2027 StepStone Investor Services Summer Analyst

The Investor Services team is a global client-facing team responsible for delivering timely and accurate support to investors across the front-to-back lifecycle. The core responsibilities include inbox management, document posting via CRM portal, and transfers. The team serves as the central point of contact between our investors and internal stakeholders, maintaining a strong client experience.

About The Role

StepStone 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.

Responsibilities

• Prepare investor portal postings and create client communications
• Update and manage document processes and policies to ensure proper record keeping
• Communicate with other StepStone departments regarding upcoming posts and approvals
• Respond by email 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
• Ensure strong data integrity and detail orientation on requests, being privy to sensitive client data
• Maintain a risk-oriented mindset when facilitating requests

Requirements

• Undergraduate student graduating anywhere from December 2027 through June 2028
• 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, PowerPoint, 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 with a strong work ethic

Benefits

At StepStone, 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.

Pay

Salary: $30/hour. The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.