Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 61 days ago

Associate/Senior Associate, Client Services - Portfolio Analytics and Reporting (6 Month Contract)

stepstone60 open roles

Where
Dublin
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate/Senior Associate, Client Services - Portfolio Analytics and Reporting (6 Month Contract)stepstone · Dublin

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on stepstone's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 61 days ago

The posting

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 Associate/Senior Associate, SPAR Client Service, is responsible for providing portfolio analytics and reporting services for the firm's private markets investment clients and related portfolios. The Senior Associate will work closely with the department's senior leadership, as well as other departments (e.g., Accounting, Research, Investor Relations), to support the firm's global investment activities.

As a senior stakeholder within the department, the SPAR Senior Associate is expected to contribute to both client management and team development.

Essential Job Functions

Client Management

  • Act as a department resource for client relationship management.
  • Serve as account manager, overseeing all aspects of the client monitoring and reporting cycle, with a focus on the firm's private equity and multi-asset client base.
  • Perform final review and sign-off for core client deliverables.
  • Ensure key deadlines are established, communicated, and consistently met.
  • Manage, anticipate, and communicate requirements for client deliverables.
  • Lead and effectively delegate resources on ad hoc client projects when necessary.
  • Ensure succession plans and institutional knowledge are maintained to support uninterrupted client service (e.g., client lead backups, documentation of unique processes and procedures).

Team Development

  • Partner with other client service account managers to help manage the team's day-to-day operations.
  • Develop, engage, and mentor junior staff by providing challenging work, guidance, and increasing levels of responsibility based on performance.
  • Reinforce department-wide communications, initiatives, and training objectives with junior team members.
  • Promote continuous skill development by identifying strengths and development areas and improving overall team effectiveness.
  • Mentor and develop junior team members outside of direct reporting lines and actively contribute to broader department team-building efforts.
  • Demonstrate and model respectful communication, helping set the standard and culture for the wider department.

Education and/or Work Experience Requirements

  • Bachelor's degree in Finance, Economics, Business, or a related field preferred.
  • Minimum of 5 years of relevant experience preferred.
  • Strong experience with Microsoft Excel, Word, PowerPoint, and Power BI.
  • Working knowledge of financial accounting and the ability to learn new performance and portfolio reporting systems.
  • Proven ability to lead projects and/or teams.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Experience collaborating with stakeholders across different departments.
  • Excellent verbal and written communication skills.
  • Highly motivated, proactive, adaptable, and able to work independently.
  • Strong problem-solving skills with a focus on delivering accurate, high-quality work.
  • Interest in global financial markets.

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.

Developing People at StepStone

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against stepstone's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on stepstone's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    stepstone's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.