Private Equity Client Service Analyst

LP Analyst•Dallas, TX

About The Position

LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you. LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply. LP Analyst is seeking motivated and detail-oriented individuals to join our Client Services team. As a Client Service Analyst, you’ll play a key role in delivering high-quality private markets reporting and analytics to institutional investors. This role provides a unique opportunity to develop domain expertise in private assets, strengthen communication and project management skills, and grow into a client-facing role within the firm.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or a related field
Strong academic foundation with a demonstrated interest in private equity or institutional investing
0–2 years of internship or professional experience in finance, investment operations, data analysis, or similar fields
Excellent organizational skills and strong attention to detail
Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment
Ability to interpret financial statements and structured investment data
Comfortable using Excel and other technology tools
Quick learner with a proactive mindset and the ability to take ownership of tasks while contributing to a collaborative team
Strong written and verbal communication skills
Positive attitude, team-oriented mindset, and eagerness to grow into a client-facing role with increasing responsibility

Nice To Haves

Familiarity with Power BI or SQL is a plus

Responsibilities

Gain hands-on exposure to private equity investment data by supporting early-stage data structuring and validation, in collaboration with the Data Operations team
Build expertise in client deliverables by using internal tools and workflows to review and organize private asset data including financial statements, capital account and cash flows
Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and investment managers, through hands-on work and ongoing training
Assist in preparing and delivering reporting and analytics packages for institutional clients
Coordinate across internal teams to ensure high-quality, on-time client outputs
Review investment and portfolio data for completeness, consistency, and presentation quality
Contribute to ad hoc analysis, client dashboards, and materials for client meetings
Grow into a client-facing role by helping to answer questions, clarify data, and support recurring reporting cycles

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