Private Equity Data Operations Analyst

LP Analyst-posted 4 months ago

Full-time • Entry Level

Dallas, TX

11-50 employees

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LP Analyst is expanding its team of Private Equity Data Operations Analysts to support a growing client base. Analysts in this role play a key part in helping LP Analyst’s clients gain transparency into their private markets portfolios by capturing, structuring, and validating investment data across a variety of strategies and sources.

Interpret and validate data extracted from private equity investment financial statements, including capital account details, cash flows, and fund terms, using internal tools and AI-assisted workflows
Prepare and structure investment data for ingestion into internal systems with a focus on accuracy and consistency
Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and managers, through hands-on work and ongoing training
Collaborate with other teams to complete client deliverables and research tasks
Communicate with investment managers to request documents or clarify data points
Build familiarity with private market investment strategies through ongoing exposure to investment reporting and manager communication
Contribute to improving internal processes and data standards by identifying recurring issues and proposing solutions
Take on more advanced data validation and exception handling responsibilities as experience and subject matter knowledge grow
With experience, support client-specific reporting and data requests in coordination with the Client Services team

Bachelor’s degree in business, finance, accounting, economics, math or a related field
Strong academic performance with demonstrated analytical thinking
0 - 2 years of prior internship or work experience in finance, investment operations, data analysis or similar roles
Strong attention to detail and a commitment to data accuracy
Ability to interpret financial statements and structured investment data
Comfortable working with technology and tools such as Excel; familiarity with Power BI or SQL is a plus
Ability to learn quickly, take ownership of tasks, and meet deadlines while working in a collaborative team environment
Strong written and verbal communication skills, with the ability to interact effectively with internal teams and external investment managers
Positive attitude, team-oriented mindset, and an interest in private assets, financial data, and analytics

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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