2026 Client Services Junior Analyst

China·Beijingentry

OtherClient Services

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Quick Summary

Overview

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors.

Technical Tools

OtherClient Services

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 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.

Responsibilities

~1 min read

→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

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

What We Offer

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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