Analyst - DATS
StepStone Group is a global private markets specialist delivering tailored investment solutions and advisory services. They are seeking a detail-oriented Analyst to provide data-related support for investor relations and business development activities in private markets, focusing on evaluating investment performance data and executing Requests for Proposals (RFPs).
Responsibilities
- Provide data-driven support for the Firm’s business development and RFP activities, with a large focus on completing data-related responses required for these activities
- Use Firm’s performance reporting systems, spreadsheet data models, and other analytics dashboard tools (e.g., Power BI and Power Query) to compile accurate and timely data responses required by Requests for Proposals, business development activities, and other investor due diligence questionnaires from current and prospective clients
- Collaborate with cross-functional teams to compile data-related items and generate a Statement of Work (SOW)
- Provide support in various aspects of the fundraising process, with a large focus on completing Requests for Proposals
- Perform customized/ad-hoc analyses and manage data exhibits related to the Firm’s performance track record composites and Assets Under Management/Assets Under Advisory client datasets, to demonstrate capabilities, experience, and historical trends
- Provide support on developing new and enhancing existing presentation data-related content for marketing
- Demonstrate a proactive approach to problem-solving, leveraging various resources to find effective solutions, including providing support on enhancing existing operational processes
- Convey numerical information to end users and audiences effectively, typically done through storytelling
Skills
- Bachelor's degree required with a concentration in finance, business accounting, economics, or equivalent
- At least one year of relevant experience
- Strong analytical and organizational skills and high attention to detail
- Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
- Strong written and verbal communication skills needed for cross team collaboration
- Ability to produce timely and accurate data deliverables/cuts using a combination of performance reporting software, large spreadsheet data models, and analytics dashboards (e.g., Power BI, Power Query, Excel)
- Experience with data analytics software and coding languages such as SQL and DAX
- General comfort and ease within the Excel spreadsheet environment, including ability to periodically adapt/add to existing spreadsheet designs to deliver novel, customized data cuts requested
- General familiarity with private markets performance and exposure reporting
Company Overview
Company H1B Sponsorship