Junior Analyst - Client Services

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 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 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 (“SPAR”) team supporting Real Estate operations. Teams located in Cleveland, Ohio and 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.

Primary responsibilities include:

• Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for internal analysis and external clients

• Process data from private markets general partners, including entry and review.

• Communicate externally with general partners regarding any validation errors to ensure accuracy of data.

• Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR’s global reporting master template standards

• Assist in developing and maintaining new and enhanced data-related content for internal use and client deliverables

• Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems

• Analyze quarter-over-quarter fund performance by tracking underlying portfolio investments

Secondary responsibilities may include:

• Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography

• Process cash flow notices and track cash movement between funds and our clients

• Monitoring and reporting of the investment activity and performance of leading private equity firms

• Assist the team on specific quarterly, annual, or ad hoc projects and client-related requests

• 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

Skills and Qualifications may include:

• Strong analytical skills - Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot and Tabular

• Relevant coursework and/or work experience

• Basic knowledge of accounting and working knowledge of the financial services industry

• 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

• Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently.

Salary: $22 / hour

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

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.

Developing People at StepStone