StepStone Group · 2 days ago
Vice President - LP Transfers Process Lead
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$150K/yr - $165K/yr
7+ years expStepStone Group is a global private markets specialist delivering tailored investment solutions and advisory services. They are seeking a Vice President to manage the firm's fund and investor onboarding program, focusing on improving client experience and overseeing junior team members.
BankingFinancial ServicesFinTechReal Estate InvestmentVenture Capital
Responsibilities
Serve as main point of contact internally and externally for all transfer-related matters throughout the investment lifecycle
Identify and track all transactions that qualify as a legal transfer of ownership, legal name change or tax ID change
Manage and oversee third party service providers, including transfer agents and fund administrators, to facilitate and process high volume of transfer agreements on a quarterly basis
Source and update master transfers tracker with weekly updates to report on trending volume towards completion
Ensure timely processing and communication across stakeholders including initial inquiries and ongoing support to limited partners who are transferring their interest in a Stepstone fund, including, without limitation, coordinating due diligence questionnaire responses from tax, fund accounting, legal and the investment team and confirming with business leads of StepStone funds on buyers list and other permitted transferee matters
Responsible for quarterly transfer deliverable which includes collection and storage of all final documents and key transfer report provided to fund accounting, fund administrators and lenders of StepStone funds, as applicable
Accurate books and records entries at each quarter end based upon fully executed transfer agreements and subscription documents
Provide transparency across parties regarding the status of initiated and closed transfers in advance of and on effective date
Build out functional areas and processes to address more complex needs within CRM system, dashboard reporting, roles and responsibilities across third party vendors
Provide training of transfer requirements internally to establish clear understanding of process and identify efficiencies and improvements to the current process
Produce official quarterly and annual transfer reports systematically serving as official source of truth and book of record
Experience with legal documents, legal review processes, and contractual / signature processes
Ability to direct investor (including transfers or changes to information in the investor profile) related inquiries, issues and escalate where required
Enforce key legal concepts, rules and general compliance to keep process on track each quarter
Guide transferee client through subscription process via digital platform, work to make process seamlessly integrated to transfer lifecycle
Provide management key performance and risk indicators, collaborate with IS, Legal, Compliance and Fund Accounting to execute strategic vision and operational enhancements for transfers’ functions
Manage stakeholder engagement and awareness intra process and at close for transfer engagement
Provide oversight and management of third-party legal providers for transfer legal reviews, facilitating review comments and electronic signature processes where specified
Enhance data and reporting function to provide better data packages related to transfer activity across the firm
Implement new requirements as needed on behalf of client experience and internal operational needs
Establish and implement quarterly Books and Records entry into master client management systems to facilitate onboarding, removal of prior LPs and to activate access to the investor portal where instructed
Collect and validate final documents status adhering to closing checklist to store all fully executed agreements
Lead and oversee outsourced provider team to respond to all initial inquiries and direct steps towards effectuating transfers. This includes providing clear instructions on the process to the client and working with them directly towards a timely close
Manage weekly call forum across all parties and providers to identify at risk items and tracking towards effective date
Collaborate with Fund Accounting to provide final transfer register deliverable within quarterly effective date and to maintain all records ensuring capital activity and business continuity for larger fund population
Vendor and project management, as required
Qualification
Required
7-10 years proven experience working at a private market's asset management firm in a management capacity leading a team
Experience within the fund onboarding, legal or paralegal function working with external law firms and providers
Investor services, finance, or a related field, with a strong background in vendor management
Extensive experience in Salesforce CRM systems managing a client base and associated records
Company
StepStone Group
StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments.
1001-5000 employees
H1B Sponsorship
StepStone Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (10)
2023 (9)
2022 (4)
2021 (6)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
$205M2024-09-09Post Ipo Secondary· $205M
2020-09-16IPO
Leadership Team
Scott Hart
Chief Executive Officer
Andy Jones
Senior Managing Director
Recent News
Financial Sector Technology
2025-12-18
Company data provided by crunchbase