Position Overview

StepStone is seeking a client service and operations professional to support the global business development team through the sales process offering the firm’s semi-liquid, open-ended private market funds. The selected candidate will interact and collaborate with various internal departments including business development, due diligence, fund accounting, fund operations, operational due diligence, legal and compliance. The individual will communicate frequently with our prospects, clients, our third-party administrator, legal firms, translation services, distribution platforms and other third-party vendors.

The position requires excellent communication and interpersonal skills as well as a proven track record in managing competing priorities. The person should have a solid understanding of private market investments with knowledge handling the operational onboard of private wealth institutions and high net worth clients.

To excel in this role, the candidate must enjoy working in a fast-paced, team-oriented environment managing numerous concurrent workstreams.

Essential Job Functions:

• Utilize knowledge on the Luxembourg private wealth operating model to support prospects, existing clients, and the global business development team to answer detailed questions and provide guidance about the client onboarding process.
• Manage the day-to-day communication with the fund’s Luxembourg transfer agent and administrator to ensure the client onboarding process is moving quickly, efficiently, and professionally.
• Develop regular communication with the fund’s third-party transfer agent to provide positive client experiences through the onboarding process ensuring items move forward effectively and efficiently.
• Build a strong relationship with the firm’s AIFM by providing transparent communication around distribution efforts and working alongside the team to ensure regulatory compliance.
• Manage a project tracker for all open items and collaborate with team members to ensure timely updates.
• Develop, track, and maintain monthly and quarterly key performance indicators (KPIs) for international operations.
• Prepare distribution updates and investor resolutions for international board materials (Cayman and Luxembourg).
• Create and prepare pitch books and investment proposals for large platforms, private banks, family offices or other prospects.
• Support leadership in the management of service providers, distribution platforms and other third-party vendors.
• Collaborate with various teams to create reporting materials, guides and other resources to support efficient business operations.
• Provide contextual inputs to develop new and enhance existing marketing materials; support the marketing team by proofreading routine updates with a strong attention to detail.
• Assist and lead various projects and analyses for the private wealth and business development teams.

Required Knowledge, Skills, and Abilities

• Team player with a strong work ethic and an interest in private markets and/or private wealth.
• Strong project management skills.
• Ability to work independently while being a collaborative team player.
• Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects.
• Committed to meeting deadlines and progressing workstreams across multiple teams with limited supervision.
• Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external.
• Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end.
• Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate.
• Proficiency with Microsoft Excel, Word, and PowerPoint

Education and/or Work Experience Requirements:

• Bachelor’s degree in administration, finance, accounting, business, or other related degree
• Minimum 5 years of client service, investor relations, and/or fund operations experience.