2027 StepStone Investor Services Summer Analyst

Posted 2 Days Ago
Be an Early Applicant
La Jolla, Hermosillo, Sonora, MEX
In-Office
30-30 Hourly
Entry level
Financial Services
The Role
Support investor services by managing investor portal inbox, processing time-sensitive documents, maintaining data quality, responding to client inquiries, coordinating with internal teams, and documenting procedures. Identify automation opportunities and ensure accurate record-keeping and risk-aware handling of sensitive client information.
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 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.

About the role

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.

What you’ll do

The Summer Analyst will be responsible for managing data in the investor portal – including the investor service inbox, processing of time sensitive documents, data maintenance and transfers. The position serves as a trusted resource for information and assistance, strong data mining, detail orientation, problem-solving and follow-through are required.

Key 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

What we’re looking for

  • 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 

Application deadline: September 18, 2026

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. 

Click here to learn more about the intern experience.

Salary: $30 / hour

The salary is an estimate of pay for this position.  Actual pay may vary depending on job-related factors that can include location, education, skill, and experience.  The salary does not include any benefits or other forms of possible compensation that may be available to employees.


#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

  • Undergraduate student graduating December 2027 through June 2028
  • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
  • Minimum GPA of 3.2
  • High proficiency in MS Word, PowerPoint and Excel
  • Excellent written and verbal communication skills
  • Strong analytical capabilities, including quantitative/modeling skills
  • Demonstrated track record of academic success
  • Team player with a strong work ethic
  • Must be at least 18 years old to apply
  • A desire to join the Global Private Markets investments platform after graduation

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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