Junior Analyst - RFP AI

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.

We are seeking a detail-oriented Junior Analyst to support the RFP team's content management and AI-enabled process improvement initiatives. Working closely with the Content Manager, SMEs, and internal stakeholders, this role is central to our RFP technology platform efforts and adjacent projects including API-based integration of proprietary data with external RFP systems. The ideal candidate is organized, analytically curious, and genuinely interested in how AI tools are reshaping knowledge work — and brings a low-ego, problem-solving mindset to everything they do.

Content Management & SME Collaboration

• Maintain and update the Responsive content library in partnership with SMEs to keep responses accurate, clear, and current.
• Track deadlines, follow up on outstanding content requests, and ensure timely completion of assigned updates.

Data Analysis & Reconciliation

• Work with structured data from internal dashboards and enterprise systems; reconcile inconsistencies and support routine reporting.
• Help coordinate data integrations between Step Stone's proprietary systems and external RFP platforms, communicating requirements and flagging issues as they arise.

AI Tools & Automation

• Use generative AI tools (e.g., Claude, Microsoft Copilot) for research, drafting, and content optimization; craft and refine prompts to improve output quality.
• Assist in testing and deploying AI agents and low-code automation workflows (e.g., Microsoft Power Automate, Copilot Studio).
• Explore emerging tools and identify opportunities for productivity gains across team workflows.

Process Improvement

• Identify inefficiencies in content, data, or workflow processes and propose practical solutions.
• Contribute to SOPs, training materials, and project documentation for ongoing RFP technology initiatives.

• Bachelor's degree in any field; business, information science, communications, finance, or economics are all relevant.
• 0–3 years of experience; internships and project work count.
• Strong attention to detail and written communication skills.
• Demonstrated hands-on experience with AI tools (Claude, ChatGPT, Copilot, or similar).
• Comfortable working with data, dashboards, and multiple information sources.
• Proactive communicator — able to manage deadlines and follow up with stakeholders without prompting.

• Experience with RFP platforms such as Responsive or Loopio.
• Familiarity with AI agent frameworks or low-code automation tools (Copilot Studio, Power Automate).
• Basic coding skills in Python or JavaScript — helpful but not required.
• Background in financial services or asset management.

Salary: $30 / hour

#LI-Hybrid

At Step Stone, 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, Step Stone 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.