Analyst – Business Development & Investor Relations

Step Stone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $548 billion of total capital allocations, including $127 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program.

With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, collaboratively.

Step Stone Real Estate (“SRE”) is the real estate business group of Step Stone Group, a global private markets firm providing customized investment and advisory solutions to institutional clients worldwide. SRE currently oversees $134 billion of client capital allocations (including over $8 billion of clients’ assets under management) and advised on ~$14 billion of real estate capital commitments in 2020, making SRE one of the largest real estate investors globally.

SRE has over 70 professionals based in 10 offices globally across investments, client services, accounting and portfolio analytics and serves 50+ institutional clients in the US, Europe, Middle East and Asia.

Step Stone Real Estate is looking for a detail-oriented analyst to join the team that supports SRE’s investor relations and marketing activities. A solid understanding of the private equity markets and client service is desired.

• Draft and prepare investor marketing materials including, but not limited to, customized materials and presentations for investor meetings, portfolio reviews, and materials for various events such as annual meetings, onsite meetings, etc.
• Assist in managing ongoing investor inquiries, monitoring requests, and supplemental reporting materials:
• track reporting requirements and ensure accurate and timely delivery to investors
• create, compile and/or review quantitative and qualitative information in response to monitoring requests and due diligence questionnaires from current and prospective clients
• manage coordination across SPAR, Accounting/Finance and Asset Management teams, assisting with completion of general IR sections, ensuring information/data is submitted in clean and client friendly manner
• Support the team in the preparation of client communications, including quarterly investor reports, market updates, investment summaries and ad hoc investment update presentations for commingled funds and separately managed accounts
• Coordinate internally across fund accounting, tax, compliance and legal teams related on all fund communications and/or investor inquiries
• Maintain database of team and client data, qualitative and quantitative investment metrics, and supplemental reporting, ensuring accuracy and integrity of the data on an ongoing basis
• Provide support in various aspects of the fundraising process, with a large focus on completing RFPs and presentation materials
• Ad hoc projects as required

• Bachelor’s degree required, concentration in finance, business accounting, economics, or equivalent preferred
• At least two years of relevant experience
• Familiarity with private equity analytics and client reporting
• Proficiency in Excel, Word, PowerPoint and other Microsoft office programs;
  Salesforce experience desirable

• Highly motivated self-starter with history of taking initiative and being adaptive in a fast-changing environment
• Strong analytical and organizational skills and high attention to detail
• Demonstrated ability to multi-task, prioritize deliverables, and manage multiple deadlines
• Strong written and verbal…