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.

About StepStone

StepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. We are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers the opportunity to think out loud, collaboratively.

Position Description:

• For college students or graduates looking to gain exposure to the private markets industry, develop skills for investment analysis, and work towards potential full-time career opportunities with StepStone.
• Junior Analysts will have the opportunity to develop an understanding of financial markets by working closely with the performance analysis team and assisting in investment monitoring and reporting efforts.
• Opportunity to work with and contribute to the StepStone’s Portfolio Analytics and Reporting team supporting client service.
• Full-time (40 hours per week) opportunity for a 16-week period with the possibility to extend or transition to a permanent role.

Primary responsibilities include:

• Monitor quarter-over-quarter fund performance by tracking underlying portfolio investments
• Process cash flow notices and track cash movement between funds and our clients
• Reconcile quarterly capital account information
• Correspondence with internal and external parties
• Assist the team on specific monthly, quarterly, annual, or ad hoc projects and client-related requests

Secondary responsibilities may include:

• Monitor and report of the investment activity and performance of leading private equity firms
• Manage data requests and reporting deadlines for assigned clients
• Review operating metrics of portfolio investments reported by fund managers

Skills and Qualifications may include:

• Relevant coursework or work experience
• Strong analytical skills
• Strong written and verbal communication skills in English; please note that all interviews will be conducted in English
• Promote and demonstrate a positive, team‐oriented attitude
• Dynamic, hard-working and a self-starter
• Significant experience with Microsoft Excel
• Basic knowledge of accounting and working knowledge of the financial services industry
• Interest in Global Financial Markets and Private Markets
• Strong attention to detail

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