Lead LP Associate

Clearwater Analytics; Boise (ID); On-site; USD 62,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Lead LP Associate in Boise to manage relationships with Limited Partners and lead onboarding for new LP clients.

You will collaborate with clients and internal teams to tailor solutions for investment accounting, performance measurement, compliance monitoring, and reporting needs.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 3-8 years of relevant experience in alternative investments, private equity, or LP relationships.

Responsibilities

• Serve as a subject matter expert on the firm's value proposition for LPs, clearly communicating benefits and capabilities to clients.
• Lead client onboarding using established methodologies, ensuring solutions align with client needs and internal processes.
• Provide training and ongoing support to LP clients on available services and reporting tools.
• Own project workstreams end-to-end, communicating status, risks, and issues to stakeholders and escalating for timely resolution.
• Troubleshoot and resolve client issues during onboarding and service delivery, applying sound judgment to non-routine problems.
• Manage day-to-day relationships with clients and internal stakeholders, building trust through accurate, responsive communication.
• Identify opportunities for process improvement and help implement enhancements within the team.
• Share expertise with colleagues through informal mentorship or occasional training sessions.

Skills

Investment accounting

LP structures

Performance metrics

Valuation methodologies

Alternative investments

Private equity

Financial markets

SQL querying

Project management

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

SQL

Microsoft Office

Job description

Job Summary

The Lead LP Associate manages relationships with Limited Partners (LPs) and leads the onboarding process for new LP clients. This role collaborates with clients and internal teams to develop tailored solutions for LPs' investment accounting, performance measurement, compliance monitoring, and reporting needs.

Responsibilities

• Serve as a subject matter expert on the firm's value proposition for LPs, clearly communicating benefits and capabilities to clients.


• Lead client onboarding using established methodologies, ensuring solutions align with client needs and internal processes.


• Provide training and ongoing support to LP clients on available services and reporting tools.


• Own project workstreams end-to-end, communicating status, risks, and issues to stakeholders and escalating for timely resolution.


• Troubleshoot and resolve client issues during onboarding and service delivery, applying sound judgment to non-routine problems.


• Manage day-to-day relationships with clients and internal stakeholders, building trust through accurate, responsive communication.


• Identify opportunities for process improvement and help implement enhancements within the team.


• Share expertise with colleagues through informal mentorship or occasional training sessions.

Required Skills

• Solid knowledge of investment accounting principles, with familiarity with LP structures.


• Working understanding of investment performance metrics, risk exposure, and valuation methodologies.


• Familiarity with alternative investments, private equity, or accounting/audit practices is a plus.


• Understanding of financial markets, including alternatives, derivatives, structured products, and fixed income.


• Experience with relational databases and SQL querying preferred.


• Strong project management skills; able to manage multiple priorities under pressure.


• Proficient in Microsoft Office Suite with strong attention to detail.


• Excellent verbal and written communication skills.


• Strong organizational and interpersonal skills; works well cross-functionally.


• Strong problem-solving and analytical skills.

Education and Experience

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.


• 3-8 years of relevant experience in alternative investments, private equity, or LP relationships.

Boise Salary Range: $62,000 - $85,000 DOE

• health/vision/dental insurance


• 401(k)


• PTO


• parental leave


• medical leave


• STD/LTD insurance benefits

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class