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Form of workPosition Overview
As part of StepStone's Portfolio Analytics and Reporting ("SPAR") team, the Reporting Specialist will be responsible for the execution of periodic (e.g., quarterly) reporting processes and systems, providing timely and accurate reporting primarily to external clients. The Reporting Specialist will work closely with senior SPAR team members and all relevant departments to support client reporting needs and the Department/Firm at large.
Essential Job Functions
- Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients
- Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR's global reporting master template standards
- Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
- Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines
- Assist in developing and maintaining new and enhanced data-related content for client deliverables
- Become relied upon as a "domain expert" by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems
- Must be curious, willing to innovate and can create novel approaches on a day-to-day basis
Education and/or Work Experience Requirements
- Bachelor's degree in Finance, Economics or Accounting related field preferred
- Internship experience and/or relevant coursework preferred
- Prior experience with the use of data analysis and performance reporting
- Record of accomplishment of projects demonstrating value-add initiatives
Required Knowledge, Skills, and Abilities
- Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot and Tabular Models
- Extremely strong attention to detail
- Strong time management, prioritization, and communication skills
- Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
- Inquisitive and intellectually curious, able to independently learn recent technologies, skills, and industry standards
Other Attributes
- Progress towards obtaining a relevant professional designation such as CFA or CAIA is a plus
Salary Range - $70,000 - $80,000
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.
