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.  

What you’ll do 

Summer Analysts will work directly with the Corporate Finance and Accounting team, assisting with StepStone Private Wealth’s monthly and quarterly reporting, reforecasting, and recurring financial activities. Summer Analysts will also support ongoing strategic projects by preparing financial analysis and presentations, driving efficiency and gaining exposure to the critical decision-making process. 

Key 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  

What we’re looking for 

• 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  
• Work with other interns to deliver a presentation at the end of the internship to the local StepStone team  

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 wealth.   

Click here to learn more about the intern experience.

#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.

Candidates must be at least 18 years old to apply.

Developing People at StepStone