Senior Associate - Client Servicing

Posted:
11/21/2024, 10:18:42 PM

Location(s):
Zurich, Zurich, Switzerland ⋅ Zurich, Switzerland

Experience Level(s):
Senior

Field(s):
Growth & Marketing

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 Private Debt is looking for a proactive and detailed-oriented senior professional to enhance our client servicing efforts. This role will directly support the Private Debt Business Development and marketing activities. The individual will interact and collaborate with senior professionals across various teams, including research, investment, legal, compliance, monitoring, and reporting.

The ideal candidate will be comfortable working across multiple areas, with strong organizational skills, a collaborative attitude, and a positive, can-do mindset.

Essential Job Functions:

  • Become a product specialist, ensuring deep knowledge of private debt strategies to lead effective and proactive client communication
  • Manage daily client interactions by addressing inquiries promptly, distributing materials, and maintaining consistent, high-quality communication standards
  • Take ownership of the creation and ongoing refinement of marketing materials, including pitchbooks, proposals, introductory documents, RFPs, and DDQs, ensuring they meet client needs, align with brand standards, and effectively convey key messaging.
  • Organize and manage investor events such as luncheons, conferences, and gatherings to strengthen relationships and enhance client engagement
  • Manage the onboarding process for new investors, coordinating with internal teams to ensure seamless and efficient transitions.
  • Supervise administrative tasks such as updating presentations, maintaining Customer Relationship Management (CRM) data, and preparing materials for investor meetings
  • Act as a central point of contact between internal teams to ensure coordinated efforts in delivering exceptional client service
  • Lead ad hoc projects and analyses that support team objectives and contribute to broader organizational goals.

Education/Work Experience Requirements:

  • 7+ years of solid work experience in Asset Management, preferably in Private Markets, in a company with international orientation
  • Min. Bachelor's degree required, concentration in business administration, marketing, or equivalent preferred
  • Proficiency in Excel, Powerpoint, Word and other Microsoft office programs
  • Strong ability to multi-task and prioritize workflow in fast-paced, detail-oriented environment
  • Comfortable with various responsibilities, from event coordination to marketing support
  • Strong written and verbal communication skills in English and German is a must
  • Highly motivated individual with demonstrated initiative, independence and adaptability
  • Follow up skills and acute attention to accuracy and detail are essential

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.  

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.  

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.

Developing People at StepStone

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