Junior Analyst - Client Services

Posted 3 Days Ago
Be an Early Applicant
La Jolla, Hermosillo, Sonora, MEX
In-Office
28-28 Hourly
Junior
Financial Services
The Role
Entry-level analyst role supporting private markets portfolio analytics and reporting. Collects, validates, and automates investment data ingestion; builds Power BI dashboards and optimizes data models using DAX; analyzes large datasets with Python, SQL, and Excel; coordinates with external stakeholders and internal teams to deliver standardized, scalable reporting and ad hoc insights.
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.

Position Overview 
  • For college graduates looking to gain exposure to the private markets industry while developing strong technical skills in data analytics and business intelligence, this role offers hands-on experience working with Python, Power BI, and data-driven reporting tools. 
  • Junior Analysts will build expertise in data collection, validation, and analytics, working closely with internal teams and external stakeholders (including General Partners) to support investment monitoring and reporting efforts. The role emphasizes scalable data processes, automation, and dashboard-driven insights.  
  • Opportunity to work with and contribute to StepStone’s Portfolio Analytics and Reporting (“SPAR”) team supporting Real Estate operations, with teams located in Cleveland, Ohio and La Jolla, CA. 
  • This is a full-time (40 hours per week) opportunity for a 16-week period, with the possibility to extend or transition into a permanent role.  
Primary Responsibilities 

Data Collection, Validation & External Coordination 

  • Collect, process, and validate investment data from General Partners (GPs) 
  • Communicate directly with external stakeholders to resolve discrepancies and ensure data accuracy and completeness  
  • Develop repeatable workflows for data ingestion, validation, and quality control using Python  

Analytics & Dashboard Development 

  • Design and maintain interactive dashboards in Power BI for internal and client reporting 
  • Translate complex financial data into clear, actionable visualizations  
  • Optimize data models and reporting performance using Power BI and DAX  

Data Processing & Automation 

  • Use Python (pandas, NumPy, etc.) to clean, transform, and analyze large datasets 
  • Automate data processing and reporting workflows to improve efficiency and scalability  
  • Work with SQL and Excel to manage and manipulate structured datasets  

Collaboration & Reporting 

  • Partner with internal teams to deliver high-quality, data-driven insights 
  • Support the development of standardized reporting frameworks and templates  
  • Contribute to improving internal data infrastructure and reporting processes  
Secondary Responsibilities
  • Analyze fund and portfolio performance trends across sectors and geographies 
  • Support ad hoc data analysis and reporting requests 
  • Assist in enhancing internal analytics tools and capabilities  
Required Skills & Qualifications
  • Ability to communicate effectively with both technical teams and external stakeholders 
  • Strong analytical and problem-solving skills  
  • Strong proficiency in Python for data analysis, transformation, and automation  
  • Advanced experience with Power BI (data modeling, DAX, dashboard development)  
  • Working knowledge of SQL and Excel  
  • Experience working with large, complex, or multi-source datasets  
  • Strong written and verbal communication skills in English (all interviews will be conducted in English) 
  • Team-oriented mindset with a proactive, self-starter approach and the ability to work independently in a fast-paced environment  
Preferred Qualifications 
  • Exposure to financial data, private markets, or investment reporting 
  • Experience building automated reporting workflows or end-to-end data pipelines  
  • Familiarity with data validation, reconciliation, or audit processes 

Salary: $27.50 / hour

#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

  • Ability to communicate effectively with both technical teams and external stakeholders
  • Strong analytical and problem-solving skills
  • Strong proficiency in Python for data analysis, transformation, and automation
  • Advanced experience with Power BI (data modeling, DAX, dashboard development)
  • Working knowledge of SQL and Excel
  • Experience working with large, complex, or multi-source datasets
  • Strong written and verbal communication skills in English
  • Team-oriented mindset with a proactive, self-starter approach and ability to work independently in a fast-paced environment
  • Experience with pandas and NumPy for data manipulation and analysis
  • Exposure to financial data, private markets, or investment reporting
  • Experience building automated reporting workflows or end-to-end data pipelines
  • Familiarity with data validation, reconciliation, or audit processes

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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