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 Group is seeking a highly motivated and intelligent individual to join our Operational Due Diligence team as an Analyst. The Analyst will have the responsibility of operational risk assessment of private market investment funds, including private equity, private debt, real estate, infrastructure, venture capital and hedge funds. The ideal candidate for this job will have strong written and verbal communication skills, be adept at using Microsoft Office tools, and be a proven problem solver. The candidate must have a willingness to travel and be a hardworking self-starter capable of demonstrating commitment to deadlines and having an attention to detail.
Essential Job Functions:
- Communicate with investment managers to gather relevant due diligence information
- Perform reviews of audited financial statements and relevant documents related to the back-office operations of prospective and existing investment managers
- Analyze and synthesize such documents in order to identify risks and propose mitigating solutions to such risks
- Conduct interviews via on-site visits or phone calls with COOs, CFOs, CCOs and other operations personnel, including IT personnel, to discuss potential risks in IT infrastructure, operational controls, compliance and valuation processes
- Prepare detailed operational due diligence and risk assessment reports
- Review third-party service provider relationships and agreement terms as well as perform desktop reviews in addition to on-site reviews of service providers
- Assist with developing and executing monitoring projects on General Partners in StepStone’s portfolios
- Keep abreast of market developments, industry trends and regulatory matters
- Stay ahead of market developments in local jurisdictions, industry trends and regulatory matters
- Build strong working relationships with investment and operational teams within StepStone Group and raise issues as necessary
- Assist and perform ad hoc projects and reviews related to the operational due diligence function
Education and/or Work Experience Requirements:
- Minimum of 1 year of operational due diligence experience with a focus on private equity, private debt, real estate, hedge fund, venture capital, and infrastructure or 1 - 3 years of working experience in the financial industry, with exposure to audit, compliance or operational roles
- University bachelor’s degree is required
- Working knowledge of private market investments
Required Knowledge, Skills, and Abilities
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Acute attention to accuracy and detail
- Excellent report writing and communication skills
- Ability to build relationships and work across various departments on a global scale
- Strong interviewing and interpersonal skills
- Ability to prioritize activities while working on multiple projects and achieve target deadlines
- Understanding of operational controls and risk strategies related to private equity organizations
Other Attributes:
- Flexibility—StepStone is a dynamic and entrepreneurial organization; all professionals are expected to perform multiple functions
- Promote and demonstrate a positive, team-oriented attitude
- Dynamic, smart, hard-working and a self-starter
- High level of confidentiality
- Strong commitment to professional learning and development
- Willingness to travel and work a flexible schedule
- Possess an accreditation of CFA, CPA, or CAIA a plus
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
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.
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