2026 Client Service Solutions Junior Analyst
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.
The team you’ll join
StepStone’s Portfolio Analytics and Reporting (“SPAR”) Client Service team provides portfolio reporting, analytics, and client service support to the Firm’s private markets clients. The team works collaboratively across SPAR and with other functions to monitor investment activity, reconcile portfolio data, prepare client deliverables, and support the full reporting lifecycle. The Beijing team is part of SPAR’s global Client Service function and provides an opportunity to gain exposure to private markets, portfolio analytics, performance reporting, and client-focused work
About the role
This position is designed for recent college graduates seeking exposure to the private markets industry and the opportunity to develop investment analysis skills. The role offers the potential to pursue a full-time career with StepStone. In this position you will support client reporting and data-related activities while working closely with Client Service team members and other departments to meet client needs and contribute to the broader goals of the department and firm. This is a full-time commitment of 40 hours per week for a 16-week period.
What you’ll do
- Monitor and report on the investment activity and performance of leading private markets firms
- Use performance reporting systems and analytics tools, including Power BI, to prepare accurate and timely internal and external reports
- Process and reconcile quarterly reports, capital account information, and cash flow activity for monitored funds, and provide information used in preparing client reports
- Manage data requests and reporting deadlines for assigned clients
- Collaborate with SPAR Client Teams to obtain the information required to complete deliverables and compile final materials in accordance with SPAR’s global reporting template standards
- Support the execution and oversight of the full lifecycle of periodic reporting processes, ensuring appropriate data practices and methodologies are applied
- Take ownership of daily and weekly responsibilities related to client requests and cash flow data
- Complete assigned monthly and quarterly client reports accurately and on time
- Support the preparation of accurate quarterly and annual fee and carried interest deliverables
- Remain organized while managing competing priorities and consistently strive to complete work ahead of deadlines
- Develop a strong understanding of reporting tools, industry best practices, and proprietary reporting systems
- Support quarterly, annual, and ad hoc projects and client-related requests
- Assist with developing and maintaining new and enhanced data-related content for client deliverables
- Perform other duties and support additional projects as needed
What we’re looking for
- Bachelor’s degree in finance, economics, business, or a related field
- Experience in data analysis, performance reporting, or financial reporting preferred
- Proficiency in Microsoft Excel and experience with Power BI preferred
- Strong analytical and problem-solving skills with close attention to detail
- Strong time management, prioritization, organizational, and communication skills
- Positive, collaborative, and team-oriented approach
- Highly motivated self-starter who adapts quickly to a fast-paced environment and is eager to learn new technologies and tools
- Strong written and verbal communication skills in English; all interviews will be conducted in English
At StepStone, 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, 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.
Candidates must be at least 18 years old to apply.
