Position Overview 

As part of StepStone’s Portfolio Analytics and Reporting team (“SPAR”), the Analyst will be responsible for the execution and oversight of periodic (e.g., quarterly) reporting processes and systems, specific to the Venture Capital and Growth Equity (VC/GE) groups. The Analyst will work closely with SPAR team members and all relevant departments to support client reporting needs and the Department/Firm at large. 

Essential Job Functions 

• Supports StepStone VC Investment and Business Intelligence Teams by maintaining internal investment database while overseeing data collection process. This includes, but is not limited to:
  • Maintenance of data fields and records to power investment reporting
  • Creation of new dataflows (SQL querying, data transformations, etc.)
• Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients
• Actively collaborate with various groups (namely SPAR, investment team, and business development) to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR’s global reporting master template standards
• Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
• Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines 
• Assist in developing and maintaining new and enhanced data-related content for client deliverables
• Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
• Must be curious, willing to innovate and can create novel approaches on a day-to-day basis

Education and/or Work Experience Requirements 

• Bachelor’s degree in Finance, Economics or Accounting related field preferred
• 1+ years of experience; Private Markets experience preferred
• Prior experience with the use of data analysis and performance reporting
• Record of accomplishment of projects demonstrating value-add initiatives

Required Knowledge, Skills, and Abilities 

• Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot
• Attention to detail
• Strong time management, prioritization, and communication skills
• Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
• Inquisitive and intellectually curious, able to independently learn recent technologies, skills, and industry standards

Other Attributes 

• Progress towards obtaining a relevant professional designation such as CFA or CAIA is a plus
• Background with Pitchbook or Capital IQ is a plus

Salary: $25 / hour

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