2027 StepStone Investor Services Summer Analyst
About The Position
StepStone is seeking a motivated, focused, and organized Summer Analyst for the Investor Services team. This group manages investor inquiries, investor reporting, postings and transfers across asset classes. They work alongside the Fund Onboarding team who is responsible for AML/KYC due diligence and the coordination of fund launches. The Investor Services team is a global client facing team responsible for delivering timely and accurate support to investors across the front-to-back lifecycle. The core responsibilities include inbox management, document posting via CRM portal, and transfers. The team serves as the central point of contact between our investors and internal stakeholders, maintaining a strong client experience.
Requirements
- Undergraduate student graduating anywhere from December 2027 through June 2028
- Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
- GPA of 3.2 or above
- A desire to join our Global Private Markets investments platform after graduation
- High proficiency in MS Word, Power Point and Excel
- Demonstrated track record of academic success
- Excellent written and verbal communication skills
- Strong, demonstrable analytical capabilities, including strong quantitative/modeling skills
- Team player and strong work ethic
- Candidates must be at least 18 years old to apply
Responsibilities
- Prepare investor portal postings and creating client communications
- Update and manage document processes and policies to ensure proper record keeping
- Communicate with other StepStone departments regarding upcoming posts and approvals
- Responding by e-mail and/or phone to client inquiries and information requests, guided by the team
- Manage data quality projects with minimal oversight and strong follow-through
- Identify key automation opportunities across systems
- Prepare and maintain procedures and documentation for the team as operational responsibilities grow
- Strong data integrity and detail orientation on requests, being privy to sensitive client data
- Risk orientated mind-set when facilitating requests
Benefits
- The salary does not include any benefits or other forms of possible compensation that may be available to employees.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
