Business Intelligence Reporting Analyst

At StepStone, we specialize in private market investments, providing customized solutions and insightful, data-driven strategies to our global clientele. Our unparalleled intelligence across various sectors and geographies empowers investors with the insights needed to thrive in a competitive landscape.Position OverviewAs a key member of StepStone’s Portfoli…

StepStone is a leading global private markets firm, specializing in providing customized investment solutions, advisory services, and impactful, data-driven insights to investors worldwide. By harnessing our extensive platform and unmatched intelligence across various sectors, strategies, and geographies, we empower our clients to uncover opportunities and achieve success.Position OverviewThe Business Development Analyst for StepStone Private Wealth plays a crucial role in supporting the distribution strategy by conducting market analysis, engaging with advisors, and exercising independent judgment to recommend tailored product solutions across Broker Dealer and RIA channels.Key Responsibilities:Lead analytics driven by CRM systems, assess internal data, and derive insights to shape business development strategies.Act as a project lead, collaborating between sales and operations to identify process enhancements and oversee their execution.Build and nurture relationships with advisors through consultative discussions to identify business opportunities and customize product recommendations.Drive market share growth by analyzing advisor needs, interpreting market dynamics, and advising on optimal product positioning for StepStone Private Wealth.Proactively educate advisors on StepStone Private Wealth products, competitive landscape, and provide recommendations tailored for their clients, leveraging specialized investment expertise.Maintain comprehensive industry knowledge and serve as a technical resource on investment structures, regulatory factors, competitive analysis, and market trends.Continuously evaluate market performance and business positioning to develop insights that guide consultations with financial advisors regarding StepStone Private Wealth products.Address technical inquiries about product offerings and competitive positioning requiring independent analysis and expertise.Adhere to all applicable securities regulations as mandated by FINRA and SEC, along with internal guidelines established by StepStone Private Wealth Management.

StepStone is a leading expert in global private markets, providing customized investment solutions, advisory services, and impactful, data-driven insights to investors worldwide. Our platform harnesses unparalleled intelligence across various sectors, strategies, and geographies to equip clients with the necessary insights and advantages for their success.Position Overview:The Portfolio Management Analyst at StepStone in La Jolla will be responsible for supporting the maintenance, development, and debugging of the Daily Valuation Engine (DVE). This role includes maintaining software audit trails and managing the market data feeds utilized in calculations for daily funds, including SPRIM, STRUX, STPEX, and Horizons. Collaborating closely with the portfolio management and investment teams, the analyst will evaluate investments dynamically for risk, return, liquidity, and allocation targets across multi-asset class portfolios. A strong financial acumen is essential to support and construct analyses tailored to portfolio construction needs. This role requires a broad skill set and an entrepreneurial mindset, with opportunities to work with the Data Science, Research, and SPAR teams to collect, clean, and interpret data. Additionally, the analyst will suggest relevant models and metrics pertinent to portfolio management and liquidity, developing impactful models while effectively communicating assumptions and complexities internally.

StepStone is a leading global specialist in private markets, dedicated to providing customized investment solutions, advisory services, and impactful data-driven insights for investors across the globe. By utilizing our robust platform and unmatched intelligence across various sectors, strategies, and geographic regions, we empower our clients to identify key advantages and solutions necessary for their success.Position OverviewWe are seeking a meticulous and proactive Data Analyst to join our team. This role is integral in supporting the Firm's investor relations and business development efforts within private markets, specifically in private equity, infrastructure, real estate, and private debt. The successful candidate will analyze investment performance data to effectively manage Requests for Proposals (RFPs) and other business development initiatives.Key Responsibilities:Deliver data-driven support for business development and RFP activities, focusing on comprehensive data responses.Utilize performance reporting systems, spreadsheet models, and analytics tools (e.g., Power BI, Power Query) to compile timely and accurate data for proposals and investor due diligence questionnaires.Collaborate with cross-functional teams to gather data and develop a Statement of Work (SOW).Assist in various aspects of the fundraising process, with a significant emphasis on RFP completion.Conduct customized analyses and maintain data exhibits related to performance track records and client datasets, showcasing capabilities and historical trends.Support the creation and enhancement of presentation materials for marketing initiatives.Adopt a proactive approach to problem-solving, leveraging diverse resources to enhance operational processes.Effectively communicate numerical information through storytelling techniques.

About StepStone StepStone is a global specialist in private markets. The company provides tailored investment solutions, advisory services, and data-driven insights to investors around the world. StepStone supports clients across sectors, strategies, and regions with a platform designed to help them reach their goals. Role Overview The Analyst - Power BI Dashboard Developer will focus on advancing analytics, reporting, and technology at StepStone. This role involves developing, analyzing, and maintaining Power BI dashboards and semantic models, as well as supporting ad-hoc analyses. The position is central to analytics and reporting efforts that serve both internal teams and external stakeholders. This analyst will work on building scalable tools that connect business needs with technology solutions. A growth mindset, strong data engineering skills, and experience with dashboard creation are important for success in this position. Locations Baltimore Charlotte La Jolla

StepStone seeks a Junior Data & Risk Operations Analyst for its La Jolla office. This entry-level role is designed for recent graduates or those beginning a career in data analytics and risk operations. Role overview This position supports company decision-making by working with data and collaborating across departments. The analyst will help gather, analyze, and report on data, contributing to the accuracy and usefulness of business information. What you will do Assist with data collection, analysis, and reporting for various teams. Collaborate with colleagues from different departments to maintain accurate data and communicate findings. Support data integrity efforts and contribute insights that help shape business strategies. Who this role suits This position is a good fit for those interested in developing skills in data analysis and risk management. It offers a foundation for building a career in these areas.

