Portfolio Specialist, Portfolio Ops

The Portfolio Specialist at StepStone Group plays a key role in supporting their private markets platform. This position involves translating complex investment concepts into actionable insights for financial advisors and clients. You’ll collaborate with various teams to enhance client outcomes and contribute to the growth of the firm. If you have a passion for private markets and enjoy educating others, this could be a great fit for you.

What You’ll Do

• Help advisors and clients understand private market investments.
• Participate in client meetings and educational events.
• Develop market updates and fund commentaries.
• Monitor industry trends and fund developments.
• Collaborate with various teams to enhance client communication.
• Deliver educational presentations on private market topics.

What You Need

• Bachelor’s degree required; MBA, CFA, or CAIA preferred.
• 2-5 years of experience in private markets or financial services.
• Strong knowledge of private equity, private credit, and real estate.
• Excellent public speaking and presentation skills.
• Ability to explain complex investment topics clearly.
• Strong analytical and writing skills.
• Series 7 and 63 required, or completion within 12 months.

What You’ll Love

• Opportunity to work with top-tier investment managers.
• Engage in a collaborative and supportive work environment.
• Access to proprietary technology and data tools.
• Chance to deepen your market knowledge and skills.
• Flexible work arrangements with a hybrid model.

About the Firm

• StepStone Group specializes in private markets investment solutions.
• They focus on delivering tailored advisory services to investors.
• The firm values its employees and promotes a diverse workplace.
• They have a strong commitment to client success and problem-solving.