Business Analyst & Project Manager

LP Analyst-posted 3 months ago

Full-time • Entry Level

Dallas, TX

11-50 employees

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LP Analyst is seeking a highly motivated and detail-oriented Business Analyst & Project Manager (BA/PM) to join our growing team. This hybrid role plays a critical function in connecting business priorities with technical execution, driving the successful delivery of both operational improvements and strategic product initiatives. As we expand our platform’s capabilities and scale our internal operations, this role will bring greater focus and coordination to project execution. You will lead efforts to define business needs, manage cross-team collaboration, streamline workflows, and ensure projects stay aligned with strategic goals. This is a unique opportunity to shape innovative tools in the private asset analytics space.

Oversee the functional requirements and backlog for our SQL–backed internal application, which processes large volumes of financial data
Use basic SQL queries, Excel, and Power BI to validate requirements, perform data checks, and support testing
Collaborate with business and technical stakeholders to gather, document, and validate detailed business and functional requirements
Act as a problem solver by breaking down ambiguous business challenges into actionable tasks
Drive clarity and accountability through documentation, process mapping, and project tracking tools (e.g., Azure DevOps, Asana)
Contribute to process improvement initiatives and support strategic planning efforts
Coordinate internal teams to manage timelines, priorities, and resources across multiple concurrent projects
Facilitate planning, progress tracking, and status updates to ensure milestones are met and risks are mitigated
Establish and evolve Agile best practices and SDLC methodologies to support scalable and efficient project delivery
Collaborate with product owners and leadership to prioritize backlogs and ensure alignment with business strategy
Provide ongoing status reporting to stakeholders, highlighting progress, blockers, and resource needs
Support change management activities including stakeholder communication and training rollout

Bachelor’s degree in Business Administration, Information Systems, or a related discipline
2-5 years of experience in business analysis, project management, or a similar role in a technology-driven organization
Experience in financial services, data-driven organizations, or analytics platforms is strongly preferred
Strong analytical and problem-solving abilities, with experience in process mapping and root cause analysis
Excellent communication and stakeholder management skills, with the ability to translate technical concepts for non-technical audiences
Highly organized with attention to detail and the ability to manage multiple priorities in a fast-paced environment
Basic SQL proficiency required (able to write simple queries (SELECT, WHERE, JOIN, GROUP BY) to validate data and support testing
Proficiency with Excel and familiarity with Power BI for data validation and reporting
Experience with project management and collaboration tools (e.g., Azure DevOps, Asana)
Strong understanding of SDLC methodologies, including Agile, Kanban, Waterfall
Experience leading Agile or hybrid projects; certification such as Scrum Master (CSM) is a plus

Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
Early opportunities for advancement for top-performing analysts
Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
High-impact role providing transparency to the world’s leading institutional investors
Collaborative, high-performing team culture with smart, supportive colleagues
Company-sponsored 401(k) plan, healthcare, and dental insurance
Competitive compensation and fully paid parental leave
Generous paid time off that increases with tenure, plus an annual volunteer day
Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks

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