Private Equity Investment Associate

2 weeks ago


San Diego, California, United States StepStone Group Full time
Position Overview

StepStone Group is a leading Global Private Markets firm dedicated to delivering tailored investment and advisory services to sophisticated investors worldwide. With a robust capital allocation exceeding $675 billion, including over $150 billion in assets under management, we excel in diverse private market strategies and provide innovative solutions to meet the investment goals of our clients.

Role Summary:

The Private Equity Associate will play a pivotal role across various sectors of the private equity landscape, engaging in both manager and fund evaluations for our advisory services, as well as conducting due diligence for our asset management divisions, including co-investments and secondary market practices.

Key Responsibilities:

  • Collaborate with the Research team to identify and conduct thorough due diligence on selected private equity fund managers.
  • Analyze Private Placement Memorandums (PPMs), financial statements, and investment performance metrics.
  • Evaluate financial analyses provided by target fund managers, including investment track records, and perform valuation assessments on private entities using diverse metrics.
  • Review marketing materials and supporting documentation from prospective fund managers to pinpoint critical value drivers and areas requiring further scrutiny.
  • Conduct reference checks and personal interviews as part of the manager evaluation process.
  • Present findings and recommendations to the investment team and the Firm's Investment Committee.
  • Monitor the performance of existing fund managers and their underlying portfolio companies, preparing for and participating in regular meetings and ongoing due diligence efforts.

Co-Investment and Secondary Market Responsibilities:

  • Source, screen, and perform due diligence on private equity secondary and direct co-investment opportunities.
  • Engage with fund managers and portfolio company management teams to conduct comprehensive portfolio and asset-level assessments.
  • Execute quantitative and qualitative research, along with financial modeling and analysis across various investment stages, industries, and geographical locations.
  • Collaborate with external parties, including fund managers and investment bankers, as well as internal teams, to conduct due diligence and identify new investment opportunities.
  • Prepare and present due diligence documentation and investment committee reports.
  • Formulate and articulate opinions on diverse investment opportunities, effectively communicating findings both verbally and in writing, while defending positions in team discussions, including investment committee meetings.
  • Assist in the negotiation and coordination of deal closure and structuring processes, along with post-investment monitoring.

Qualifications:

  • Strong academic credentials, including university degree and GPA.
  • 2-4 years of experience in investment banking, consulting, or private equity.

Essential Skills and Attributes:

  • Exceptional quantitative abilities, including financial modeling and analytical skills for evaluating investment opportunities.
  • Ability to manage multiple tasks with a keen attention to detail.
  • Strong understanding of risk/reward dynamics and sound investment judgment.
  • Self-motivated with a creative approach to problem-solving and research.
  • Effective communication skills, both written and verbal.
  • Fluency in English, both written and spoken.

Additional Attributes:

  • Adaptability—StepStone is a dynamic and entrepreneurial organization, requiring professionals to undertake various functions as the firm evolves.
  • Exhibit a positive, team-oriented attitude with a willingness to engage in diverse projects.

Compensation: Salary range is $100,000 - $110,000, with actual pay dependent on job-related factors such as location, education, skills, and experience. This range does not encompass benefits or other potential compensation forms.

About StepStone Group:

With a presence in 26 offices across 15 countries, StepStone offers a truly global perspective. Our people are our greatest asset, and we provide resources to help our employees achieve their full potential. Our core principles of integrity, transparency, respect, and creativity define our business practices.

Commitment to Diversity:

At StepStone, we embrace diversity, equity, and inclusion as fundamental aspects of our culture. We are an Equal Opportunity Employer, dedicated to fostering an inclusive environment that empowers all employees to be heard, regardless of their title or tenure.

Employee Development:

We prioritize the growth and development of our employees, ensuring they have the tools and support necessary to thrive in their careers.



  • San Diego, California, United States StepStone Group Full time

    Position OverviewStepStone Group is a dynamic and expanding Global Private Markets firm, offering tailored investment and advisory services to some of the most discerning investors worldwide. With a robust capital allocation of $675 billion, including over $150 billion in assets under management, we are extensively diversified across the private markets...


  • San Diego, California, United States StepStone Group Full time

    Job OverviewStepStone is a dynamic Global Private Markets firm that delivers tailored investment and advisory solutions to some of the most discerning investors worldwide. With a total capital allocation of $675 billion, including over $150 billion in assets under management, we maintain a diverse portfolio across the private markets globally, offering...


  • San Francisco, California, United States Private Investigator Dover Full time

    Job Title: Private Equity AssociateAbout the Role:We are seeking a highly skilled and experienced Private Equity Associate to join our team at Private Investigator Dover. As a Private Equity Associate, you will play a key role in advising our clients on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other...


  • San Francisco, California, United States Blacklock Financial Full time

    Blacklock Financial is collaborating with a prominent Private Equity firm specializing in consumer investments, seeking to enhance their team with an Associate.Key Responsibilities:Perform thorough market and company analysis to pinpoint potential investment opportunities.Assess investment prospects through meticulous financial modeling, including Discounted...


  • San Diego, California, United States StepStone Group Full time

    Job DescriptionStepStone Group is a rapidly growing Global Private Markets firm that provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and...

