Private Wealth Operations Manager

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 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 skills and familiar working with Adobe Acrobat
• Highly motivated individual with demonstrated initiative, independence and adaptability
• Strong analytical and organizational skills and high attention to detail
• Proven customer service skills

Required Knowledge, Skills, and Abilities

• Acute attention to accuracy and detail
• Effective communication skills and strong problem-solving skills
• Ability to prioritize activities while working on multiple projects and achieve target deadlines
• Proficiency with Microsoft Excel, Word, and SharePoint

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 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