What are the responsibilities and job description for the Analyst - Client Relations position at StepStone Group?
Job Description
Job Description
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 looking for a customer-centric, detail-oriented individual who will work with a team that manages fund operations and client relations for numerous U.S. 33-Act, 40-Act closed-end registered funds and various international feeder (Cayman) and Alternative Investment Funds (Lux). The person should have a solid understanding of investment operations and strong communication skills.
Essential Job Functions :
- Manage the daily operations and facilitate the redemptions and dividend processes of all offshore funds (with a focus on Cayman feeders) as it pertains to investor services
- Understand and operate within the various jurisdictions, rules for distribution and product structures
- Coordinate with respective fund vendors on investor access, communications, reporting, and investor account set-up and maintenance
- Assist with StepStone Group (SSG) on educational calls with offshore distribution partners and / or clients
- Coordinate with internal departments, such as fund accounting, tax, compliance, distribution and legal related to the respective fund and / or investor inquiries
Education and / or Work Experience Requirements :
Required Knowledge, Skills, and Abilities :
Other Attributes :
About us
Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.
Join us
When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.
StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.
Benefits
We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.
Disclaimer / Policy Statements
At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.
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
LI-Hybrid
