Junior Analyst - Client Services
Role Overview
The Junior Analyst joins StepStone’s Portfolio Analytics and Reporting (SPAR) team.
The role supports periodic reporting processes and systems, providing timely and accurate reporting primarily to external clients.
The analyst works with senior SPAR team members and relevant departments to support client reporting and broader department and firm needs.
Key Skills for This Role
Full Job Posting
Position overview
The Junior Analyst joins StepStone’s Portfolio Analytics and Reporting (SPAR) team.
The role supports periodic reporting processes and systems, providing timely and accurate reporting primarily to external clients.
The analyst works with senior SPAR team members and relevant departments to support client reporting and broader department and firm needs.
Essential job functions
- Use performance reporting systems and analytics dashboard tools such as Power BI to compile accurate, timely external client reports.
- Collaborate with SPAR Client Teams to gather information and prepare deliverables according to global reporting master templates.
- Assist with the full lifecycle of periodic reporting, ensuring proper data practices and methodologies.
- Help develop and maintain data-related content for client deliverables.
- Build expertise in reporting tools, industry best practices, and proprietary reporting systems.
- Stay organized, manage competing demands, and work to beat deadlines; bring curiosity and innovation to daily work.
Education and experience
- A bachelor’s degree in Finance, Economics, Business Intelligence, Data Analytics, or a related field is preferred.
- At least one year of experience; private markets experience is preferred.
- Prior experience with data analysis and performance reporting is required.
- A record of projects demonstrating value-add initiatives is required.
Knowledge, skills, and abilities
- Experience with performance reporting software and BI tools such as Power BI, Excel, Jira, Power Pivot, and Tabular Models.
- Strong attention to detail, time management, prioritization, and communication skills.
- Self-motivated and adaptable, with initiative, ability to work independently, and intellectual curiosity.
- Progress toward a relevant professional designation such as CFA or CAIA is a plus.
Salary
- Salary is $30 per hour.
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