Private Wealth Operations Associate
StepStone Group
Apply to this jobWe 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 is looking for a customer-centric, detail-oriented individual who will work with a team that manages fund operations and client relations for the StepStone Australia Funds. The person should have a solid understanding of investment operations and strong communication skills.
Essential Job Functions:
• Manage communication with the fund’s Australia transfer agent and administrator to ensure a seamless client experience.
• Coordinate with the fund’s Responsible Entity (RE) to resolve operational matters efficiently
• Assist clients with onboarding and any operations-related queries
• Build and maintain a strong working relationship with the EMEA Operations team to ensure accurate trade processing.
• Collaborate with the legal team to update documentation and ensure timely approval and implementation.
• Assist due diligence team to complete information requests promptly and accurately.
• Monitor quarterly KPIs for both external service providers and internal performance metrics.
• Maintain a project tracker for open items and ensure timely updates across teams.
• Ensure all data providers, platforms and pricing sources receive accurate and up to date information.
• Assist and contribute to 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 with limited supervision.
• 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.
• Proficiency with Microsoft Excel, Word, and PowerPoint
Education and/or Work Experience Requirements:
• Bachelor’s degree in finance, business administration, management or business preferred
• One+ year of related financial services experience required
• Strong written and verbal communication skills
• Highly motivated individual with demonstrated initiative, independence and adaptability
• Proven customer service skills
Other Attributes:
• Team oriented yet self-driven
• Interest in global financial markets and/or international business experience
• Strong work ethic
• Flexible work schedule
#LI-Hybrid
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.
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.
Candidates must be at least 18 years old to apply.
Summary
Manage fund operations, client relations, and support internal teams in private markets.
Job title
Private Wealth Operations Associate
Experience level
1+ year
Minimum experience
1+ years exp
Industry
financial services
Location requirements
Sydney, flexible/hybrid work allowed
Salary
Not specified
Visa sponsorship
H-1B sponsor history
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Sydney NSW, Australia