Private Equity Client Services Analyst — Growth & Impact

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

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.