2027 StepStone Investor Services Summer Analyst

StepStone Group•La Jolla, CA

5d•Hybrid

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.

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
Strong data integrity and detail orientation on requests, being privy to sensitive client data
Risk orientated mind-set when facilitating requests

Nice To Haves

The position serves as a trusted resource for information and assistance, strong data mining, detail orientation, problem-solving and follow-through are required.

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