Junior Analyst - Portfolio Analytics & Reporting

Full Time
La Jolla, San Diego, CA, USA
4 months ago

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.

Position Overview:

The Junior Analyst will be a member of the Analytics Team within StepStone’s Portfolio Analytics and Reporting department. The person will assist in the processing of data, creation of models, and generation of analysis used for investment research. The candidate should have a basic understanding of financial markets, an entry level knowledge of Excel, an elementary ability working with database and programing languages, and an interest in learning about private market investment concepts. This will be a Full-time (40 hours per week) 16-week paid opportunity with a possibility to extend for additional 16-week terms or transition to a permanent role.

Essential Job Functions:

  • Assist the Research team with the due diligence of new private markets funds by constructing track record models, which are used to analyze the historical performance of private markets fund managers. An advanced proficiency with Excel will be required
  • Process Secondary models, which are used to analyze the historical and project performance of secondary opportunities. A proficiency with using Python code will be required
  • Aid in the creation and testing of the team’s automation and other code processing tools
  • Classify and store characteristics of investment managers into StepStone’s proprietary database
  • Transform and maintain integrity of data in StepStone’s database from a variety of sources
  • Develop a general understanding of concepts and terminology within private market investments

Education and/or Work Experience Requirements:

  • Possesses or in pursuit of a Bachelor’s degree in Finance, Economics, Accounting, Business Information Systems, or a related field
  • Demonstrated track record of academic success
  • Preference for individuals with relevant internships or work experience

Other Knowledge, Skills and Abilities:

  • Entry level proficiency in Excel is required
  • Basic familiarity of Python or other coding knowledge is required
  • MySQL or other database experience preferred
  • Power BI or other modeling concepts preferred
  • Knowledge of investments and/or private markets
  • Extremely strong attention to detail to maintain data integrity
  • Willingness to ask questions

Salary Range is $25 per hour

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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