StepStone Group Tech Stack

Global private markets investment firm with fund advisory and portfolio management services

Financial Services New York, NY 1,001–5,000 employees Founded 2007 Public Company

StepStone Group is a public investment firm (Nasdaq: STEP) managing portfolios across private equity, infrastructure, debt, and real estate for institutional and high-net-worth clients. The tech stack is enterprise-focused (Salesforce, NetSuite, Snowflake, Power BI) with Python and R for analytics, but the active project list reveals significant internal friction: master data management, process automation, ELT workflows, and LLM-driven research are all in flight simultaneously—suggesting the organization is wrestling with data fragmentation and operational scale challenges that outpace tooling maturity.

Tech Stack 24 technologies

Core StackPython MySQL Salesforce Snowflake Power BI NetSuite Power Query Concur Teams R Excel Word PowerPoint SharePoint Microsoft Office SQL Git LinkedIn VBA Outlook Excel Power Pivot PDF DAX

What StepStone Group Is Building

◆Challenges

Process standardization and automation
Process efficiencies
Improving efficiency of fund accounting processes
Erp optimization
Unified master data management process
Data hygiene maintenance
Maintaining data integrity
Streamlining questionnaire responses
Sourcing investment opportunities
Capturing client data digitally

▲Active Projects

Due diligence on co-investment opportunities
Integration of master data processes with elt workflows
Workflow automation enhancements
Llm applications for investment research
Sector-focused research on private equity in asia
Due diligence on private companies and funds
Risk management system development
Internal ai initiatives to pre-populate questionnaire responses
Mdm initiatives for master data entities
Private wealth central database maintenance

Hiring Activity

Accelerating85 roles · 40 in 30d

Department

Finance

Data

Sales

Legal

Research

Ops

Marketing

Product

Seniority

Intern

Junior

Mid

Senior

Director

Manager

Principal

Notable leadership hires: LP Transfers Lead

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About StepStone Group

StepStone Group serves institutional investors (pension funds, sovereign wealth funds, insurance companies) alongside endowments, family offices, and high-net-worth individuals, providing customized investment solutions, portfolio monitoring, and advisory services across private markets. Founded in 2007 and headquartered in New York, the firm operates globally with hiring activity across nine countries. The 1,001–5,000 employee base is finance-heavy (31 open roles in finance), with growing data (15 roles) and research (5 roles) functions. Current hiring velocity is accelerating, with 40 roles posted in the last 30 days and a seniority mix skewed toward internships and junior positions.

HeadquartersNew York, NY

Company Size1,001–5,000 employees

Founded2007

Hiring MarketsIreland, United Kingdom, United States, Switzerland, China, Australia, Peru, Italy

Frequently Asked Questions

What tech stack does StepStone Group use?

Primary tools: Salesforce (CRM), NetSuite (ERP), Snowflake (data warehouse), Power BI (BI), Python and R (analytics), with Microsoft Office suite, SharePoint, and Teams for productivity. SQL and Git for data engineering.

What is StepStone Group working on?

Active projects include master data management, ELT workflow integration, process automation, LLM applications for investment research, due diligence on co-investments, and risk management system development. Internal AI initiatives target questionnaire automation.