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. With $640 billion of total capital allocations, including $143 billion in AUM, 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 joiners the opportunity to think out loud, collaboratively.

The Private Wealth Team 

Founded in 2019, StepStone Private Wealth is designed to expand access to the private markets for high-net-worth investors. StepStone Private Wealth is focused on creating innovative solutions for investors by emphasizing convenience, efficiency and transparency. StepStone Private Wealth is responsible for the overall management of over $2.5 billion in worldwide across six funds and has key responsibilities including structuring, governance, distribution, reporting and oversight. 

Summer Interns based in Charlotte, NC will be responsible for supporting the activities of StepStone Private Wealth’s Corporate Finance and Accounting team, getting exposure to all aspects of financial services. Education is also a significant component of the program, as Summer Interns will gain insight into the broader private market ecosystem through research projects, hands-on learning and day-to-day responsibilities of a full-time associate. 

Responsibilities 

• Assist in preparing monthly financial statements & prepare analysis for management 
• Update company financial planning & analysis financial model(s) for monthly, quarterly, and annual forecasting 
• Develop and maintain process documentation for financial procedures 
• Work with cross-functional teams closely to maintain A/P and A/R functions 
• Assist with SEC regulatory filings and management reports  
• Participate in monthly budget reviews and variance analysis 
• Create internal and external-facing presentations to convey financial insights effectively 
• Maintain proprietary competitive market research in the private equity and private wealth landscape 
• Perform other ad hoc projects that reflect the broader needs of the company 
• Participate in corporate mentorship programs and on-site company events 

Desired Skills and Experience 

Most importantly, ideal candidates should display strong attention to detail, a highly professional manner and a dedication to learning about complex topics. 

Qualifications 

• You are a Junior/Rising Senior (May 2025 grad) committed to BA/BS in Finance, Economics or Accounting, or equivalent 
• High proficiency in MS Word, Power Point and Excel 
• Demonstrated track record of academic success 
• Excellent written and verbal communication skills 
• Strong, demonstrable analytical capabilities 
• Team player and strong work ethic 
• Work with other interns to deliver a presentation at the end of the internship to the local StepStone team 

Click here to learn more about the intern experience.

About us

Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint.  As people are our biggest asset, we offer resources to help our employees reach their full potential.  Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.  

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.  

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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