StepStone Group · 9 hours ago
Associate / Senior Associate - Real Estate Advisory
New York, United States
Full-time
Onsite
Mid, Senior Level
$112K/yr - $128K/yr
4+ years expStepStone Group is a global private markets specialist delivering tailored investment solutions and advisory services. The Associate / Senior Associate of StepStone Real Estate will play a critical role in servicing client relationships through the underwriting of new investment opportunities and general coverage of the real estate private equity market.
BankingFinancial ServicesFinTechReal Estate InvestmentVenture Capital
Responsibilities
Write and compile client-ready fund investment evaluations, including Fund Summaries and Investment Committee memos in a team setting, leveraging an array of resources and standard processes
Perform critical analysis, construct an argument around an opinion and efficiently communicate that argument both verbally and in written materials; be able to defend position in a team environment, including Investment Committee meetings
Assess marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation, also reviewing and relating the opportunity to SRE House Views on market conditions
Conduct interviews with senior executives to gather insights and information regarding the style and effectiveness of target fund managers
Interpret financial analyses prepared by target fund managers, including investment track records; prepare valuation analyses on private real estate using a variety of metrics
Frequent client contact including periodic portfolio reviews and strategic planning
Preparation and coordination of market and portfolio updates for clients and other ad hoc materials as necessary
Source co-investments, secondaries and other tactical investment opportunities
Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The candidate is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job, and the role includes ensuring fund materials, notes and other relevant materials are regularly input to SPI
Qualification
Required
BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience
4 to 6 years of experience in a manager and/or investment underwriting role in real estate
Developed investment judgment with demonstrable understanding of risk/reward
Exceptional business writing skills, ideally with experience preparing investment committee memos
Client communication skills and experience
Financial modeling skills (pacing models, track record analysis, portfolio construction, etc) and willingness to master proprietary technology and assist in collection and use of a growing performance database
Detail-oriented
Commitment to learning
Ability to thrive in a deadline-oriented environment, emphasizing timely and accurate client deliverables
Willingness to work a flexible schedule
Willingness to travel
High level of confidentiality
Minimum Required 3 days a week in office presence
Preferred
Possess an accreditation like a CFA, MBA, CPA, or CAIA
Company
StepStone Group
StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments.
1001-5000 employees
H1B Sponsorship
StepStone Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (10)
2023 (9)
2022 (4)
2021 (6)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
$205M2024-09-09Post Ipo Secondary· $205M
2020-09-16IPO
Leadership Team
Scott Hart
Chief Executive Officer
Andy Jones
Senior Managing Director
Recent News
Financial Sector Technology
2025-12-18
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