Private Equity Data Operations Specialist

LP Analyst; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) plan

Healthcare

Dental insurance

Paid time off

Parental leave

Job summary

LP Analyst is expanding its Private Equity Data Operations Analysts to support a growing client base. Analysts help clients gain transparency into private markets portfolios by capturing, structuring, and validating investment data across strategies and sources.

We provide hands-on training, exposure to multiple asset classes, and opportunities to advance. Join a collaborative Dallas-based team that emphasizes accuracy and data-driven decision-making.

Qualifications

• Bachelor’s degree in business, finance, accounting, economics, math or related field.
• Strong analytical thinking and attention to detail.
• 0-2 years of internship or work experience in finance or data analysis.
• Excellent communication and ability to learn quickly.
• Experience with Excel; knowledge of Power BI/SQL is a plus.

Responsibilities

• Interpret and validate data extracted from private equity investment financial statements, including capital account details, cash flows, and fund terms, using internal tools and AI-assisted workflows
• Prepare and structure investment data for ingestion into internal systems with a focus on accuracy and consistency
• Develop expertise in the nuances of private equity reporting across strategies, regions, and managers through hands-on work and training
• Collaborate with other teams to complete client deliverables and research tasks
• Communicate with investment managers to request documents or clarify data points
• Build familiarity with private market investment strategies through exposure to reporting and manager communication
• Contribute to improving internal processes and data standards by identifying recurring issues and proposing solutions
• Take on advanced data validation and exception handling as experience grows

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Education

Bachelor degree in business, finance, accounting, economics, math or related field

Tools

Excel

Power BI

SQL

Job description

LP Analyst is expanding its Private Equity Data Operations Analysts to support a growing client base. Analysts help clients gain transparency into private markets portfolios by capturing, structuring, and validating investment data across strategies and sources.

We provide hands-on training, exposure to multiple asset classes, and opportunities to advance. Join a collaborative Dallas-based team that emphasizes accuracy and data-driven decision-making.