Private Equity Client Service Analyst

LP Analyst; Dallas (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) plan

Healthcare

Dental insurance

Paid time off

Parental leave

Job summary

LP Analyst is seeking motivated and detail-oriented individuals to join our Client Services team in Dallas. As a Client Service Analyst, you’ll play a key role in delivering high-quality private markets reporting and analytics to institutional investors.

This role provides a unique opportunity to develop domain expertise in private assets, strengthen communication and project management skills, and grow into a client-facing role within the firm.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or a related field
• Strong academic foundation with a demonstrated interest in private equity or institutional investing
• 0–2 years of internship or professional experience in finance, investment operations, data analysis, or similar fields
• Excellent organizational skills and strong attention to detail
• Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment
• Ability to interpret financial statements and structured investment data
• Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
• Quick learner with a proactive mindset and the ability to take ownership of tasks while contributing to a collaborative team
• Strong written and verbal communication skills
• Positive attitude, team-oriented mindset, and eagerness to grow into a client-facing role with increasing responsibility

Responsibilities

• Gain hands-on exposure to private equity investment data by supporting early-stage data structuring and validation, in collaboration with the Data Operations team
• Build expertise in client deliverables by using internal tools and workflows to review and organize private asset data including financial statements, capital account and cash flows
• Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and investment managers, through hands-on work and ongoing training
• Assist in preparing and delivering reporting and analytics packages for institutional clients
• Coordinate across internal teams to ensure high-quality, on-time client outputs
• Review investment and portfolio data for completeness, consistency, and presentation quality
• Contribute to ad hoc analysis, client dashboards, and materials for client meetings
• Grow into a client-facing role by helping to answer questions, clarify data, and support recurring reporting cycles

Skills

Bachelor's degree required

Private equity interest

0–2 years finance experience

Excel

Power BI

SQL (basic)

Communication skills

Fast-paced environment

Education

Bachelor's degree in Business, Finance, Economics, or related

Tools

Excel

Power BI

SQL

Job description

Company Overview

LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.

Company Overview

LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you. LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.

Job Summary

LP Analyst is seeking motivated and detail-oriented individuals to join our Client Services team. As a Client Service Analyst, you’ll play a key role in delivering high-quality private markets reporting and analytics to institutional investors. This role provides a unique opportunity to develop domain expertise in private assets, strengthen communication and project management skills, and grow into a client-facing role within the firm.

Responsibilities And Duties

• Gain hands-on exposure to private equity investment data by supporting early-stage data structuring and validation, in collaboration with the Data Operations team
• Build expertise in client deliverables by using internal tools and workflows to review and organize private asset data including financial statements, capital account and cash flows
• Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and investment managers, through hands-on work and ongoing training
• Assist in preparing and delivering reporting and analytics packages for institutional clients
• Coordinate across internal teams to ensure high-quality, on-time client outputs
• Review investment and portfolio data for completeness, consistency, and presentation quality
• Contribute to ad hoc analysis, client dashboards, and materials for client meetings
• Grow into a client-facing role by helping to answer questions, clarify data, and support recurring reporting cycles

Qualifications And Skills

• Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or a related field
• Strong academic foundation with a demonstrated interest in private equity or institutional investing
• 0–2 years of internship or professional experience in finance, investment operations, data analysis, or similar fields
• Excellent organizational skills and strong attention to detail
• Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment
• Ability to interpret financial statements and structured investment data
• Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
• Quick learner with a proactive mindset and the ability to take ownership of tasks while contributing to a collaborative team
• Strong written and verbal communication skills
• Positive attitude, team-oriented mindset, and eagerness to grow into a client-facing role with increasing responsibility

Why LP Analyst?

• Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
• Early opportunities for advancement for top-performing analysts
• Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
• Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
• High-impact role providing transparency to the world’s leading institutional investors
• Collaborative, high-performing team culture with smart, supportive colleagues
• Company-sponsored 401(k) plan, healthcare, and dental insurance
• Competitive compensation and fully paid parental leave
• Generous paid time off that increases with tenure, plus an annual volunteer day
• Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks