AI summary
Junior Analyst role in Portfolio Management at StepStone Group, a global private markets investment specialist, supporting the Research Data Processing & Governance team. You'll help process data, build track record models for fund due diligence, and maintain data integrity in a proprietary database. Standout perk: mentorship programs and employee resource groups.
Key skills
Advanced Microsoft ExcelFinancial markets knowledgePrivate markets / investments conceptsTrack record model constructionData processing and transformationDatabase data integrity and governanceInvestment manager classification and data entryDue diligence support for private markets fundsWritten and verbal communicationAttention to detail
Pays $30/hour; salary range not otherwise specified.
You'll thrive here if you’re detail-obsessed, strong in Excel, and eager to learn private markets concepts while supporting research and data governance work.
Why apply
- Mentorship programs available
- Employment Resource Groups
- Work with private markets research
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 Overview:
The Junior Analyst will be a member of the Research Data Processing and Governance Team within StepStone’s Portfolio Management department. The person will assist with data processing, model creation, and generation of analysis used for investment research. The candidate should have a foundational understanding of financial markets, strong Excel skills, and an interest in learning about private market investment concepts.
Essential Job Functions:
Support 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
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:
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:
Advanced proficiency in Excel is required
Knowledge of investments and/or private markets
Extremely strong attention to detail to maintain data integrity
Willingness to ask questions
Strong written and verbal communication skills