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Client Operations Analyst

StepStone, La Jolla

Solutions that span Private Markets


Position Overview

StepStone is looking for a motivated, focused, and organized individual for the Client Operations team. The Client Operations Analyst helps serve as the day-to-day contact for over 3,000 investors by providing exceptional client service, assisting in management and maintenance of the database and a highly time sensitive document flow.  Working with Fund Administration, Portfolio Analytics & Reporting, and Investor Relations teams. The position serves as a trusted resource for information and assistance with client onboarding, internal reports, transfers and document uploads for our clients.

Essential Job Functions:

  • Onboarding new investors and funds; verifying and updating contact information, commitment amounts and communication permissions
  • Maintaining StepStone’s Customer Relationship Management (“CRM”) databases and investor portal, including Posting documents to the investor portal and creating client communications
  • Managing Outlook Inboxes
  • Communicating with other StepStone departments regarding upcoming posts and approvals 
  • Compile and evaluate investor data for internal reporting
  • Responding by e-mail and/or phone to client inquiries and information requests
  • Updating and managing document processes and policies to ensure proper record keeping

Education and/or Work Experience Requirements:

  • 2+ years’ experience using and managing Salesforce, Microsoft CRM and Microsoft Sharepoint or an equivalent database required
  • Must have demonstrated track record of handling sensitive and confidential information in a professional manner
  • Strong Excel/analytics skills; proficient in other Microsoft Office applications
  • Intermediate level of Microsoft Excel required (vlookups, sumifs, etc.)
  • Meticulous attention to detail; strong organizational skills and the ability to multi-task and manage time in a detail-oriented environment
  • Related client service experience in financial services, alternative fund or corporate administration or similar field experience
  • Excellent verbal, written and communication skills
  • Strong problem-solving skills
  • Ability to work well as part of a small, tightly knit team
  • Bachelor’s degree, preferred

About StepStone

StepStone is a global private markets firm providing customized investment and advisroy solutions to some of the most sophisticated investors in the world. With more than $230 billion of total capital allocations, including over $35 billion in assets under management, we cover the spectrum of opportunities in private markets across the globe. We prudently integrate fund investments, secondaries and co-investments across private equity, real estate, infrastructure and private debt to create solutions that are customized according to the objectives of any private markets investment program.

StepStone

Want to learn more about StepStone? Visit StepStone's website.