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.
The team you’ll join
The StepStone Portfolio Analytics & Reporting (SPAR) Data Monitoring team is a dynamic team of professionals that drive the collection, analysis and reporting of private market data. Through global collaboration and utilization of StepStone’s proprietary cloud-based performance reporting systems, the SPAR DM team provides meaningful insights for informed decision making to internal and external stakeholders.
About the role
For college students 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. In this opportunity you will be able to work with and contribute to the Global SPAR DM team including offices in North America, South America, Europe, and Asia, supporting our 24-hour global operations model. This is a full-time (40 hours per week) opportunity for a 16-week period with the possibility to extend or to transition to a permanent career opportunity with StepStone
What you’ll do
Your primary responsibility involves reviewing and analysis of Quarterly Reports, Financial Statements, and Schedules of Investments to extract and enter the correct data into our proprietary database. You will analyze quarter-over-quarter fund performance by tracking underlying portfolio investments. In addition, you will process cash flow notices and track cash movement between funds and our clients. Lastly, you will assist the team on specific quarterly, annual, or ad hoc projects and client-related requests.
Key responsibilities
- Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography
- Monitoring and reporting of the investment activity and performance of leading private equity firms
- Reviewing and reconciling quarterly reports, capital account information, and cash flow activity of monitored funds, and providing information used in preparing client reports
- Managing data requests and reporting deadlines for assigned clients
What we’re looking for
- Must be legally authorized to work in China without requiring visa sponsorship, now or in the future
- Final - year undergraduate or Master’s student
- Strong attention to detail and commitment to accuracy
- Strong written and verbal communication skills in English; please note that all interviews will be conducted in English
- Strong proficiency in Microsoft Word, PowerPoint, and Excel
- Excellent written and verbal communication skills
- Demonstrated analytical and problem-solving capabilities
- Collaborative mindset with a proactive, self-motivated, and team-oriented approach
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in private markets.
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.
Candidates must be at least 18 years old to apply.