StepStone Group
Private Markets
2026ClientServiceJuniorAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“2026 Client Service Junior Analyst at StepStone Group. Skills: Investment analysis, Portfolio analysis, Client reporting. Review and analyze Quarterly Reports. Analyze Financial Statements”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Relevant coursework or work experience, Analytical skills, Written and verbal communication skills, Basic knowledge of accounting, Working knowledge of the financial services industry, Attention to detail
Nice to Have
Interest in Global Financial Markets, Interest in Private Markets
What You'll Do.
Review and analyze Quarterly Reports
Analyze Financial Statements
Reconcile reported data
Analyze quarter-over-quarter fund performance
Track underlying portfolio investments
Process cash flow notices
Track cash movement between funds
Correspond with external parties
Assist on quarterly projects
Assist on annual projects
Assist on ad hoc projects
Assist on client-related requests
Individual portfolio analysis
Cross-sectional portfolio analysis
Monitor investment activity
Monitor investment performance
Review quarterly reports
Review capital account information
Review cash flow activity
Provide information for client reports
Manage reporting deadlines
How You'll Work.
Team & Collaboration
Work with the performance analysis team; Contribute to the Portfolio Analytics and Reporting team
Communication Scope
Written communication skills; Verbal communication skills
Full Job Description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. About the role For college graduates looking to gain exposure to the private markets industry, develop skills for investment analysis, and work towards potential full time career opportunities with StepStone. Junior Analysts will have the opportunity to develop an understanding of financial markets by working closely with the performance analysis team and assisting in investment monitoring and reporting efforts. Opportunity to work with and contribute to the StepStone’s Portfolio Analytics and Reporting team supporting client Full-time (40 hours per week) opportunity for a 16-week period What you’ll do Primary responsibility involves review and analysis of Quarterly Reports and Financial Statements to reconcile reported data Analyze quarter-over-quarter fund performance by tracking underlying portfolio investments Process cash flow notices and track cash movement between funds and our clients Correspondence with external parties Assist the team on specific quarterly, annual, or ad hoc projects and client-related requests Key responsibilities Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography Monitoring and reporting of the investment activity and performance of leading private equity firms 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 What we’re looking for Relevant coursework or work experience Strong analytical skills Strong written and verbal communication skills
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