Associate - Client Servicing - RFP Specialist

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 Debt is looking for a detailed-oriented individual who will directly support the Private Debt Business Development and marketing activities. The individual will interact and collaborate with senior professionals across various teams including research and investment, legal and compliance, monitoring and reporting, sales, among others, to present private debt’s service offerings and investment products to institutional investors and help fulfill client requests.

The person should have a solid understanding of investments and private markets, strong client servicing and writing skills. Understanding of business development and capital raising processes is also desired.

Essential Job Functions:

• Directly support Private Debt’s Business Development function in collaboration with BD/Sales team and senior PD professionals to ensure consistent engagement with existing clients and identified prospects
• Coordinate creation and updating of marketing materials (investor pitchbooks and proposals, introductory materials, PPMs, DDQs, etc.)
• Maintain marketing information up to date, case studies and other key materials for use by PD
• Manage Salesforce entry and follow up for senior team members
• Assist in maintaining central database of data and responses to ensure content is kept up to date, accurate and consistent with the firm’s overall message
• Assist with various other ad hoc projects and analyses for the team

Education/Work Experience Requirements:

• Min. Bachelor's degree required, concentration in business administration, marketing, or equivalent preferred
• Proficiency in Excel, Powerpoint, Word and other Microsoft office programs
• Strong ability to multi-task and prioritize workflow in fast-paced, detail-oriented environment
• Strong written and verbal communication skills in English and German is a must
• Highly motivated individual with demonstrated initiative, independence and adaptability
• Follow up skills and acute attention to accuracy and detail are essential

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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