Analyst - SPAR Client Service - Reporting
IT, Customer Service
La Jolla Ranch, CA, USA
USD 68k-70k / year
Posted on Jun 24, 2026
<div class="content-intro"><p><span data-teams="true"><span class="ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak">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.</span></span></p></div><p><strong>Position Overview</strong></p> <p>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.</p> <p><strong>Essential Job Functions:</strong></p> <ul> <li>Monitor and report on investment activity and performance across private market funds within client portfolios</li> <li>Compile accurate and timely reports using performance reporting systems and analytics tools (e.g., PowerBI, Excel)</li> <li>Reconcile financial data, including quarterly reports, capital account information, and cash flow activity</li> <li>Collaborate with SPAR Client Teams to gather data and compile deliverables in line with global reporting standards</li> <li>Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied</li> <li>Serve as the primary reporting contact for assigned clients, proactively communicating progress, timelines, and any emerging issues</li> <li>Coordinate the full reporting cycle, including process documentation to ensure consistency and continuity</li> <li>Support ad hoc client requests and contribute to client-specific project work</li> <li>Maintain business continuity by documenting unique client processes and contributing to team-wide knowledge management</li> </ul> <p><strong>Secondary Responsibilities may include:</strong></p> <ul> <li>Contribute to portfolio analyses across strategies, sectors, and geographies</li> <li>Assist in refining and enhancing content for client reports and presentations</li> <li>Participate in discussions on improving operations, data workflows, and client service delivery</li> <li>Support internal initiatives and broader departmental projects</li> <li>Perform other duties as assigned</li> </ul> <p><strong>Education and/or Work Experience Requirements:</strong></p> <ul> <li>Bachelor’s degree in finance, economics or business preferred, or a related field</li> <li>Experience in financial services, preferably in private markets, asset management, or investment reporting</li> </ul> <p><strong>Required Knowledge, Skills, and Abilities</strong></p> <ul> <li>Strong analytical skills, attention to detail, and commitment to data integrity</li> <li>Effective communicator, with strong written and verbal skills</li> </ul> <p>Salary Range - $68,000 - $70,000</p> <p><strong><span class="ui-provider ed bwx bhr bwy bwz bxa bxb bxc bxd bxe bxf bxg bxh bxi bxj bxk bxl bxm bxn bxo bxp bxq bxr bxs bxt bxu bxv bxw bxx bxy bxz bya byb byc byd">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.</span></strong></p> <p><span class="ui-provider ed bwx bhr bwy bwz bxa bxb bxc bxd bxe bxf bxg bxh bxi bxj bxk bxl bxm bxn bxo bxp bxq bxr bxs bxt bxu bxv bxw bxx bxy bxz bya byb byc byd">#LI-Hybrid</span></p><div class="content-conclusion"><div class="ng-scope"> <p class="question thick ng-binding ng-scope section2LeftfieldsInJobDetails jobDetailTextArea"> </p> <p><em>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. </em></p> <p><em>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.</em></p> <p><em><span data-teams="true">Candidates must be at least 18 years old to apply.</span></em></p> </div> <div class="ng-scope"> <p><a href="https://www.stepstonegroup.com/news-insights/rpm-ep-18-nitin-malik-developing-your-people/">Developing People at StepStone</a></p> <p class="answer ng-scope section2LeftfieldsInJobDetails jobDetailTextArea"> </p> </div></div>