2027 StepStone Investor Services Summer Analyst

StepStone Group; San Diego (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

StepStone Group is seeking a motivated Summer Analyst for the Investor Services team in San Diego. You will manage investor portal data, inbox activity, postings, and transfers while supporting AML/KYC onboarding and fund launches.

The role emphasizes data mining, attention to detail, problem-solving, and follow-through. Strong MS Office skills and a track record of academic success are essential for this internship.

Qualifications

• Must be an undergraduate student graduating between Dec 2027 and Jun 2028.
• GPA 3.2 or above.
• Strong written and verbal communication skills.
• High proficiency in MS Word, PowerPoint and Excel.
• Strong analytical and quantitative/modeling capabilities.

Responsibilities

• Manage data in the investor portal, inbox, postings, and transfers.
• Prepare investor portal postings and client communications.
• Update document processes and record keeping.
• Coordinate with other StepStone departments on posts and approvals.
• Respond to client inquiries by email or phone as guided by the team.
• Identify automation opportunities across systems.

Skills

MS Word

PowerPoint

Excel

Analytical skills

Education

Undergraduate student (graduating Dec 2027–Jun 2028)

Tools

CRM portal

Job description

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the worlds 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

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.

What you'll do

The Summer Analyst will be responsible for managing data in the investor portal - including the investor service inbox, processing of time sensitive documents, data maintenance and transfers. The position serves as a trusted resource for information and assistance, strong data mining, detail orientation, problem-solving and follow-through are required.

Key Responsibilities

• Prepare investor portal postings and creating client communications
• Update and manage document processes and policies to ensure proper record keeping
• Communicate with other StepStone departments regarding upcoming posts and approvals
• Responding by e-mail 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
• Strong data integrity and detail orientation on requests, being privy to sensitive client data
• Risk oriented mindset when facilitating requests

What we're looking for

• 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, Power Point 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 and strong work ethic

Application deadline: September 18, 2026

Why join us?

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.

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.

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.

Developing People at StepStone