  • Investment Director

    4 days ago


    San Francisco, California, United States Cambridge Associates Full time

    About Cambridge AssociatesWe are a leading global investment firm that helps our clients achieve their investment objectives. Our team of experts works closely with our clients to understand their needs and develop tailored investment strategies that meet their goals.Job SummaryWe are seeking an experienced Investment Director to join our Private Investments...


  • San Francisco, California, United States GIC Private Limited Full time

    Exciting Opportunity at GIC:GIC is a prominent sovereign wealth fund with a global presence and a diverse team of over 2,000 professionals. Our investments span across various countries and industries, offering a unique opportunity to work alongside industry leaders. As a leading long-term investor, GIC plays a pivotal role in shaping Singapore's financial...


  • San Diego, California, United States Carmel Capital Partners Full time

    Carmel Capital Partners is a premier investment management firm located in San Diego, specializing in the allocation of capital across public equities, private equity, and real estate sectors. Currently managing assets totaling $430MM, the firm is looking to enhance its team with a dedicated investment professional. We are in search of an individual to...


  • San Francisco, California, United States Peek Law Group Full time

    About the RoleWe are seeking a highly skilled Private Equity Investment Analyst to join our team at Peek Law Group. As a Private Equity Investment Analyst, you will play a critical role in supporting our investment decisions and driving business growth.Key ResponsibilitiesStrategic Decision Making: Provide rigorous data analysis to inform strategic decisions...


  • San Francisco, California, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Private Equity Investment Director to join our team at Fidelity TalentSource LLC. As a key member of our investment team, you will be responsible for recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital Fund I.Key...


  • San Mateo, California, United States The Kostelic Agency Full time

    Job OverviewPosition: Private Equity Business Development AnalystLocation: San Mateo, CA (On-site)Compensation: Competitive base salary complemented by performance-driven bonuses and commissions. (OTE $130K-$200K +)The Kostelic Agency, in collaboration with a prominent private equity firm, is pleased to present an opportunity for a Private Equity Business...


  • San Diego, California, United States Vets Hired Full time

    Position Overview: As an Associate Manager in Private Equity Operations, you will play a crucial role in overseeing the accounting and administrative functions related to hedge funds and private equity investments. Key Responsibilities: Your expertise in finance will be essential for accurately pricing and maintaining up-to-date records for various fund...

  • Investment Associate

    2 weeks ago


    San Francisco, California, United States Krah USA LLC Full time

    Company Overview:Krah USA LLC is a prominent player in the alternative asset management sector, dedicated to fostering economic growth and delivering substantial value to our stakeholders. Our extensive portfolio encompasses a variety of investment vehicles, focusing on private equity, real estate, public debt and equity, infrastructure, and more.Business...


  • San Francisco, California, United States Krah USA LLC Full time

    Company Overview:Krah USA LLC is a prominent player in the alternative asset management sector, dedicated to generating positive economic outcomes and sustainable value for our stakeholders, including investors, partner companies, and the communities we serve. Our extensive portfolio encompasses a variety of investment vehicles, focusing on private equity,...

  • Investment Associate

    2 weeks ago


    San Francisco, California, United States Krah USA LLC Full time

    Company Overview:Krah USA LLC is a prominent player in the alternative asset management sector, dedicated to generating significant economic benefits and enduring value for our stakeholders, including investors, partner companies, and the communities we serve. Our extensive portfolio encompasses a variety of investment vehicles, with a focus on private...


  • San Francisco, California, United States Krah USA LLC Full time

    Company Overview:Krah USA LLC is a prominent player in the alternative asset management sector, dedicated to generating positive economic outcomes and sustainable value for our stakeholders, including investors, partner companies, and the communities we engage with. Our extensive portfolio encompasses a diverse range of investment vehicles, including private...


  • San Francisco, California, United States Jameson Legal Full time

    Position Overview: This role is designed for a junior to mid-level associate attorney specializing in M&A and Private Equity within a prestigious Corporate and M&A team.Key Responsibilities: You will collaborate with esteemed professionals who provide exceptional counsel to clients, boards, and special committees on a diverse array of issues,...


  • San Francisco, California, United States Krah USA LLC Full time

    Company Overview:Krah USA LLC is a prominent player in the alternative asset management sector, dedicated to fostering economic growth and generating long-term value for our stakeholders. Our approach leverages exceptional talent and adaptable capital to assist businesses in overcoming challenges. We manage a diverse portfolio of assets, encompassing various...


  • San Diego, California, United States Voy Ventures Full time

    Voy Ventures is collaborating with a distinguished private markets investment firm to establish a newly formed Investment Operations / Middle-Office Team.**This role is entirely remote with occasional travel requirements**This team will facilitate the firm's investment activities by consolidating and analyzing data, enhancing transactional processes,...


  • San Francisco, California, United States Jameson Legal Full time

    Position Overview: This role is designed for a junior- to mid-level associate attorney specializing in M&A and Private Equity within a prominent Silicon Valley law firm. The successful candidate will become part of an esteemed Corporate and M&A team, recognized for their exceptional advisory capabilities across various complex scenarios.Key Responsibilities:...