Associate, Operations - Private Wealth (New South Wales)

Associate, Operations - Private Wealth (New South Wales)

21 Sep
|
Stepstone.Fr
|
New South Wales

21 Sep

Stepstone.Fr

New South Wales

We are global private markets specialistsdelivering tailored investment solutions, advisory services, and impactful, data driveninsights to the world's investors.Leveraging the power of our platform andour peerless intelligence across sectors,strategies, and geographies, we helpidentify the advantages and the answersour 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 significant 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
#J-*****-Ljbffr

📌 Associate, Operations - Private Wealth (New South Wales)
🏢 Stepstone.Fr
📍 New South Wales

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