Strategic Private Asset Investor Relations Lead

LP Analyst, LP; Dallas (TX); Sur place; USD 100 000 - 155 000; Plein temps

Avantages offerts par ce poste

Downtown Dallas office with parking

Healthcare and dental insurance

401(k) plan

Paid parental leave

Generous paid time off

Résumé du poste

LP Analyst, a leading private asset analytics and consulting firm, seeks a Client Relationship Manager to serve as the primary relationship owner for institutional investors. The role emphasizes accurate reporting, proactive communication, and operational excellence rather than sales or operations tasks.

The position blends finance, analytics, and relationship leadership, ensuring clients receive timely, high-quality portfolio insights while driving internal coordination and continuous process

Qualifications

• Bachelor’s degree in Finance, Accounting, Mathematics or related field.
• 3–8 years of experience in investment management, operations/tech, or investor relations.
• Experience communicating with clients or senior financial stakeholders.

Responsabilités

• Serve as the primary relationship owner for institutional clients.
• Translate complex financial data into clear, strategic insights for clients.
• Coordinate with analytics, reporting, and operations to ensure timely deliverables.
• Identify opportunities to expand services and deepen client engagement.
• Lead process improvements and cross-team collaboration to scale operations.

Connaissances

Client relationships

Communication skills

Financial storytelling

Formation

Finance degree

Math degree

Accounting degree

Outils

Data visualization tools

Description du poste

LP Analyst, a leading private asset analytics and consulting firm, seeks a Client Relationship Manager to serve as the primary relationship owner for institutional investors. The role emphasizes accurate reporting, proactive communication, and operational excellence rather than sales or operations tasks.

The position blends finance, analytics, and relationship leadership, ensuring clients receive timely, high-quality portfolio insights while driving internal coordination and continuous process