Junior Analyst - Client Services

United States·La Jollaentry

OtherClient Services

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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.

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.

Responsibilities

~1 min read

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

Responsibilities

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→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

Requirements

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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

Requirements

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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