We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Description

• For recent college graduates looking to gain exposure to the private markets industry, develop skills for investment analysis using business intelligence tools, and work towards potential full time career opportunities with StepStone.
• Junior Analysts will have the opportunity to develop an understanding of financial markets and data analysis by working closely with various internal teams and assisting in ad-hoc client deliverable efforts.
• Opportunity to work with and contribute to the StepStone’s Portfolio Analytics and Reporting (“SPAR”) team supporting Client Data Services operations located in La Jolla, CA.
• Full-time (40 hours per week) opportunity for a 16-week period with the possibility to extend or to transition to a permanent role.

Essential Job Functions 

• Use performance reporting systems and analytics dashboard tools (e.g., Power BI, SQL, Power Pivot) to compile accurate and timely analysis for external clients
• Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of ad-hoc deliverables, compiling final information in a manner consistent with SPAR’s global reporting master template standards
• Assist in execution and oversight of the full lifecycle of periodic reporting processes, ensuring proper data practices and methodologies are applied
• Remain organized while adjusting to competing demands, aiming to beat rather than meet deadlines 
• Assist in developing and maintaining new and enhanced data-related content for client deliverables
• Develop a deep understanding of reporting tools, industry best practices and proprietary reporting systems
• Must be curious, willing to innovate and can create novel approaches on a day-to-day basis

Education and/or Work Experience Requirements 

• Bachelor’s degree in finance, economics or accounting related field preferred
• Prior experience with the use of data analysis and performance reporting
• Record of accomplishment of projects demonstrating value-add initiatives

Required Knowledge, Skills, and Abilities 

• Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot, SQL and Tabular Models
• Extremely strong attention to detail
• Strong time management, prioritization, and communication skills
• Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently
• Inquisitive and intellectually curious, able to independently learn recent technologies, skills, and industry standards 

Salary: $27.50 / hour

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.

Developing People at StepStone

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