Specific Hard Skills with an increased level of awareness/fluency as needed to be successful with Fundamental Core Responsibilities
Education and/or Work Experience Requirements:
Other Knowledge, Skills and Abilities
Salary: $80,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
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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.
Developing People at StepStone