LP Analyst · 1 month ago
Private Equity Client Service Senior Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
2+ years expLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm. They are seeking a highly motivated Senior Analyst to lead relationships with institutional investor clients, oversee portfolio monitoring and reporting deliverables, and manage junior team members.
AnalyticsFinancial Services
Responsibilities
Lead relationships with institutional investor clients, acting as a trusted partner in delivering private asset monitoring and analytics solutions
Manage the timely and accurate delivery of customized reporting and dashboard analytics for assigned clients
Oversee the design, production, and refinement of client-specific reporting outputs across a variety of private market strategies
Analyze investment portfolios across private equity, venture capital, real estate, infrastructure, real assets, and private credit strategies
Mentor and manage a team of 3–5 analysts, providing guidance, oversight, and development opportunities
Collaborate with internal teams to ensure smooth execution of client deliverables
Support leadership of the Client Services team by helping to shape processes, training, and team coordination
Contribute to firmwide initiatives related to process improvement, technology enhancements, and service innovation
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field (other majors considered with relevant experience)
2–4 years of experience in financial services, preferably in asset management, private markets, or investment operations
Advanced Excel skills, including experience with complex formulas and template/model development
Exceptional attention to detail, particularly when managing and analyzing large or complex datasets
Strong critical thinking and problem-solving skills, especially in open-ended or client-specific situations
Excellent organizational and time management skills, with the ability to lead projects across multiple clients and priorities
Proven ability to contribute to and improve internal workflows, systems, and documentation
High self-motivation and initiative, with the ability to lead projects and mentor others
Strong written and verbal communication skills, with comfort presenting to both clients and internal stakeholders
Positive attitude and enthusiasm for learning and working in the private asset and institutional investment landscape
Preferred
Familiarity with Power BI or other data visualization tools a plus
Benefits
Company-sponsored 401(k) plan
Healthcare
Dental insurance
Competitive compensation
Fully paid parental leave
Generous paid time off that increases with tenure
Annual volunteer day
Casual dress code
Frequent team events
Downtown Dallas office with paid parking
Free snacks
Other perks
Company
LP Analyst
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Farrell
Co-Founder, Portfolio Managed Data and Technology
Katita Palamar
Co-Founder, Private Asset Portfolio Management Data and Technology
Company data provided by crunchbase