Analyst - Portfolio Management

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

The Portfolio Management Analyst of StepStone in Charlotte will work with the portfolio management and investment team to dynamically evaluate investments for risk, return, liquidity, and allocation targets for multi-asset class portfolios. The analyst will be expected to have financial knowledge that can be leveraged to support and construct analyses for portfolio construction needs. The role is broad and will require an entrepreneurial mindset. The analyst will work with the Data Science, Research and SPAR teams to collect, clean, and understand data as well as suggest models and metrics that are relevant for the concepts revolving around portfolio management and liquidity. The analyst will develop relevant models and communicate the assumptions and complexities of the models internally.

Essential Job Functions:

• Building and managing complex excel models using VBA for portfolio management functions.
• Understanding and exploring concepts of risk, return and liquidity to better manage portfolios.
• Model building and analysis using built-in functions and models developed from scratch in Python/R.
• Data retrieval and wrangling using MySQL and Python/R. Knowledge of PowerBI a plus.
• Communicating the output of models internally, including assumptions and limitations.
• Discussing internally the merits of the models and analyses.
• Independent and efficient working style: ability to develop big picture ideas and translate them into code and actionable model output.
• Creating presentations for internal and external stakeholders articulating portfolio plans and investment decisions.

Education and/or Work Experience Requirements:

• Bachelors, Master’s degree or Ph.D. in Mathematics, Statistics, Biostatistics, Econometrics, or a related field.
• Excellent written communication and presentation skills.
• Experience in a financial environment. Knowledge of private markets a plus.

Required Knowledge, Skills, and Abilities

• Some knowledge of financial modeling.
• Strong background in Python and MS Excel; experience in SAS, R or Matlab.
• Deep understanding of statistical model building and data analysis; numerical algorithms expertise.
• MySQL or other database expertise.
• Knowledge of financial instruments and Bloomberg a strong advantage.
• Extremely strong attention to detail to maintain code and data integrity.
• Positive attitude, curious mindset, and strong team collaboration.
• Willingness to work a flexible schedule.
• High level of confidentiality.

Salary Range: $75,000 - $100,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

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.

Developing People at StepStone

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