Analyst - SPAR Business Partner - Private Wealth

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

As part of StepStone’s Portfolio Analytics and Reporting (SPAR) organization, the Private Wealth Analyst will support core data processing, validation, and operational workflows used across the Firm’s private markets platform. The Analyst will work closely with SPAR Private Wealth team leadership and SPAR Client Service partners to ensure accurate, timely, and consistent private markets data in accordance with established standards and methodologies.

Essential Job Functions:

Process private markets data received from General Partners (GPs), including data entry, reconciliation, and validation of capital account statements, cash flows, financial statements, and portfolio company operating metrics

Support the accuracy and integrity of StepStone’s private markets data universe, including NAVs, asset-level information, and portfolio company metrics

Compile accurate and timely data outputs in accordance with established SPAR standards, documentation, and quality controls

Complete assigned daily, weekly, and monthly operational deliverables supporting StepStone Private Wealth (SPW) and SPAR Client Service objectives

Monitor assigned workflows to ensure deadlines are met and proactively escalate issues or risks impacting delivery timelines

Identify data inconsistencies, missing information, or anomalies and coordinate resolution with appropriate internal stakeholders

Collaborate with SPAR and SPW teams to support recurring operational processes and evolving data needs

Support process documentation and continuity by adhering to standard procedures and best practices

Secondary Responsibilities may include:

Assist with recurring operational workflows such as monthly valuation uploads and daily data confirmation checks

Support process improvement efforts, automation initiatives, and workflow enhancements

Participate in ad hoc projects, analyses, or operational initiatives in support of team and departmental objectives

Perform other duties as assigned

Education and/or Work Experience Requirements

Bachelor’s degree in finance, economics, business, or a related field preferred

Prior internship or entry-level experience in finance, accounting, data, or operations is a plus

Required Knowledge, Skills, and Abilities

Strong analytical skills, attention to detail, and commitment to data integrity

Effective communicator, with strong written and verbal skills

Excellent time management and organizational skills; able to manage multiple priorities and meet deadlines

Advanced proficiency in Excel and familiarity with data visualization/reporting tools (e.g., Power BI)

Self-motivated, collaborative, and proactive in identifying and solving problems

Able to work independently and as part of a team in a fast-paced, evolving environment

Demonstrates initiative, adaptability, and a drive for continuous improvement

#LI-Hybrid

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.

Candidates must be at least 18 years old to apply.

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