StepStone Group logo

Analyst, Private Wealth

StepStone Group

Charlotte, NC, USA
6 days ago
Salary
--
Experience
0-2 years
Type
Full-Time
Strategy
Other
Team
Other
Firm AUM
--

StepStone Group is looking for an Analyst/Associate to join their Private Wealth Solutions team. In this role, you’ll support product management by drafting responses to client inquiries and collaborating with various teams. This is a great opportunity to learn about private markets and develop your analytical skills in a dynamic environment.

What You’ll Do

  • Draft responses to inquiries from clients and platforms.
  • Work with teams to gather necessary information for reports.
  • Maintain a database of responses to ensure accuracy.
  • Analyze performance metrics and portfolio construction.
  • Collaborate with various teams to synthesize insights.
  • Help streamline internal processes.

What You Need

  • Undergraduate degree in finance, business, data science, or liberal arts.
  • Experience in financial services like private equity or asset management is a plus.
  • Self-starter who can adapt in a fast-paced environment.
  • Strong writing and communication skills.
  • Proficient in Microsoft Excel, Word, and PowerPoint.
  • Interest in financial technology and AI.

What You’ll Love

  • Opportunity to learn about private markets and investment strategies.
  • Collaborative work environment with exposure to all levels of the firm.
  • Chance to contribute to innovative AI initiatives.
  • Supportive culture that values employee input and growth.

About the Firm

  • StepStone Group specializes in private markets investment solutions.
  • They provide tailored advisory services and data-driven insights.
  • The firm values its employees and promotes a diverse workplace.
  • They have a strong focus on collaboration and innovation.
Get Jobs In Your Inbox
    Select all that apply:

    FREE RESOURCES

    Get My Best Growth Equity Interview Tips

    No spam ever, unsubscribe anytime