Time since we first saw it
Day 131
Up longer than most. Similar jobs usually come down between day 5 and day 41.
From 10,558 similar postings that came down. Coming down is not always a hire.
Analyst, Client Service Reporting - SPAR
- Pay
Pay amount needs review — pay source
Effective communicator, with strong written and verbal skills Salary Range - $68,000 - $70,000 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.
Read the full posting- Work setting
- Not stated
- Employment
- Not stated
What you’ll work on
Full postingMonitor and report on investment activity and performance across private market funds
Compile reports using performance systems and tools such as PowerBI and Excel
Reconcile financial data, including quarterly reports, capital accounts and cash flows
Serve as the primary reporting contact for assigned clients
Coordinate the full reporting cycle and document client processes
From the employer’s posting
Monitor and report on investment activity and performance across private market funds within client portfolios
Compile accurate and timely reports using performance reporting systems and analytics tools (e.g., PowerBI, Excel)
Reconcile financial data, including quarterly reports, capital account information, and cash flow activity
Serve as the primary reporting contact for assigned clients, proactively communicating progress, timelines, and any emerging issues
Coordinate the full reporting cycle, including process documentation to ensure consistency and continuity
What you’ll bring
All qualificationsCore experience
- Experience in financial services, preferably private markets, asset management or investment reporting
- Bachelor's degree in finance, economics or business preferred, or a related field
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
Qualification wording
Experience in financial services, preferably in private markets, asset management, or investment reporting
Bachelor’s degree in finance, economics or business preferred, or a related field
Strong analytical skills, attention to detail, and commitment to data integrity
Effective communicator, with strong written and verbal skills
Education & alternatives
Education and/or Work Experience Requirements: - Bachelor’s degree in finance, economics or business preferred, or a related field - Experience in financial services, preferably in private markets, asset management, or investment reporting
Posting record
Report an errorOpen 4 monthsWe first saw this posting 131 days ago and it is still up. Roles open this long are often slow to fill or kept open to collect applications.
- Status in our records
- Live
- First seen by us
- Jun 26, 2026131 days ago
- Recorded sightings
- 81
- Last seen by us
- Nov 4, 2026
These dates show when we found the posting. Check the employer’s website to confirm it is still accepting applications.
How this job compares
StepStone Group is hiring
13 open jobs
Open jobs by the week we first saw them, last 12 weeks.
- Analyst hiring is steady
- Takes jobs down at a usual pace
- 8% of open jobs were reposted
See how this role fits your experience
Add your resume and we’ll mark which of these tools you already use, and point out anything in the posting that could rule you out.
- Excel
- Power BI
Where the posting names them
- Monitor and report on investment activity and performance across private market funds within client portfolios - Compile accurate and timely reports using performance reporting systems and analytics tools (e.g., PowerBI, Excel) - Reconcile financial data, including quarterly reports, capital account information, and cash flow activity
Your next step
Complete your application on www.stepstonegroup.com. The employer’s form will show what is required.
Applying through Greenhouse
- No account needed: the form is one page, with an “Autofill my application” option that reads your resume.
- Greenhouse doesn’t read resumes over 2.5 MB, or details placed in a header, footer, text box, table or second column. The file still attaches, but a recruiter has to type you in by hand.
Already applied? Track this application
About the role
We file this job under Analyst, by the work the posting describes.
Analysts answer business questions with data. They pull numbers with SQL, build reports and dashboards, and explain what changed and why to the people making decisions.
Most postings ask for SQL, spreadsheets, a dashboard tool such as Tableau or Power BI, and clear writing.
Unlike a data scientist, an analyst mostly explains what happened rather than building models that predict what will.
Job description
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
As part of StepStone’s Portfolio Analytics and Reporting (SPAR) team, the Analyst will support high-quality portfolio reporting and data-related analytics for private markets clients. The Analyst will work closely with other client service members and all relevant departments to support client needs plus the Department and Firm at large.
Essential Job Functions:
- Monitor and report on investment activity and performance across private market funds within client portfolios
- Compile accurate and timely reports using performance reporting systems and analytics tools (e.g., PowerBI, Excel)
- Reconcile financial data, including quarterly reports, capital account information, and cash flow activity
- Collaborate with SPAR Client Teams to gather data and compile deliverables in line with global reporting standards
- Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
- Serve as the primary reporting contact for assigned clients, proactively communicating progress, timelines, and any emerging issues
- Coordinate the full reporting cycle, including process documentation to ensure consistency and continuity
- Support ad hoc client requests and contribute to client-specific project work
- Maintain business continuity by documenting unique client processes and contributing to team-wide knowledge management
Secondary Responsibilities may include:
- Contribute to portfolio analyses across strategies, sectors, and geographies
- Assist in refining and enhancing content for client reports and presentations
- Participate in discussions on improving operations, data workflows, and client service delivery
- Support internal initiatives and broader departmental projects
- Perform other duties as assigned
Education and/or Work Experience Requirements:
- Bachelor’s degree in finance, economics or business preferred, or a related field
- Experience in financial services, preferably in private markets, asset management, or investment reporting
Required Knowledge, Skills, and Abilities
- Strong analytical skills, attention to detail, and commitment to data integrity
- Effective communicator, with strong written and verbal skills
Salary Range - $68,000 - $70,000
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.
#LI-Hybrid
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.
Candidates must be at least 18 years old to apply.
Source details
Source notes
Source excerptsSelected passages from the saved posting. Check the full description for conditions and exceptions.
- Pay
Effective communicator, with strong written and verbal skills Salary Range - $68,000 - $70,000 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.
- Location & working pattern
La Jolla
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. #LI-Hybrid 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.
- Work authorization
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. Candidates must be at least 18 years old to apply.