Talent.com
Junior Analyst - Portfolio Management
Junior Analyst - Portfolio ManagementStepStone Group • La Jolla, CA, US
Junior Analyst - Portfolio Management

Junior Analyst - Portfolio Management

StepStone Group • La Jolla, CA, US
14 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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.

Position Overview :

The Junior Analyst will be a member of the Research Data Processing and Governance Team within StepStone's Portfolio Management department. The person will assist with data processing, model creation, and generation of analysis used for investment research. The candidate should have a foundational understanding of financial markets, strong Excel skills, and an interest in learning about private market investment concepts.

Essential Job Functions :

  • Support the Research team with the due diligence of new private markets funds by constructing track record models, which are used to analyze the historical performance of private markets fund managers
  • Classify and store characteristics of investment managers into StepStone's proprietary database
  • Transform and maintain integrity of data in StepStone's database from a variety of sources
  • Develop a general understanding of concepts and terminology within private market investments

Education and / or Work Experience Requirements :

  • Bachelor's degree in Finance, Economics, Accounting, Business Information Systems, or a related field
  • Demonstrated track record of academic success
  • Preference for individuals with relevant internships or work experience
  • Other Knowledge, Skills and Abilities :

  • Advanced proficiency in Excel is required
  • Knowledge of investments and / or private markets
  • Extremely strong attention to detail to maintain data integrity
  • Willingness to ask questions
  • Strong written and verbal communication skills
  • Salary : $27.50 / hour

    #LI-Hybrid

    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.

    Developing People at StepStone

    Create a job alert for this search

    Portfolio Analyst • La Jolla, CA, US

    Related jobs
    SBA Loan Portfolio Manager

    SBA Loan Portfolio Manager

    Management Recruiters International • San Diego, CA, United States
    Full-time
    Immediate opening with an SBA Loan Portfolio Manager with a very successful, growing regional financial institution.Remote option available for the right candidate. Manage a portfolio of SBA, USDA, ...Show more
    Last updated: 2 days ago • Promoted
    Program Finance Analyst

    Program Finance Analyst

    General Atomics • San Diego, CA, United States
    Full-time
    General Atomics (GA), and its affiliated companies, is one of the world's leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely piloted aircraft,...Show more
    Last updated: 2 days ago • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Poway, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Financial Analyst I

    Financial Analyst I

    Solvere Technical Group • San Diego, CA, United States
    Full-time
    Solvere Technical Group is seeking a detail-oriented Financial Analyst I to join our team.Recent experience (within the last 5 years) in the use of various supply and financial systems such as N-ER...Show more
    Last updated: 30+ days ago • Promoted
    FINANCIAL MANAGEMENT ANALYST

    FINANCIAL MANAGEMENT ANALYST

    Commander, Navy Installations • San Diego, CA, United States
    Full-time
    Summary You will serve as a FINANCIAL MANAGEMENT ANALYST in the RESOURCE MANAGEMENT OFFICE, N8 of COMNAVREGSW SDIEGO.Responsibilities You will interpret budgetary policies and practices and provide...Show more
    Last updated: 3 days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Encinitas, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Sr. Portfolio Manager

    Sr. Portfolio Manager

    Jobot • San Diego, CA, US
    Permanent
    Join A Leading Commercial Real Estate Company!.This Jobot Job is hosted by : Jeffrey Skarvan.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $120,...Show more
    Last updated: 30+ days ago • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data Annotation • San Marcos, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Poway, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Remote Equity Research Analyst – AI Trainer ($50-$60 / hour)

    Remote Equity Research Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Santee, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Portfolio Manager - WuXi Biology

    Portfolio Manager - WuXi Biology

    WuXi AppTec • San Diego, CA, United States
    Full-time
    The Portfolio Manager plays a pivotal role in managing key accounts, fostering client relationships, and coordinating program workflows to drive the growth and expansion of our comprehensive drug d...Show more
    Last updated: 30+ days ago • Promoted
    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Carlsbad, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • San Marcos, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Raintree Property Management • Carlsbad, CA, US
    Full-time
    Are you a licensed Realtor in North County San Diego who’s tired of the income rollercoaster? We’ve built a model that helps Realtors earn. Build relationships with local property owners...Show more
    Last updated: 21 days ago • Promoted
    Associate- Portfolio Management

    Associate- Portfolio Management

    StepStone Group • La Jolla, CA, US
    Full-time
    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 p...Show more
    Last updated: 30+ days ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Carlsbad, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 15 days ago • Promoted
    CRE Portfolio Manager II - Affordable Housing

    CRE Portfolio Manager II - Affordable Housing

    Banner Bank • Carlsbad, CA, United States
    Permanent
    More than 135 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were...Show more
    Last updated: 30+ days ago • Promoted
    GSOC Analyst

    GSOC Analyst

    Viasat • Carlsbad, CA, United States
    Full-time
    At Viasat, we're on a mission to deliver connections with the capacity to change the world.For more than 35 years, Viasat has helped shape how consumers, businesses, governments and militaries arou...Show more
    Last updated: 30+ days ago • Promoted