Senior Associate, Client Services

The Senior Associate in Client Services at StepStone Group plays a key role in managing client relationships and providing portfolio analytics for private markets investments. This position involves collaborating with various departments to ensure high-quality reporting and client satisfaction. The role also includes mentoring junior staff and improving team processes, making it a great opportunity for someone looking to grow in a dynamic environment.

What You’ll Do

• Manage client relationships and oversee reporting cycles
• Review and approve client deliverables
• Coordinate with different teams to meet client needs
• Lead ad hoc client projects as needed
• Mentor and develop junior staff
• Improve work processes and productivity

What You Need

• Bachelor’s degree in finance, economics, or business preferred
• 5+ years of relevant experience
• Strong skills in Microsoft Excel, Word, PowerPoint, and Power BI
• Good understanding of financial accounting
• Ability to lead projects and teams
• Excellent communication skills
• Motivated and adaptable
• Interest in global financial markets

What You’ll Love

• Opportunity to work with a talented team
• Chance to develop your skills and advance your career
• Engaging work in the private markets sector
• Supportive environment that values your input

About the Firm

• StepStone Group specializes in private markets investments
• They provide tailored investment solutions and advisory services
• Focus on delivering data-driven insights to clients
• Committed to creating an inclusive workplace