Analyst - Operational Due Diligence
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
Qualifications:
- Minimum of 1year 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
Salary range: $75,000 - $90,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
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
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