The Stepstone Group · 1 week ago
Director - Private Debt
La Jolla, CA
Full-time
Hybrid
Director/Executive
$195K/yr - $215K/yrStepStone Group is a global private markets specialist providing tailored investment solutions and advisory services. The Director will focus on research and advisory, working closely with team members to assess investment opportunities and manage client relationships in the Private Debt sector.
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Responsibilities
Assess marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation
Interpret financial analyses prepared by target fund managers, including investment track records and financial statement analysis
Assist in constructing arguments regarding decisions to invest or not invest, and communicate that argument efficiently in written materials; be able to defend position in a team environment, including Investment Committee meetings
Write Fund Summaries and Investment Memorandums in line with StepStone standards
Use creativity to analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities
Form an independent opinion about the attractiveness of a credit strategy or a fund as an investment opportunity; clearly articulate findings
Analyze and monitor the performance of the firm's existing fund managers and underlying investments; prepare for and participate in meetings with assigned managers, and conduct on‐going due diligence
Interact directly with and co-manage relationships with clients with an allocation to Private Debt including periodic calls and meetings; be able to present research views, and convincingly discuss and defend the choice of investment strategies and individual investment opportunities
Develop and present portfolio allocation and cash flow models using StepStone portfolio construction tools consistently with client's risk and return requirements
Assist in constructing investment guidelines for client mandates; develop portfolio allocations to individual strategies, investment sizing guidelines, and construct investment pipelines
Regularly monitor the performance of client portfolios; present and convincingly communicate to clients the performance of their portfolio and individual investments
Assist Sales and Client Support teams on Requests for Proposals (RFPs), the preparation of client portfolio materials, and any queries regarding portfolio construction, the suitability of specific investments to client portfolios, and other portfolio management and investment selection queries
Qualification
Required
BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience
Demonstrated track record of academic and professional success
Proven ability to represent firm in written and interpersonal communications
Strong, demonstrable analytical capabilities, including strong quantitative/modeling skills
Leadership experience
Ability to represent the firm credibly in written and interpersonal communications
Leadership potential
High proficiency in Word, PowerPoint and Excel
Flexibility – Stepstone is a dynamic and entrepreneurial organization; all professionals are expected to perform multiple functions
Ability to promote and demonstrate a positive, team-oriented attitude
Applied experienced in valuation and investment analysis
Company
The Stepstone Group
At The Stepstone Group we have a simple but very important mission: The right job for everyone.
Founded in 1996
1001-5000 employees
H1B Sponsorship
The 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
Late StageTotal Funding
unknown2009-09-09Acquired
Leadership Team
Thorsten Otte
CFO
Recent News
IndiaTimes
2025-10-31
2024-10-26
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