- Collecting private markets data from a variety of internal sources- Finding statistically significant trends and developing models to inform our investment processes- Performing ad hoc analysis to be used across StepStone’s research due diligence process- Communicating analyses and conclusions to internal teams

- Managed customer relationships post-sale, including involvement in strategy to develop long-term business relationships.- Utilized the ability to learn, change, and gain from each experience to become more effective in subsequent sales scenarios.- Established and executed strategies for meeting and exceeding revenue goals through outbound contact with existing and prospective insurance agent partners.- Worked effectively in a team environment to drive and create revenue opportunities.

- Assisted the research team with the due diligence of new private markets funds by constructing track record models with advanced proficiency in Excel.- Evaluated qualitative aspects of potential private markets fund opportunities by summarizing team composition and strategy pursued by the fund.- Performed ad hoc analysis using proprietary and third-party databases to be used across StepStone's research due diligence process.