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Private Equity Investment Associate

2 months ago


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

StepStone 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 globally, delivering innovative solutions to meet diverse investment objectives.

Role Summary:

The Private Equity Associate will be involved in a wide range of activities within the private equity sector, focusing on manager and fund evaluation for StepStone's advisory services, as well as conducting due diligence for our asset management divisions, which include co-investment and secondary market practices.

Key Responsibilities:

  • Collaborate with fellow Research team members to identify and conduct thorough due diligence on selected private equity fund managers.
  • Evaluate Private Placement Memorandums (PPMs), financial statements, and investment performance metrics.
  • Analyze financial assessments provided by target fund managers, including investment histories; perform valuation assessments on private entities using various methodologies.
  • Review marketing and supporting documentation from potential 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; prepare for and engage in meetings with assigned managers, ensuring ongoing due diligence.

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 analysis.
  • Carry out quantitative and qualitative research and financial modeling on companies and assets across various stages, industries, and geographical locations.
  • Collaborate with external parties, including fund managers, company management teams, and investment bankers, as well as internally at StepStone, to conduct due diligence and identify new investment opportunities.
  • Prepare and present due diligence reports and investment committee documentation.
  • Formulate opinions on various investment prospects and effectively communicate them both verbally and in written formats, with the capability to defend your analysis in a collaborative environment, including investment committee discussions.
  • Assist in the negotiation and coordination of deal closing and structuring processes, as well as post-investment monitoring.

Qualifications:

  • Strong academic credentials (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, analytical, and valuation skills for assessing investment opportunities.
  • Ability to manage multiple tasks with a keen attention to detail.
  • Strong understanding of risk/reward dynamics and the capacity to exercise sound investment judgment.
  • Self-motivated, with a creative approach to problem-solving and research.
  • Effective communication skills, both written and verbal.
  • Fluency in English (written and spoken).

Additional Attributes:

  • Adaptability—StepStone is a youthful and entrepreneurial organization; all professionals are expected to undertake various roles as the firm evolves.
  • Exhibit a positive, team-oriented mindset, with a willingness to engage in diverse projects.

Compensation: Salary Range - $100,000 - $110,000

Note: The salary range is an estimate for this position. Actual compensation may vary based on job-related factors such as location, education, skills, and experience. This range does not encompass benefits or other potential forms of compensation available to employees.

About StepStone Group:

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

Commitment to Diversity:

At StepStone, diversity, equity, and inclusion are fundamental to our culture. We are an Equal Opportunity Employer dedicated to fostering an inclusive environment that empowers our employees and values their voices, regardless of title or tenure.

Employee Development:

We are committed to developing our employees at StepStone.

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