Client Solutions Professional

  • Competitive Base + Annual Performance Bonus
  • Zurich, Switzerland
  • Permanent, Full time
  • StepStone Group
  • 12 Apr 19

StepStone is looking for a detailed-orientated individual who will work for a team that supports the business development efforts of the private debt business of the firm. This team member will interact and collaborate with senior professionals across various teams including business development, research and investment, legal and compliance, monitoring and reporting, among others, to meet our client’s requirements about the firm’s service offerings and investment vehicles. The person should have a solid understanding of investments and ideally of private debt, strong project management skills and communication skills.

Primary responsibilities include:

  • Work alongside with the business development and investment team members in order to design and implement investment solutions for private debt investments
  • Create and prepare pitch books / investment proposals for institutional clients
  • Critically assess the veracity and applicability of content provided by cross-functional team members for pitches / proposals
  • Coordinate and lead specific client implementation projects
  • Assist with market research and performance analysis
  • Assist and perform ad hoc projects and reviews related to the client solutions function
  • Additional efforts may include creating and writing original content and analysis for new business activities (e.g., fact cards, presentations, etc.)
  • Provide input on developing new and enhancing existing presentations content for marketing materials
  • Assist with various other projects and analyses for the Private Debt team


  • Masters's degree in finance, business or marketing preferred
  • Minimum of 3-5 years of related financial services experience required (private debt, or investment management a plus)
  • Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
  • Strong ability to multi-task and manage time in a detail oriented environment
  • Strong cross-functional analytical skills both quantitative and qualitative. Ability to capture and formulate complex issues.
  • Strong verbal and written communication skills
  • Proven experience working with complex excel files and powerpoint presentations
  • Follow up skills and acute attention to accuracy and detail are essential
  • Proficiency in German and English is a must (verbal and written)
  • Professional designation such as CFA or CAIA is a plus