Private Wealth Operations Manager

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 daily 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 and maintain a strong Administrator–RE relationship.
• Partner with the Australia Business Development team to understand priorities and support distribution initiatives.
• 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.
• Work with the due diligence team to complete information requests promptly and accurately.
• Develop and maintain quarterly KPIs for both external service providers and internal performance metrics.
• Maintain a project tracker for open items and ensure timely updates across teams.
• Prepare distribution updates and investor resolutions for international board materials.
• Ensure all data providers and pricing sources receive accurate and up‑to‑date information.
• Support leadership in managing service providers, distribution platforms, and other external vendors.
• Collaborate across teams to produce reporting materials, guides, and resources that enhance operational efficiency.
• Provide insights to refine and update marketing materials, and support proofreading of routine updates with strong attention to detail.
• 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
• 5+ years of related financial services experience required
• Strong written and verbal communication skills
• Strong Excel ski