Private Equity Data Operations, Investor Services Lead

LP Analyst; Dallas (TX); In loco; USD 95.000 - 135.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) plan

Health insurance

Dental insurance

Paid parental leave

Paid time off

Volunteer day

Downtown Dallas office with parking

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

SLA awareness

Client-facing

Excel proficiency

Analytical thinking

Communication

Formazione

Bachelor's degree in finance

Strumenti

Excel

Descrizione del lavoro

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.

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.

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 an Investor Services Lead to join our Private Equity Data Operations team. In this role, you will serve as the subject matter expert for our investor services function, acting as the primary point of accountability for client deliverable quality, SLA compliance, and operational consistency across the team.

You will not carry direct people management responsibilities, but you will play a central role in how the team operates: answering questions from analysts, training new and existing team members, representing the service in client conversations, and ensuring that every deliverable meets the standard our clients expect. You will also play a key role in how our investor services workflows evolve as we integrate AI and automation into our processes, helping ensure quality and continuity through that transition.

Key Responsibilities

• Serve as the subject matter expert for investor services, including capital calls, distributions, capital account statements, and related transaction activity
• Own SLA oversight for investor services deliverables by monitoring completion status, identifying at-risk items, and driving resolution before deadlines are missed
• Act as the first escalation point for analysts with questions on processing, data validation, or client-specific requirements
• Train new analysts on investor services workflows, data standards, and client expectations; develop and maintain training materials and process documentation
• Engage directly with clients to address questions, resolve discrepancies, and provide updates on deliverable status
• Partner with Client Service team members to ensure data is accurate and ready for reporting cycles
• Own process integrity as workflows evolve, identifying gaps or quality issues as automation takes on more of the execution and ensuring standards are maintained through the transition
• Serve as a key voice in how analyst responsibilities shift as AI handles more routine work, helping the team adapt without sacrificing accuracy or client experience
• Identify patterns in data issues or SLA risk and recommend process improvements to increase speed, accuracy, and consistency
• Collaborate with management on capacity planning, quality reviews, and service delivery feedback

Qualifications & Requirements

• Bachelor's degree in finance, accounting, economics, business, or related field
• 4+ years of experience in investment operations, fund accounting, or private markets data operations (direct experience with capital call, distribution, and capital account processing strongly preferred)
• Deep understanding of private equity and venture capital fund structures, capital call and distribution mechanics, and LP reporting
• Demonstrated ability to explain complex processes clearly, whether training a new analyst or responding to a client question
• Comfortable navigating change and ambiguity, particularly as it relates to evolving workflows and the role of automation in day-to-day operations
• Strong SLA awareness and a track record of meeting tight deadlines with high accuracy
• Comfortable operating independently and making judgment calls without needing day-to-day managerial direction
• Proficient in Microsoft Excel; familiarity with fund administration or data management platforms a plus
• Strong written and verbal communication skills, including experience in client-facing interactions

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