Junior Analyst - Client Services
StepStone Group is a global private markets specialist delivering tailored investment solutions and data-driven insights. The Junior Analyst will gain exposure to the private markets industry, develop skills for investment analysis, and assist in performance monitoring and reporting efforts. Responsibilities Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for internal analysis and external clients Process data from private markets general partners, including entry and review Communicate externally with general partners regarding any validation errors to ensure accuracy of data Actively collaborate with various SPAR Client Teams to obtain all necessary information required for completion of deliverables, compiling final information in a manner consistent with SPAR’s global reporting master template standards Assist in developing and maintaining new and enhanced data-related content for internal use and client deliverables Become relied upon as a “domain expert” by developing a deep understanding of reporting tools, industry best practices and proprietary reporting systems Analyze quarter-over-quarter fund performance by tracking underlying portfolio investments Individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography Process cash flow notices and track cash movement between funds and our clients Monitoring and reporting of the investment activity and performance of leading private equity firms Assist the team on specific quarterly, annual, or ad hoc projects and client-related requests 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 Skills Strong analytical skills - Experience with performance reporting software and business intelligence tools such as Power BI, Excel, Power Pivot and Tabular Relevant coursework and/or work experience Basic knowledge of accounting and working knowledge of the financial services industry Strong written and verbal communication skills in English; please note that all interviews will be conducted in English Promote and demonstrate a positive, team‐oriented attitude Highly motivated self-starter, with demonstrated history of taking initiative, being adaptive in a fast-changing environment, and working independently Company Overview StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments. It was founded in 2007, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship StepStone Group has a track record of offering H1B sponsorships, with 10 in 2025, 10 in 2024, 9 in 2023, 4 in 2022, 6 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.