PE Data Ops Lead — AI-Driven & Client-Facing

LP Analyst, LP; Dallas (TX); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Paid parental leave

Paid time off

Volunteer day

Downtown Dallas office with parking

Job summary

LP Analyst is seeking an Investor Services Lead to join our Private Equity Data Operations team in Dallas. You will serve as the subject matter expert for investor services, owning QA for client deliverables, SLA compliance, and ongoing process improvements as we integrate AI and automation.

You will train analysts, represent the service in client conversations, and drive operational consistency across the team while maintaining exceptional accuracy and client experience.

Qualifications

• Bachelor's degree in finance, accounting, economics, business, or related field.
• 4+ years in investment operations, fund accounting, or private markets data ops; capital calls/distributions experience preferred.
• Deep understanding of private equity and venture capital fund mechanics and LP reporting.
• Ability to explain complex processes clearly in training or client discussions.
• Comfort with change and evolving workflows, especially automation.
• Strong SLA awareness and ability to meet tight deadlines with high accuracy.
• Ability to work independently and make judgments without daily supervision.
• Proficiency with Microsoft Excel; familiarity with fund administration platforms is a plus.
• Strong written and verbal communication for client-facing interactions.

Responsibilities

• Serve as SME for investor services, incl. capital calls, distributions, and statements; ensure accuracy.
• Own SLA oversight, monitor progress, and drive timely resolutions.
• First escalation point for analysts on processing or client requirements.
• Train analysts; develop training materials and process docs.
• Engage clients to address questions and provide deliverable status updates.
• Collaborate with Client Service on data readiness for reporting cycles.
• Safeguard process integrity as workflows evolve and automation increases.
• Guide analysts through AI-driven changes to maintain accuracy and client experience.
• Identify data or SLA risks and propose process improvements.
• Partner with management on capacity planning and quality reviews.

Skills

SLA awareness

Client-facing

Excel proficiency

Analytical thinking

Communication

Education

Bachelor's degree in finance

Tools

Excel

Job description

LP Analyst is seeking an Investor Services Lead to join our Private Equity Data Operations team in Dallas. You will serve as the subject matter expert for investor services, owning QA for client deliverables, SLA compliance, and ongoing process improvements as we integrate AI and automation.

You will train analysts, represent the service in client conversations, and drive operational consistency across the team while maintaining exceptional accuracy and client experience.