
Junior Analyst - Client Services
- Beijing
- Permanent
- Full-time
- For college students or graduates looking to gain exposure to the private markets industry, develop skills for investment analysis, and work towards potential full-time career opportunities with StepStone.
- Junior Analysts will have the opportunity to develop an understanding of financial markets by working closely with the performance analysis team and assisting in investment monitoring and reporting efforts.
- Opportunity to work with and contribute to the StepStone's Portfolio Analytics and Reporting team supporting client service.
- Full-time (40 hours per week) opportunity for a 16-week period with the possibility to extend or transition to a permanent role.
- Monitor quarter-over-quarter fund performance by tracking underlying portfolio investments
- Process cash flow notices and track cash movement between funds and our clients
- Reconcile quarterly capital account information
- Correspondence with internal and external parties
- Assist the team on specific monthly, quarterly, annual, or ad hoc projects and client-related requests
- Monitor and report of the investment activity and performance of leading private equity firms
- Manage data requests and reporting deadlines for assigned clients
- Review operating metrics of portfolio investments reported by fund managers
- Relevant coursework or work experience
- Strong analytical skills
- Strong written and verbal communication skills in English; please note that all interviews will be conducted in English
- Promote and demonstrate a positive, team-oriented attitude
- Dynamic, hard-working and a self-starter
- Significant experience with Microsoft Excel
- Basic knowledge of accounting and working knowledge of the financial services industry
- Interest in Global Financial Markets and Private Markets
- Strong attention to detail