Growth Analytics & Private Asset BD Analyst

LP Analyst, LP; Dallas, Northern (TX, KY); Ibrido; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) plan

Healthcare

Dental insurance

Paid parental leave

Paid time off

Volunteer day

Casual dress code

Free parking

Snacks

Team events

Descrizione del lavoro

LP Analyst, a leading private asset analytics and consulting firm, seeks a Business Development Analyst in Dallas to support strategy, client solutions, and relationship development. You will gain exposure to private asset classes such as private equity, venture capital, and real estate, while partnering with institutional investors, fund managers, and service providers.

You will work with senior team members to source opportunities, run campaigns, prepare notes and presentations, and help

Competenze

• 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

Mansioni

• 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

Conoscenze

Excel skills

PowerPoint proficiency

Attention to detail

Time management

Communication skills

Team collaboration

Formazione

Bachelor's degree in business/finance/related field

Strumenti

Excel

PowerPoint

Descrizione del lavoro

LP Analyst, a leading private asset analytics and consulting firm, seeks a Business Development Analyst in Dallas to support strategy, client solutions, and relationship development. You will gain exposure to private asset classes such as private equity, venture capital, and real estate, while partnering with institutional investors, fund managers, and service providers.

You will work with senior team members to source opportunities, run campaigns, prepare notes and presentations, and help