SPAR Client Service - Onboarding Analyst at StepStone Group · La Jolla

Summary: StepStone Group is a global private markets specialist delivering tailored investment solutions and advisory services. The SPAR Onboarding Analyst will support the Portfolio Analytics and Reporting Department by onboarding new clients and maintaining investment commitment pipelines in the SPI Reporting database. Responsibilities: - Support onboarding of new client’s existing portfolios in SPI databases, including data intake and reconciliation - Enter new investment commitments in SPI databases for existing clients, ensuring accuracy and timeliness - Assist with offboarding process, ensuring smooth data transition and maintaining track record integrity - Maintain investment committee approvals dashboard and audit SPI database for accuracy - Assist with internal ad-hoc onboarding requests - Collaborate with senior onboarding team members to improve processes and tools - Communicate professionally, internally across teams and externally with clients Required Qualifications: - Bachelor's degree in finance, economics or accounting related field preferred - 0-2+ years of experience in financial services; Private Markets experience is a plus - Strong academic record - Strong analytical skills, attention to detail, and commitment to data integrity - Effective communicator, with strong written and verbal skills - Excellent time management and organizational skills; able to manage multiple priorities and meet deadlines - Advanced proficiency in Excel and familiarity with data visualization/reporting tools (e.g., Power BI) - Self-motivated, collaborative, and proactive in identifying and solving problems - Able to work independently and as part of a team in a fast-paced, evolving environment - Demonstrates initiative, adaptability, and a drive for continuous improvement Required Skills: Financial Services, Private Markets, Data Integrity, Excel, Data Visualization, Power BI