Jobs · Finance · Illinois

Principal - Real Estate Advisory

StepStone Group · Chicago, IL · 3 wk ago
HybridFinanceFull-time

Position Overview

The Principal of StepStone Real Estate (SRE) will play a critical role in building and servicing discretionary and advisory client relationships in a highly collaborative, team-oriented, technology-forward environment. The role sits within our Manager Research team, which is responsible for covering primary fund investments, client service for discretionary accounts that are wholistic or primaries oriented, and the firm’s outstanding advisory practice.

Essential Job Functions

  • Client coverage manager, where success includes earning the role of trusted advisor and executing well. This involves application of both top-down portfolio construction and bottom-up investment selection with the goal of delivering portfolios that meet client goals and deliver outperformance.

  • Delivering highly responsive, prompt and accurate client service, guiding and educating clients effectively, client onboarding, leveraging specialty skills across StepStone as needed, and managing supporting resources and team.

  • New business development – The primary role is to work with the client prospect to build the relationship, develop confidence in SRE and convert opportunities. This will include: discussion of investment approach and tailoring a client-oriented strategy, often in considerable detail with models, as needed, in a client-centered process. Effective verbal communication both formal and informal, delivering a range of written materials from tight presentation decks to winning RFPS. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. Working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team. 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