2026 Client Services Junior Analyst

Posted 2 Days Ago
Be an Early Applicant
Beijing, CHN
In-Office
Internship
Financial Services
The Role
16-week full-time internship supporting portfolio analytics and client reporting. Monitor fund and investment performance, process cash flows, reconcile capital accounts, manage data requests, correspond with internal/external parties, and assist on monthly/quarterly/annual reporting and ad hoc client projects.
Summary Generated by Built In

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.

The team you'll join


The StepStone Portfolio Analytics & Reporting (SPAR) team is a core firmwide function responsible for monitoring, analyzing, and reporting on StepStone’s global investment portfolio. The team reviews fund and asset-level data to assess performance, track investment activity, and ensure accuracy and consistency across client reporting, supporting both investment decision-making and client transparency.
 
About the role
  • For college students or 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
    service. Specifically supporting the performance analysis teams and working with the Global DARO operations model
    including offices in North America, South America, Europe, and Asia
  • Full-time (40 hours per week) opportunity for a 16-week period with the possibility to extend or transition to a
    permanent role.

Key responsibilities

  • Monitor quarter-over-quarter fund performance by tracking underlying portfolio investments
  • Process cash flow notices and track cash movement between funds and our clients
  • Monitor and process outstanding data needed for client teams to complete reporting
  • Reconcile quarterly capital account information
  • Correspondence with internal and external parties
  • Assist the team on specific monthly, quarterly, annual, or ad hoc projects and client-related requests
  • Monitor and report of the investment activity and performance of leading private equity firms
  • Manage data requests and reporting deadlines for assigned clients
  • Review operating metrics of portfolio investments reported by fund managers

What we're looking for

  • Relevant coursework or work experience
  • Strong analytical skills
  • 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
  • Dynamic, hard-working and a self-starter
  • Significant experience with Microsoft Excel or Power BI
  • Basic knowledge of accounting and working knowledge of the financial services industry
  • Interest in Global Financial Markets and Private Markets
  • Strong attention to detail

Why join us?

At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in Private Markets. 

#LI-Hybrid

 

At StepStone, we believe that our people are our most important asset and crucial to our success.  We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.  

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.

Developing People at StepStone

 

Skills Required

  • Relevant coursework or work experience in finance or related field
  • Strong analytical skills
  • Strong written and verbal communication skills in English
  • Positive, team-oriented attitude
  • Self-starter, dynamic and hard-working
  • Significant experience with Microsoft Excel or Power BI
  • Basic knowledge of accounting and working knowledge of the financial services industry
  • Interest in global financial markets and private markets
  • Strong attention to detail
  • Must be at least 18 years old

StepStone Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about StepStone Group and has not been reviewed or approved by StepStone Group.

  • Healthcare Strength Health coverage is described as generous with multiple plan options, and in some cases employee‑only premiums are fully paid. Feedback suggests wellness resources and plan choice enhance the overall value of the package.
  • Retirement Support Retirement offerings include a 401(k) program that is viewed favorably. Feedback suggests long‑term incentive elements complement core retirement benefits.
  • Parental & Family Support Parental support includes leave coaching, paid parental leave, and resources for new parents alongside related travel and logistical supports. Feedback suggests these policies are a meaningful part of the benefits package.

StepStone Group Insights

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The Company
HQ: New York, NY
909 Employees
Year Founded: 2007

What We Do

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals.StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

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