StepStone Investor Services Summer Analyst
Listed on 2025-12-25
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Business
Financial Analyst -
Finance & Banking
Financial Analyst
Final date to receive applications
January 16, 2026
The team you’ll joinWe 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.
About the roleStep Stone 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 doThe 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 Step Stone 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
- Undergraduate student graduating anywhere from December 2026 through June 2027
- 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
At Step Stone, 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.
Salary$30 / hour
Equal Opportunity EmployerStep 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.
Step Stone GroupStep Stone Group
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