Private Equity Client Relationship Manager

LP Analyst • Dallas, TX

1d

About The Position

The Private Equity Client Relationship Manager serves as the primary relationship owner for institutional investors. This is not a sales role and not an operations role. It is a strategic, client-facing role focused on delivering accurate reporting, proactive communication, and operational excellence to sophisticated investors.
This position sits at the intersection of finance, analytics, and relationship leadership. The Client Relationship Manager ensures clients receive timely, high-quality portfolio insights while driving internal coordination, problem resolution, and continuous process improvement.
This role offers direct exposure to leading institutional investors, broad visibility across private markets asset classes, and the opportunity to build long-term capabilities in executive communication, critical thinking, and strategic relationship management.
This is a full-time professional role requiring initiative, accountability, strong organization, and the ability to operate independently while collaborating across teams.

Requirements

• Bachelor’s degree in Finance, Accounting, Mathematics or related field
• 3–8 years of experience investment management, investment operations / technology, investor relations, or other financial services roles
• Advanced proficiency in Microsoft Excel
• Experience communicating directly with clients or senior financial stakeholders

Nice To Haves

• Experience working with institutional investors (LPs) and fund managers (GPs)
• Exposure to multiple alternative asset classes
• Demonstrated experience improving reporting processes or internal workflows
• Familiarity with reporting or data visualization tools
• Prior experience of owning or co-owning client relationships
• Excellent written and verbal communication skills
• Ability to simplify complex financial information for sophisticated audiences
• Strong organizational and multitasking skills

Responsibilities

• Serve as the primary relationship owner and trusted point of contact for assigned institutional clients
• Partner with clients to uncover opportunities to expand services and deepen engagement across the firm’s offerings
• Translate complex financial and portfolio data into clear, strategic insight that informs client decision-making
• Partner with leadership to help shape product development and drive strategic initiatives informed by client needs and market trends
• Lead initiatives that improve workflows, enhance service delivery, and support operational scalability and firm growth
• Proactively identify discrepancies, risks, or process gaps and lead resolution efforts before issues escalate
• Coordinate with internal analytics, reporting, and operations teams to ensure accuracy and timeliness of deliverables
• Escalate issues appropriately while maintaining client confidence and transparency
• Manage ongoing client communication, including calls, meetings, and written correspondence
• Manage multiple client priorities simultaneously with strong attention to detail
• Support technical reporting enhancements and client-specific development initiatives
• Opportunity to take on mentorship responsibilities and help develop junior talent as you grow within the role

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: Mid Level