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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
StepStone is seeking a motivated, focused, and organized individual for the Investor Services team. This group manages investor inquiries, investor reporting, postings and transfers across asset classes. The Investor Service Analyst will be responsible for managing data in the investor portal – including the investor service inbox, processing of time sensitive documents, data maintenance and transfers. The position serves as a trusted resource for information and assistance, strong data mining, detail orientation, problem-solving and follow-through are required.
Essential Job Functions:
• Prepare investor portal postings and creating client communications
• Update and manage document processes and policies to ensure proper record keeping
• Communicate with other StepStone departments regarding upcoming posts and approvals
• Compile and evaluate investor data for internal reporting
• Manage Investor Services Inbox and routing (as needed)
• Responding by e-mail and/or phone to client inquiries and information requests
• Manage data quality projects with minimal oversight and strong follow-through
• Identify key integration points across systems
• Prepare and maintain procedures and documentation for the team as operational responsibilities grow
• Strong data integrity and detail orientation on requests, being privy to sensitive client data
• Risk orientated mind-set when facilitating requests
• Ability to perform secondary posting checks/approvals upon training and internal skill-level assessment
Education and/or Work Experience Requirements:
• 2+ years notable experience using and managing Salesforce, Microsoft CRM and Microsoft SharePoint or an equivalent database
• Demonstrated track record of handling sensitive and confidential information in a professional manner
• Intermediate level experience with Microsoft Excel required (vlookups, sumifs, etc.), proficient in other Microsoft Office applications
• Proven in teamwork, flexibility, rigor, detail orientation, the ability to multi-task and manage time in a detail-oriented environment and continuous improvement
• Related client service experience in financial services, alternative fund or corporate administration or similar field experience
• Excellent verbal, written and communication skills
Preferred:
• Basic understanding of fund Accounting/Investor Services/Alternative Investments
• Bachelor’s degree
Salary Range: $25 - 35 per hour
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
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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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