2025 Portfolio Management & Investment Research Internship
La Jolla, CA
Internship
Hybrid
$25/hr - $25/hr
Intern
StepStone Group is a global private markets specialist providing tailored investment solutions and advisory services. The internship role focuses on supporting the Portfolio Management team through data analysis, financial modeling, and investment research, allowing interns to gain hands-on experience in private markets.
Responsibilities
Work with private markets data, collecting and reconciling information from internal sources (MySQL, PDF’s and Excel files)
Develop and test financial models to support investment decision-making (Python, R, VBA).
Conduct data-driven analyses to identify trends in private markets.
Support portfolio management efforts through ad hoc analysis and research projects.
Communicate insights and findings to internal teams and produce written documentation of data, models, and code.
Qualification
Required
Pursuing a Bachelor’s or Master’s degree in Finance, Economics, Business Analytics, or a related field.
Solid understanding of Python, R, or VBA for data analysis.
Strong attention to detail and ability to critically check work while maintaining a humble, learning-focused approach.
Team-oriented mindset—able to take feedback constructively, collaborate effectively, and contribute to shared goals.
Proficiency in Excel.
No task is too small—willingness to roll up sleeves and take initiative in a fast-paced environment.
Preferred
Previous internship or work experience in finance, consulting, or data analysis is strongly preferred.
Familiarity with financial markets, investment concepts, and private markets is a plus.
Experience with SQL, Power BI, or data visualization tools is a plus.
Comprehensive healthcare
Strong retirement plan
A mental health well-being program
Paid time off
Student loan repayment program for our US office locations
Several wellness initiatives
StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments.
