Junior Analyst - Portfolio Management

StepStone Group • San Diego, CA

70d • $27

About The Position

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.

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
• 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

Responsibilities

• 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

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree