Business Development Analyst

LP Analyst • Dallas, TX

88d

About The Position

The Business Development Analyst is focused on supporting LP Analyst’s business strategy, client solutions and relationship development. The position offers an opportunity to gain broad exposure to a range of private asset classes (e.g., private equity, venture capital, real estate) as well as an understanding of the various market participants, including leading institutional investors, fund managers, intermediaries and service providers.

Requirements

• Bachelor’s degree in business administration, finance, accounting, or a related field (GPA of 3.3+)
• 0-3 years of business-related experience (e.g., investments, valuation, consulting, back office, research, banking)
• Strong understanding of financial markets and the investment process
• Strong Excel skills, including advanced formulas and functions (VBA / macros considered a plus)
• Strong PowerPoint proficiency and experience working on ‘client-ready’ deliverables
• High attention to detail and overall technical aptitude with systems for analysis, reporting, storage and measurement of large data sets
• Strong time management skills with the ability to handle multiple projects concurrently
• Ability to work as part of a growing team to constantly implement and improve processes and technologies
• High self-motivation with ability to learn quickly, meet deadlines and seek additional leadership roles
• Excellent written / verbal communication and interpersonal skills
• Positive attitude, energy and overall enthusiasm for private assets and financial analytics

Responsibilities

• Work directly with senior team members to source, track and convert opportunities related to the firm’s products and services
• Organize and conduct marketing and sales campaigns helping to build and maintain new and existing relationships with potential clients
• Prepare pre-call and pre-meeting notes, ensuring all necessary materials and information is ready ahead of calls and meetings with leading institutional investors, fund managers, intermediaries and other potential stakeholders
• Prepare potential client follow-up materials, including presentations, proposals, overlap analyses, reference lists, etc., to address monitoring, diligence, valuation and other consulting needs
• Assist with trial setup, including performing overlap analysis, managing the fund selection process, configuring trial access settings, and handling initial formatting and dashboard changes
• Maintain accurate records and pipeline activity based on account interactions, opportunities, and prospective and current client contracts
• Work seamlessly with other LP Analyst teams (e.g., Onboarding, Development, Client Coverage, Fund Coverage, Operations) to ensure that all prospective client requests, feedback and inquiries are managed appropriately
• Contribute to the firm’s various marketing, branding and social media initiatives, including maintenance of social media accounts and assisting with conference preparations

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees