LP Analyst · 3 months ago
Business Development 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 that works closely with prominent institutional investors and fund managers. The Business Development Analyst role focuses on supporting the firm's business strategy, client solutions, and relationship development, providing exposure to various private asset classes and market participants.
AnalyticsFinancial Services
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
Qualification
Required
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
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
Casual dress code
Frequent team events
Downtown Dallas office with paid parking
Free snacks
Other perks
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