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
StepStone Private Wealth is seeking a client service professional to support the onboarding and maintenance of investors and distributors in our Luxembourg domiciled, semi-liquid, open-ended private market funds, including Australian feeder funds. The selected candidate will interact and collaborate with various internal departments including business development, due diligence, fund accounting, fund operations, operational due diligence, legal and compliance. The individual will act as a liaison between investors and administrators / transfer agents, clearing and custody firms, distribution platforms and other third-party vendors.
The position requires excellent, responsive, communication and interpersonal skills as well as a proven track record in managing competing priorities, servicing clients, and working with AML/KYC requirements. The person should ideally have a solid understanding of private markets, private wealth institutions and serving high net worth clients.
To excel in this role, the candidate must enjoy working in a fast-paced, team-oriented environment managing numerous concurrent workstreams.
Essential Job Functions:
- Facilitate an exceptional client experience to investors as they onboard into the fund(s), require reporting and when they ultimately redeem.
- Understand and explain Luxembourg AML/KYC requirements and support the completion of the subscription process.
- Support the external transfer agent as required to ensure investors are in good order with AML/KYC requirements.
- Liaise with clearing and custody, global distribution partners, and technology platforms to support investor transactions, reporting, inquiries, and general support.
- Collect and report key information to distribution partners, platforms, board of directors and other key stakeholders.
- Support the tracking of internal KPIs and metrics to track business growth and reporting to senior management.
- Assist with various projects and analyses for the private wealth and business development teams.
Required Knowledge, Skills, and Abilities
- Team player with a strong work ethic and an interest in private markets and/or private wealth.
- Strong project management skills.
- Ability 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.
- Support the on-going diligence of distributors and platforms.
- Proficiency with Microsoft Excel, Word, and PowerPoint
Education and/or Work Experience Requirements:
- Experience with client service, investor relations or other roles where proactive external and internal communications was required.
- Bachelor’s degree in administration, finance, accounting, business, or other related degree preferred.
- Minimum 3 to 5 years of client service or private wealth operations experience.
About us
Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.
Join us
When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.
StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.
Benefits
We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.
Disclaimer / Policy Statements
At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.
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.
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