StepStone is a leading global specialist in private markets, providing customized investment solutions, advisory services, and insightful data-driven analysis to investors around the world. With our exceptional platform and unparalleled intelligence across various sectors, strategies, and geographies, we empower our clients to identify the insights and advantages they need to thrive.Position Overview:The Junior Analyst will join the Research Data Processing and Governance Team within StepStone’s Portfolio Management department. This role involves assisting in data processing, model creation, and generating analyses essential for investment research. Candidates should possess a foundational understanding of financial markets, strong Excel skills, and a keen interest in delving into private market investment concepts.Essential Job Functions:Assist the Research team in conducting due diligence on new private market funds by developing track record models to analyze historical performance of private market fund managers.Classify and store characteristics of investment managers within StepStone’s proprietary database.Transform and uphold the integrity of data in StepStone’s database sourced from various platforms.Acquire a general understanding of concepts and terminologies within private market investments.

At StepStone, we are specialists in global private markets, dedicated to delivering customized investment solutions, advisory services, and impactful, data-driven insights for the world’s investors. We harness the power of our platform and unparalleled intelligence across various sectors, strategies, and geographies to help clients discover the advantages and solutions they need to thrive.Position Overview:As a member of StepStone’s Portfolio Analytics and Reporting (SPAR) team, the Client Service Analyst will play a pivotal role in client reporting and data management activities. This position requires close collaboration with other team members and relevant departments to meet client needs and support the broader objectives of the firm.Key Responsibilities:Oversee monitoring and reporting of investment activity and performance metrics from leading private markets firms.Utilize performance reporting systems and analytic dashboard tools (such as Power BI) to produce accurate and timely internal and external reports.Process and reconcile quarterly reports, capital account data, and cash flow activities of monitored funds, providing essential information for client reports.Manage data requests and ensure adherence to reporting deadlines for assigned clients.Collaborate actively with various SPAR Client Teams to gather necessary data for deliverables, compiling final information in alignment with SPAR’s global reporting standards.Assist with the execution and oversight of the complete lifecycle of periodic reporting processes, ensuring adherence to proper data practices and methodologies.Take charge of daily and weekly tasks related to client requests and cash flow data.Ensure timely completion of Monthly and Quarterly reports for clients.Support the team in delivering accurate Fee/Carry reports on a quarterly and annual basis.Maintain organization while managing competing priorities, striving to surpass deadlines.Develop a thorough understanding of reporting tools, industry best practices, and proprietary reporting systems.Contribute to specific quarterly, annual, or ad hoc projects and client-related requests as needed.Assist in the development and enhancement of data-related content for client deliverables.

Renesas Electronics is seeking a Data Governance Analyst based in La Jolla, California. This role centers on maintaining the integrity, security, and compliance of company data assets. Role overview The Data Governance Analyst works across departments to support the development and execution of policies and procedures for data management. The position plays a key part in aligning data governance practices with overall business goals. What you will do Ensure data assets remain accurate, secure, and compliant with relevant standards Collaborate with teams to create and update data governance policies Help implement procedures that support business objectives Location This position is based in La Jolla, California.

StepStone Group LP is a leading global specialist in private markets, dedicated to delivering customized investment solutions, advisory services, and impactful, data-driven insights for investors worldwide. By harnessing the power of our extensive platform and unparalleled intelligence across various sectors, strategies, and geographies, we empower our clients to identify advantages and gain the insights they need to thrive.Position OverviewWe are seeking a Senior Associate for our Real Estate Business Partnering team based in La Jolla, CA.Key ResponsibilitiesManage data extraction solutions and automate processes to enhance efficiency in data operations and document handling related to the Real Estate asset class.Collaborate globally and utilize our proprietary cloud-based performance reporting systems to provide actionable insights for informed decision-making to both internal and external stakeholders.Define the automation process requirements, clarifying inputs and expected outputs while creating necessary documentation.Lead the design, development, and implementation of process automation initiatives that enhance scalability. Gather requirements and prioritize projects based on deadlines and added value.Perform data extraction, transformation, and loading (ETL) tasks and maintenance, developing code according to Software Development Life Cycle (SDLC) guidelines to boost operational efficiency.Supervise a small team of analysts, reviewing their outputs to ensure quality and accuracy.Facilitate the professional development of junior team members.Operate independently, taking full responsibility for producing and communicating results to all stakeholders.