Private Equity Analyst

StepStone Group

Posted 21 days ago

Full Time

New York, New York

In Person

Smart Summary

The analyst will work in a team to source, screen, and conduct due diligence on private equity funds, co-investments, and secondaries, performing quantitative and qualitative research and financial modeling across various assets and geographies. Key tasks include interacting with management teams, analyzing investment documents, conducting reference calls, preparing investment committee memos, and monitoring existing investments.

Seeking a Private Equity Analyst with 1 year of experience in investment banking, consulting, and/or private equity. The role involves fund diligence, financial modeling, and interaction with fund managers. Strong quantitative, analytical, and communication skills are essential.

Must Have Skills for ATS

Quantitative Skills

Financial Modeling

Analytical Skills

Valuation Skills

Risk/Reward Trade-offs

Investment Judgement

Self-starter

Creative Thinking

Research

Communication

Presentation Skills

Multi-tasking

Attention To Detail

Team-oriented

Microsoft Word

PowerPoint

Job Description

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.

POSITION OVERVIEW:   
             
The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone’s advisory practice, as well as diligence responsibilities for StepStone’s asset management business lines (i.e., co-investment and secondaries practices). 

ESSENTIAL JOB FUNCTIONS:

  • Work in a team environment with other investment team members to source, screen, and conduct due diligence on select private equity fund managers, co-investments, and secondaries
  • Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies
  • Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis
  • Analyze PPMs, financial statements, and investment returns
  • Conduct reference calls as a part of manager and asset due diligence
  • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors
  • Prepare due diligence materials and Investment Committee memos
  • Present recommendations to the investment team and the Firm’s Investment Committee
  • Monitor the performance of the Firm’s existing investments

EDUCATION AND/OR WORK EXPERIENCE REQUIREMENTS:

  • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
  • 1 year of investment banking, consulting, and/or private equity experience   
  • GPA of 3.5 or higher

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: 

  • Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities
  • Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement
  • Self-starter, with strong ability to think creatively and conduct research to find solutions
  • Ability to communicate and present ideas effectively, both verbally and in writing
  • Capable of multi-tasking with strong attention to detail
  • Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects
  • High proficiency in Microsoft Word, Power Point and Excel
  • Fluent (written and spoken) English

Salary Range: $105,000 - $112,500

The salary range 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 range does not include any benefits or other forms of possible compensation that may be available to employees.

#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

StepStone Group

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds, and insurance companies, as well as prominent endowments, foundations, family offices, and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private market portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt, and real estate asset classes.

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