StepStone Group is seeking a Portfolio Management & Investment Research Summer Analyst to join our team. In this role, you will gain hands-on experience in portfolio management, investment research, and data-driven decision-making within private markets. You will contribute to core workflows, supporting portfolio construction, quantitative modeling, and research.
What You'll Do
- Work with private markets data, collecting and reconciling information from internal sources like MySQL, PDFs, and Excel files.
- Develop and test financial models using Python, R, or VBA to support investment decision-making.
- Conduct data-driven analyses to identify trends in private markets.
- Support portfolio management efforts through ad hoc analysis and research projects.
- Communicate insights and findings to internal teams and produce written documentation of data, models, and code.
- Help develop and test key Python and Excel tools used in active portfolio decision-making.
- Contribute to research projects that identify trends in private markets.
What We're Looking For
- Pursuing a Bachelor’s or Master’s degree in Finance, Economics, Business Analytics, or a related field.
- Undergraduate student graduating anywhere from December 2026 through June 2027.
- Solid understanding of Python, R, or VBA for data analysis.
- Strong attention to detail and ability to critically check work while maintaining a humble, learning-focused approach.
- Team-oriented mindset—able to take feedback constructively, collaborate effectively, and contribute to shared goals.
- Proficiency in Excel.
- No task is too small—willingness to roll up sleeves and take initiative in a fast-paced environment.
Nice to Have
- Previous internship or work experience in finance, consulting, or data analysis.
- Familiarity with financial markets, investment concepts, and private markets.
- Experience with SQL, Power BI, or other data visualization tools.
Technical Stack
- Programming: Python, R, VBA
- Analysis: Excel
- Data: MySQL, SQL
- Visualization: Power BI
Team & Environment
The Portfolio Management team serves as a central resource for the firm's evergreen fund client base. The culture is built on a team-first approach, low-ego mindset, and intellectual curiosity. Our supportive and inclusive environment emphasizes collaboration, learning, and a collegial atmosphere that encourages teamwork, mentorship, and professional development.
Benefits & Compensation
- Compensation: $30/hour
- Supportive and inclusive team culture
- Collaboration and learning
- Mentorship
- Professional development
- Practical, hands-on experience
Work Mode
This role operates on a hybrid work model.
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.
