Position Overview
We are seeking an Associate / Senior Associate to join SRE’s Business Development team.
The individual will be responsible for supporting the firm’s real estate business development efforts across primaries, co-investments and secondaries. Responsibilities will include supporting fundraising processes, content creation, and periodic interactions with existing and prospective clients.
Essential Job Functions
- Develop content for marketing and due diligence materials including presentations, fact cards, private placement memorandums, due diligence questionnaires, etc.
- Prepare responses to requests for information and proposals, track record analyses, third‑party databases, competitor benchmarking and investor requests.
- Manage investor pipelines via Salesforce, tracking progression and preparing reports for senior stakeholders.
- Support the preparation and execution of investor meetings and roadshows including materials and tracking follow‑up.
- Collaborate across departments including research, asset and portfolio management, RFP, legal and compliance, tax, and portfolio reporting and analytics.
- Contribute to other business development initiatives as they arise.
Qualifications
- Bachelor’s degree required.
- 2–6 years of relevant work experience from financial services firms (e.g., private equity, capital advisory/placement agents, investment banks).
- Advanced knowledge of MS Office applications (Excel, PowerPoint and Word); proficiency with AI tools such as Claude and Copilot.
- Experience with Salesforce or Intralinks desirable.
Required Knowledge, Skills, and Abilities
- Strong written and verbal communication skills, with the ability to represent the firm in a professional manner with internal and external stakeholders.
- Self‑starter with the ability to set priorities, manage deadlines, and work well under pressure.
- Ability to work effectively both independently and within a team‑oriented environment.
- Strong attention to detail and problem‑solving skills.
- Familiarity with private markets performance metrics to accurately maintain track record materials, support fund benchmarking, and respond to investor requests.
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
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