Job Description
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 is seeking a detail-oriented and proactive analyst to support the execution of core workflows within the DATS Technology Program Management Office (PMO). This role plays a key part in ensuring that work moves efficiently from intake through discovery, Statement of Work (SOW) development, and handoff for project execution. This role focuses on coordination, documentation, and follow-through across structured processes and stakeholder interactions. This role operates within a developing PMO environment and will support evolving processes and systems as the team continues to scale.
Essential Job Functions:
- Support the execution of PMO workflows across intake, discovery, and SOW development to ensure work progresses efficiently and consistently
- Prepare discovery materials, including agendas, pre-reads, and supporting documentation, to enable effective stakeholder discussions
- Capture notes, action items, dependencies, and key decisions from discovery meetings, ensuring outputs are clearly documented and actionable
- Draft Statements of Work (SOWs) using standardized templates, incorporating stakeholder input and aligning on scope, timelines, and responsibilities
- Coordinate SOW review and approval processes, tracking outstanding signoffs and following up with stakeholders to ensure timely completion
- Maintain and update project information in workflow tools (e.g., Jira), ensuring required fields, metrics, and documentation are accurate and complete
- Support alignment across project tracking systems, reporting outputs, and documentation to ensure consistency and visibility
- Coordinate recurring PMO communications, including newsletters and DATS Portal updates, ensuring content is collected, formatted, and delivered on schedule
- Manage routine follow-ups, reminders, and outreach to ensure timely completion of PMO tasks and workflows
- Identify gaps or missing information in project inputs and escalate to PMO leadership for clarification and resolution
Education and/or Work Experience Requirements:
- Bachelor’s degree required, preferably in business, economics, finance, operations, or a related field
- 1–3 years of experience in project coordination, operations, consulting, or a similar role (preferred)
- Exposure to meeting-based or stakeholder-facing environments
- Familiarity with financial services, private markets, or a professional services environment is a plus
Required Knowledge, Skills, and Abilities
- Strong written and verbal communication skills, with the ability to clearly capture and convey information in meetings and documentation
- Ability to listen actively, ask clarifying questions, and synthesize inputs from multiple stakeholders
- Strong organizational and task management skills, with the ability to track deliverables, dependencies, and follow-ups across multiple workstreams
- High attention to detail, particularly when working with structured templates, documentation, and project data
- Ability to manage competing priorities and maintain progress in a fast-paced, deadline-driven environment
- Comfort participating in professional discussions and group settings, with willingness to engage and build confidence over time
- Ability to follow defined processes while identifying gaps or inconsistencies and escalating as needed
- Proficiency in Microsoft Excel, Word, and PowerPoint for tracking, documentation, and presentation of structured information
- Demonstrated accountability and follow-through on assigned tasks
- Ability to learn new tools, systems, and processes and apply them consistently in an evolving environment
Other Attributes:
- Demonstrates a growth-oriented mindset and openness to feedback
- Comfortable working in a developing and evolving team structure
- Shows initiative in identifying issues, asking questions, and seeking clarity
- Maintains a detail-oriented and process-driven approach to work
- Collaborative and responsive when working across teams and stakeholders
Salary Range - $70,000 - $72,000
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.
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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
