Job Description
About the position
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
Founded in 2019, StepStone Private Wealth is designed to expand access to the private markets for high-net-worth investors. StepStone Private Wealth is focused on creating innovative solutions for investors by emphasizing convenience, efficiency and transparency. StepStone Private Wealth is responsible for the overall management of over $10 billion in worldwide across seven funds and has key responsibilities including structuring, governance, distribution, reporting and oversight.
About the role
Summer Analysts based in Charlotte, NC will be responsible for supporting the activities of StepStone Private Wealth’s Corporate Finance and Accounting team, getting exposure to all aspects of financial services. Education is also a significant component of the program, as Summer Interns will gain insight into the broader private market ecosystem through research projects, hands-on learning and day-to-day responsibilities of a full-time associate.
- Responsibilities
- Assist in preparing monthly financial statements & prepare analysis for management
- Update company financial planning & analysis financial model(s) for monthly, quarterly, and annual forecasting
- Develop and maintain process documentation for financial procedures
- Work with cross-functional teams closely to maintain A/P and A/R functions
- Assist with SEC regulatory filings and management reports
- Participate in monthly budget reviews and variance analysis
- Create internal and external-facing presentations to convey financial insights effectively
- Maintain proprietary competitive market research in the private equity and private wealth landscape
- Perform other ad hoc projects that reflect the broader needs of the company
- Participate in corporate mentorship programs and on-site company events
- Work with other interns to deliver a presentation at the end of the internship to the local StepStone team
- Requirements
- 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
- Team player and strong work ethic
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