Base: $68,000 - $70,000; bonus/equity: not specifi...
On-site
Bachelor's degree in finance or economics
Strong analytical skills and attention to detail
Experience with power bi or analytics dashboards
StepStone is seeking a Client Service Analyst for their SPAR (Portfolio Analytics and Reporting) team in La Jolla, CA. The role involves client reporting, data management, and collaboration with various teams to meet client needs, requiring strong analytical skills and attention to detail
Job Summary
The role involves monitoring investment activity and performance of leading private markets firms.
Analysts will use tools like Power BI to compile accurate reports for internal and external stakeholders.
The position requires managing data requests and ensuring timely delivery of monthly and quarterly client reports.
Matching Summary
Match Score: 85
StepStone is seeking a Client Service Analyst for their SPAR (Portfolio Analytics and Reporting) team in La Jolla, CA. The role involves client reporting, data management, and collaboration with various teams to meet client needs, requiring strong analytical skills and attention to detail.
Salary
Base: $68,000 - $70,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Bachelor's degree in finance or economics
Strong analytical skills and attention to detail
Experience with Power BI or analytics dashboards
Ability to manage quarterly reporting deadlines
Nice-to-have
Positive team-oriented attitude
Self-starter who adapts quickly to change
Knowledge of industry best practices
Key Requirements
Bachelor's degree in finance, economics, or related fields
Preferred experience in data analysis or performance reporting