2026 – 2027 StepStone Portfolio Analytics and Reporting – Client Services Intern
Core
Intern supporting portfolio reporting, data validation, and analytics for private markets clients, primarily in Private Equity.
Role type
Client Services Intern
Builds
Recurring client deliverables, internal reporting materials, and data visualizations
Domain
Private Markets / Private Equity
Deliverable
dashboards & analysis
Required skills
Financial data analysis, Microsoft Excel proficiency, Data validation, Portfolio analysis, Research skills, Attention to detail
Preferred skills
PowerPoint, Data visualization tools
Responsibilities
Collect and validate financial and portfolio data for client reporting, Process quarterly reports and capital account statements, Maintain accurate information in reporting databases, Conduct research on private equity funds and market trends, Support the development of presentations and visualizations, Collaborate with team members to meet deadlines