LP Analyst · 5 months ago
Private Equity Client Service Analyst
Dallas, TX
Full-time
Onsite
New Grad, Entry Level
0+ years expLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm. They are seeking motivated and detail-oriented individuals to join their Client Services team as a Client Service Analyst, where the role focuses on delivering high-quality private markets reporting and analytics to institutional investors while developing domain expertise in private assets.
AnalyticsFinancial Services
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
Qualification
Required
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; familiarity with Power BI or SQL is a plus
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
Benefits
Company-sponsored 401(k) plan
Healthcare
Dental insurance
Competitive compensation
Fully paid parental leave
Generous paid time off that increases with tenure
Annual volunteer day
Company
LP Analyst
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Farrell
Co-Founder, Portfolio Managed Data and Technology
Katita Palamar
Co-Founder, Private Asset Portfolio Management Data and Technology
Company data provided by crunchbase