2027 Portfolio Management & Investment Research Summer Analyst

StepStone Group is a global private markets specialist delivering investment solutions, advisory services, and data-driven insights. The Portfolio Management & Investment Research Summer Analyst will support portfolio construction, quantitative modeling, valuation, private markets research, and the development of Python- and Excel-based tools.

What you'll do:

• Work with private markets data, collecting and reconciling information from internal sources (MySQL, PDFs and Excel files)
• Develop and test financial models to support investment decision-making (Python, R, VBA, Power Query)
• 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

What they'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 2027 through June 2028
• Solid understanding of Python, R, or VBA for data analysis
• Familiarity with financial markets, investment concepts, and private markets is a plus
• 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; experience with SQL, Power BI, or data visualization tools is a plus
• No task is too small—willingness to roll up sleeves and take initiative in a fast-paced environment
• Candidates must be at least 18 years old to apply
• Previous internship or work experience in finance, consulting, or data analysis is strongly preferred

Benefits:

• Supportive and inclusive team culture where collaboration and learning are the core of what we do
• Mentorship
• Professional development
• Practical experience and development of critical skills in Private Markets
• Hybrid work arrangement
• Multiple Employment Resource Groups
• Mentorship programs to enhance the employee experience