Hiring: Analyst - Operations, Private Wealth Company: StepStone Group Location: Charlotte, NC Job Posted Time: 2026-09-12 11:25:00 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Project Management About the job Experience: •1 to 5 years of client service or private wealth operations experience. •5 years of client service or private wealth operations experience. Required Skills: •Facilitate an exceptional client experience to clients as they onboard into the fund(s), require reporting and when they ultimately redeem. •Prepare investor correspondence for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc client communications. •Coordinate with fund vendors to support investor access, communications, reporting, and account setup and maintenance. •Manage daily Operations team inbound requests, including monitoring, routing, and responding to client and partner inquiries. •Liaise with clearing and custody, distribution partners, and technology platforms to support investor transactions, reporting, inquiries, invoicing and general support. •Support distribution and platform fee management, including fee tracking, payment coordination, and related reconciliation activities. •Support redemption offer preparation and execution, including coordination of required communications, documentation, processing timelines, and related follow-up activities. •Understand the fund structures, portfolios, and where to obtain key information for diligence requests. Qualifications: •Team player with a strong work ethic and an interest in private markets and/or private wealth. •Strong project management skills. •Demonstrated capacity to work independently while being a collaborative team player. •Highly organized and self-directed individual who pays close attention to detail and can multi-task among various projects. •Committed to meeting deadlines and progressing workstreams across multiple teams. •Effective and clear communication skills, both verbally and written, with all levels of personnel, both internal and external. •Strong problem-solving capabilities with proven track record of leading projects and initiatives from beginning to end. •Highly motivated, ambitious, individual with a growth mindset that flourishes in a challenging, fast-paced, and professional environment with frequent shifts of priorities as business needs dictate. •Actively facilitate and support on-going diligence of distributors and platforms. •Proficiency with Microsoft Excel, Word, PowerPoint, and Copilot. Compensation: •Prepare investor correspondence for private equity funds, including quarterly reports, capital calls, distributions, and ad hoc client communications Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!