2027 Portfolio Management & Investment Research Summer Analyst

StepStone Group•La Jolla, CA

1d•Hybrid

About The Position

StepStone is a global private markets specialist that provides tailored investment solutions, advisory services, and data-driven insights to investors worldwide. The Portfolio Management team at StepStone acts as a central resource for the firm's evergreen fund clients, managing portfolio construction, investment decision-making, and commitment pacing. This team collaborates directly with clients of StepStone's evergreen accounts to build and maintain private markets portfolios, handle pacing requests, and translate investment strategy into actionable allocation decisions. Utilizing StepStone's proprietary data advantage, the team employs quantitative methods for informed investment decisions across various asset classes, including buyouts, secondaries, and real assets. They also contribute to valuation processes for multiple private market asset classes, ensuring analytical consistency and accuracy. Furthermore, the team is involved in automating and improving firm-wide workflows by developing Python and Excel-based tools to enhance efficiency and operational value.

Requirements

Pursuing a Bachelor’s or Master’s degree in Finance, Economics, Business Analytics, or a related field
Undergraduate student graduating anywhere from December 2027 through June 2028
Previous internship or work experience in finance, consulting, or data analysis is strongly preferred
Solid understanding of Python, R, or VBA for data analysis
Familiarity with financial markets, investment concepts, and private markets is a plus
Strong attention to detail and ability to critically check work while maintaining a humble, learning-focused approach
Team-oriented mindset—able to take feedback constructively, collaborate effectively, and contribute to shared goals
Proficiency in Excel; experience with SQL, Power BI, or data visualization tools is a plus
Willingness to roll up sleeves and take initiative in a fast-paced environment
Candidates must be at least 18 years old to apply

Nice To Haves

Familiarity with financial markets, investment concepts, and private markets is a plus
Experience with SQL, Power BI, or data visualization tools is a plus

Responsibilities

Work with private markets data, collecting and reconciling information from internal sources (MySQL, PDFs and Excel files)
Develop and test financial models to support investment decision-making (Python, R, VBA, Power Query)
Conduct data-driven analyses to identify trends in private markets
Support portfolio management efforts through ad hoc analysis and research projects
Communicate insights and findings to internal teams and produce written documentation of data, models, and code