Lead LP Relations & Onboarding

Clearwater Analytics, LLC; Boise (ID); On-site; USD 70,000 - 90,000; Full time

Job summary

Clearwater Analytics, LLC is looking for a Lead LP Associate in Boise, Idaho. This key role involves managing relationships with Limited Partners and assisting with their onboarding process to our services. You will collaborate closely with clients and internal teams to provide tailored solutions that meet their specific needs.

The ideal candidate should possess advanced knowledge of investment accounting, proven leadership skills, and experience in managing projects related to alternative investments. Strong communication abilities and a focus on detail are essential.

Qualifications

• Advanced knowledge of investment accounting principles focused on LP structures.
• 3+ years of experience in alternative investments or LP relationships.
• Outstanding verbal and written communication skills.

Responsibilities

• Manage relationships with Limited Partners and assist with onboarding new LP clients.
• Communicate project status and potential issues to stakeholders.
• Deliver consultancy services aligned with company goals.

Skills

Investment accounting principles

Project management

SQL querying

Communication skills

Problem-solving abilities

Education

Bachelor's or Master's degree in Finance, Accounting, or Business Administration

Tools

Microsoft Office Suite

Job description

Clearwater Analytics, LLC is looking for a Lead LP Associate in Boise, Idaho. This key role involves managing relationships with Limited Partners and assisting with their onboarding process to our services. You will collaborate closely with clients and internal teams to provide tailored solutions that meet their specific needs.

The ideal candidate should possess advanced knowledge of investment accounting, proven leadership skills, and experience in managing projects related to alternative investments. Strong communication abilities and a focus on detail are essential.