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Private Wealth Operations Manager

StepStoneSydney
On-site Full-time

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Experience Level

Manager

Qualifications

Essential Job Functions:Oversee daily communications with the fund’s Australian transfer agent and administrator to ensure a seamless client experience. Collaborate with the fund’s Responsible Entity (RE) to efficiently resolve operational matters and maintain a strong relationship with the Administrator. Work alongside the Australia Business Development team to align priorities and support distribution initiatives. Build and sustain a collaborative relationship with the EMEA Operations team for precise trade processing. Partner with the legal team to update documentation, ensuring timely approval and implementation. Assist the due diligence team in completing information requests promptly and accurately. Develop and monitor quarterly KPIs for external service providers and internal performance metrics. Maintain a project tracker for open items and ensure timely updates across teams. Prepare distribution updates and investor resolutions for international board materials. Ensure that all data providers and pricing sources receive accurate and current information. Support leadership in managing service providers, distribution platforms, and other external vendors. Collaborate with various teams to create reporting materials, guides, and resources that enhance operational efficiency. Provide insights to refine and update marketing materials, supporting proofreading of routine updates with a keen attention to detail. Contribute to projects and analyses for the private wealth and business development teams.

About the job

StepStone is a global leader in private markets, providing customized investment solutions, advisory services, and impactful data-driven insights to investors worldwide. Our expertise spans various sectors, strategies, and geographies, empowering our clients with the insights they need to thrive.

Position Overview

We are seeking a detail-oriented and customer-focused Private Wealth Operations Manager to join our team in managing fund operations and client relations for StepStone Australia Funds. The ideal candidate will possess a strong foundation in investment operations and exceptional communication skills.

About StepStone

StepStone is at the forefront of private market solutions, delivering tailored investment strategies and unparalleled insights that empower investors globally. Our team is committed to driving success through innovative approaches and deep market understanding.

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