Private Equity Investor Relations Intern

StepStone is looking for a detail-oriented individual who will work for a team that supports the Firm’s marketing initiatives and investor communications related to quarterly and annual reporting for numerous private equity funds/funds-of-funds for high net worth and institutional clients of both Citigroup and Morgan Stanley. The person should have a solid understanding of the investment markets. Primary activities of the position include:

Obtain and review numerous underlying fund financial statements

Update existing databases/models using fund financials for over 200+ private equity managers

Assist investor relations team in writing over 200+ underlying fund reviews for Venture Capital and Buyouts quarterly meetings

Assist in drafting content and analysis for quarterly underlying fund write ups and investor reports

Create charts and content for various quarterlies/annuals

Listen to underlying fund performance calls and generate call notes

Run fund performance metrics (e.g., IRRs)

Assist marketing team with Salesforce database efforts and RFP support

Provide support for various marketing related projects (e.g., updating marketing decks, writing marketing summaries, conducting market research, and template conversions)

Ad hoc projects (e.g., tracking PE related Benchmark information, updating of performance data, and assisting in tracking fund level capital call/distribution schedules)

Qualifications

Candidates for Bachelor’s degree in finance, economics or business preferred, prior intern experience required

Seniors preferred and recent undergraduate and graduate (MBA) students will also be considered

Must be able to commit to 40 hours per week for at least 12 weeks

Highly motivated individual with demonstrated initiative, independence and adaptability

Proficiency in Excel, Word, and other Microsoft office programs

Strong written and verbal communication skills (writing sample highly recommended)

Strong ability to multi-task and prioritize workflow in fast-paced, detail oriented environment

Follow up skills and acute attention to accuracy and detail are essential

Experience with Private i and Salesforce a plus

CLICK HERE TO APPLY. All submissions will be kept strictly confidential.

StepStone is looking for a detail-oriented individual who will work for a team that supports the Firm’s marketing initiatives and investor communications related to quarterly and annual reporting for numerous private equity funds/funds-of-funds for high net worth and institutional clients of both Citigroup and Morgan Stanley. The person should have a solid understanding of the investment markets. Primary activities of the position include:

Obtain and review numerous underlying fund financial statements

Update existing databases/models using fund financials for over 200+ private equity managers

Assist investor relations team in writing over 200+ underlying fund reviews for Venture Capital and Buyouts quarterly meetings

Assist in drafting content and analysis for quarterly underlying fund write ups and investor reports

Create charts and content for various quarterlies/annuals

Listen to underlying fund performance calls and generate call notes

Run fund performance metrics (e.g., IRRs)

Assist marketing team with Salesforce database efforts and RFP support

Provide support for various marketing related projects (e.g., updating marketing decks, writing marketing summaries, conducting market research, and template conversions)

Ad hoc projects (e.g., tracking PE related Benchmark information, updating of performance data, and assisting in tracking fund level capital call/distribution schedules)

Qualifications

Candidates for Bachelor’s degree in finance, economics or business preferred, prior intern experience required

Seniors preferred and recent undergraduate and graduate (MBA) students will also be considered

Must be able to commit to 40 hours per week for at least 12 weeks

Highly motivated individual with demonstrated initiative, independence and adaptability

Proficiency in Excel, Word, and other Microsoft office programs

Strong written and verbal communication skills (writing sample highly recommended)

Strong ability to multi-task and prioritize workflow in fast-paced, detail oriented environment

Follow up skills and acute attention to accuracy and detail are essential

Experience with Private i and Salesforce a plus

CLICK HERE TO APPLY. All submissions will be kept strictly confidential.