StepStone Group · 17 hours ago
Junior Analyst - Client Services
La Jolla
Full-time
Onsite
New Grad, Entry Level
$27.50/hr - $27.50/hrStepStone is a global private markets specialist delivering tailored investment solutions and data-driven insights. The Junior Analyst will gain exposure to the private markets industry, develop skills for investment analysis, and assist in investment monitoring and reporting efforts.
BankingFinancial ServicesFinTechReal Estate InvestmentVenture Capital
Responsibilities
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
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
Qualification
Required
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
Company
StepStone Group
StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments.
Founded in 2007
1001-5000 employees
H1B Sponsorship
StepStone Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (10)
2023 (9)
2022 (4)
2021 (6)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
$205M2024-09-09Post Ipo Secondary· $205M
2020-09-16IPO
Leadership Team
Andy Jones
Senior Managing Director
Bruna Riotto
Managing Director
Recent News
2026-01-22
2026-01-22
Company data provided by crunchbase