Data-Driven Portfolio Management Analyst – Private Markets

StepStone Group
San Diego, US
On-siteCareer-pivot friendly

Why this role

Pace
Steady
Collaboration
Medium
Autonomy
Medium
Decision Impact
Team
Role Level
Individual Contributor
Career Pivot Friendly
Welcomes transferable skills

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • accurate portfolio valuations
  • risk management
Typical background
financeinvestment

Transferable backgrounds

  • Coming from investment analysis
  • Coming from financial planning

Skills & requirements

Required

PythonExcelFinancial ModelingRisk-return EvaluationDaily Valuation Engine

Preferred

Complex Model Building

Stack & domain

PythonExcel

About the role

Original posting from StepStone Group

A global investment firm is seeking a Portfolio Management Analyst in San Diego. The role involves supporting the Daily Valuation Engine, building complex models and conducting risk-return evaluations across portfolios. Candidates should have a strong background in Python and Excel, with experience in financial environments. A Bachelor's or higher degree in a related field is essential. The position offers a salary range of $100,000 - $110,000 and a flexible, collaborative work environment.

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Source: StepStone Group careers

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