Vice President, Portfolio Analytics and Reporting – Private Debt

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

The SPAR Vice President will provide portfolio analytics and reporting services for the Firm’s private market / alternative investment clients and related portfolios, with a focus on private debt. The Vice President will work closely with the Department’s senior leadership as well as other departments (e.g. Accounting, research, IR, Business Development) where necessary to provide support to the Firm’s global investment activities. As a senior stakeholder of the Department, the SPAR Vice President is expected to provide a combination of client management, team development, and strategic leadership.

Essential Job Functions:

Client Management

Senior Department resource for client relationship management.

Serve as client lead, overseeing all aspects of the client monitoring and reporting cycle.

Final review and sign-off for core client deliverables.

Ensure key deadlines are established, continuously strived for, and met on time.

Manage, anticipate, and communicate needs for relevant client deliverables.

Lead and effectively delegate resources to ad hoc client projects, where necessary.

Ensure succession plans and institutional memory are in place as needed to ensure uninterrupted client service (client lead backups, documentation of unique processes/procedures, etc.).

Team Development

Responsible for day-to-day leadership of assigned team (i.e. Direct Reports). Provide management of client and project responsibilities, as well as coordination and collaboration with other leaders on shared Direct Report resources, where applicable.

Work with Direct Reports, including Associates and other client leads, to help manage day-today operations of the team.

Actively develop, engage and mentor Direct Reports by offering challenging work, guidance, and increasing scope of responsibilities based on merit.

Provide explanation and reinforcement of Department-wide communications, initiatives, and training objectives to Direct Reports.

Encourage and promote skill development of team, objectively identifying strengths and weaknesses of individual Direct Reports and improving the effective operations of the team as a whole.

Serve as primary coordinator and key contributor to annual performance evaluations for Direct Reports. Evaluations will require solicitation of feedback from relevant Department teammates and will be formally presented to Direct Reports in conjunction with SPAR senior leadership.

Actively mentor and develop junior members of the Department (outside of their Direct Reports) and participate in team-building with the broader Department.

As a senior stakeholder of the Department, the Vice President is held to the highest standard of respectful communication, which is instrumental in setting the tone for the rest of the Department team.

Strategic Leadership

Ability to drive positive change and contribute multi-faceted leadership to the Department through utilization of unique knowledge, skills, and experience.

Offer ideas for improving overall operations, efficiency, and value-added services for the Department.

Based on depth of experience, possesses (or is expected to possess) resident/domain expertise on subject matters of importance to the Department and broader Firm.

Work with senior management to implement Department-wide strategic initiatives amongst Direct Reports.

Perform other duties as requested or as responsibilities dictate.

Education and/or Work Experience Requirements:

Possesses a bachelor’s degree (Finance, Economics, Accounting, Business preferred)

Minimum 7 years of relevant experience preferred (ideally within Private Markets)

Working knowledge of financial accounting and demonstrated ability to learn new performance and portfolio reporting systems

Significant experience with Microsoft Excel

Proficiency in English is a must (verbal and written), Proficiency in German is a plus

Professional designation such as CFA or CAIA is a plus

Other Knowledge, Skills and Abilities

Proven ability to lead projects and/or teams

Proven ability to multi-task and manage priorities against key deadlines

Proven ability to work with stakeholders across various departments within the organization

Strong verbal and written communication skills

Familiarity with StepStone portfolio accounting/reporting systems

Highly motivated individual with demonstrated initiative, independence and adaptability

Problem solving skills and ability to oversee execution of accurate and high-quality finished products

Strong analytical skills

Strong work ethic

Interest in global financial markets

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.

Developing People at StepStone