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Vice President - Portfolio Analytics & Reporting
role at
StepStone Group
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 Vice President will provide portfolio analytics and reporting services for the Firm's private market/alternative investment clients and related portfolios.
The Vice President will work closely with the Department's senior leadership as well as other departments (e.g., Accounting, Research, IR, Business Development) to support the Firm's global investment activities.
As a senior stakeholder of the Department, the SPAR Vice President is expected to provide a combination of client management, team development, and strategic leadership.
Essential Job Functions
Client Management: Senior Department resource for client relationship management; serve as client lead, overseeing all aspects of the client monitoring and reporting cycle; final review and sign-off for core client deliverables; ensure key deadlines are established and met on time; manage, anticipate, and communicate needs for relevant client deliverables; lead and effectively delegate resources to ad hoc client projects.
Team Development: Responsible for day-to-day leadership of assigned team (i.e., Direct Reports); manage client and project responsibilities; coordinate and collaborate with other leaders on shared Direct Report resources; develop day-to-day operations of the team; mentor and develop Direct Reports; provide explanation of Department-wide communications, initiatives, and training objectives; promote skill development and recognize strengths and weaknesses; conduct annual performance evaluations; mentor junior members of the Department.
Strategic Leadership: Drive positive change; offer ideas for improving overall operations, efficiency, and value-added services; possess or be expected to possess resident/domain expertise; work with senior management to implement Department-wide strategic initiatives; perform other duties as requested or as responsibilities dictate.
Education and/or Work Experience Requirements
Bachelor's degree (Finance, Economics, Accounting, Business preferred).
Minimum 7 years of relevant experience preferred (ideally within Private Markets).
Working knowledge of financial accounting and demonstrated ability to learn new performance and portfolio reporting systems.
Significant experience with Microsoft Excel.
Proficiency in English is a must; proficiency in German is a plus.
Professional designation such as CFA or CAIA is a plus.
Other Knowledge, Skills, and Abilities
Proven ability to lead projects and/or teams.
Proven ability to multi-task and manage priorities against key deadlines.
Proven ability to work with stakeholders across various departments.
Strong verbal and written communication skills.
Familiarity with StepStone portfolio accounting/reporting systems.
Highly motivated individual with initiative, independence, and adaptability.
Problem-solving skills and ability to oversee execution of accurate, high-quality finished products.
Strong analytical skills.
Strong work ethic.
Interest in global financial markets.
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.
Developing People at StepStone
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