LP Services Specialist

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

Career Launch AI is seeking an LP Services Specialist in New York to provide day-to-day operational and relationship support for limited partners in private funds. You will ensure timely reporting, assist with capital activities, and manage fund documentation while collaborating with fund operations, investor relations, and compliance teams.

The role emphasizes analytical thinking, process management, and superior client service, with opportunities to deliver quarterly and annual LP reports and

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• Familiarity with private funds, fund operations, and investor reporting.
• Experience in client services, investor relations, or fund operations preferred.
• Strong analytical and problem-solving skills.
• Proficiency in Excel, PowerPoint, and reporting or data management tools.
• Excellent organizational skills with the ability to manage multiple LP requests.

Responsibilities

• Serve as a primary contact for LP inquiries and service requests.
• Assist LPs with capital calls, distributions, statements, and reporting.
• Prepare and distribute quarterly and annual LP reports and updates.
• Support LP onboarding and maintain investor records.
• Coordinate with portfolio and operations teams to resolve LP issues.
• Monitor LP activity, requests, and resolutions.
• Identify process improvements to enhance LP service and efficiency.
• Prepare ad-hoc reports, dashboards, and summaries for internal teams.

Skills

Analytical skills

Problem solving

Organizational skills

Written and verbal communication

Client-focused

Excel

PowerPoint

Reporting tools

Data management tools

Education

Bachelor’s degree in Finance, Economics, Accounting

Tools

Excel

PowerPoint

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample LP Services Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that focus on supporting limited partners (LPs), investor operations, and reporting in private funds.

Actual openings may vary based on fund type, investor base, and asset class focus.

Position Overview

LP Services Specialists provide day-to-day operational and relationship support for limited partners in private funds. The role ensures that LPs receive timely, accurate reporting and assistance with inquiries, capital activities, and fund documentation.

This position requires collaboration with fund operations, investor relations, portfolio, and compliance teams, combining analytical skills, process management, and client service excellence.

Key Responsibilities

Serve as a primary point of contact for LP inquiries and service requests

Assist LPs with capital calls, distributions, account statements, and reporting

Prepare and distribute quarterly and annual LP reports, fund performance updates, and other investor communications

Support LP onboarding and maintain accurate investor records

Coordinate with portfolio and operations teams to resolve LP-related issues

Monitor and track LP activity, requests, and resolutions

Identify and implement process improvements to enhance LP service and operational efficiency

Prepare ad-hoc reports, dashboards, and summaries for internal teams and fund leadership

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field

Familiarity with private funds, fund operations, and investor reporting

Experience in client services, investor relations, or fund operations preferred

Strong analytical and problem-solving skills

Proficiency in Excel, PowerPoint, and reporting or data management tools

Excellent organizational skills with the ability to manage multiple LP requests simultaneously

Clear written and verbal communication skills, with a focus on accuracy and professionalism

Detail-oriented, process-driven, and client-focused

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching for investor operations, LP services, and client support roles

Resume and profile optimization for fund and investor-facing positions

Guidance on outreach to fund teams, operations, and investor relations groups

Interview preparation for operational, client service, and analytics assessments