Team Lead, Private Asset Operations

LP Analyst; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Company-sponsored 401(k) plan

Healthcare

Dental insurance

Paid time off

Parental leave

Volunteer day

Casual dress code

Downtown Dallas office parking

Job summary

LP Analyst is seeking a proactive Team Lead to oversee a portfolio monitoring function. The role emphasizes coaching, workflow optimization, and close collaboration with senior management to align activities with firm goals.

You will guide a small-to-medium team, improve processes, and drive high-quality deliverables for clients while supporting growth and service evolution in a dynamic private asset analytics environment.

Qualifications

• Bachelor’s degree preferred; GPA 3.0+ is a plus.
• 2–5 years in operational management or team leadership.
• Proficiency with Microsoft Office.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Proactive, self-motivated with leadership potential.
• Experience in financial services is a plus.

Responsibilities

• Lead and manage an existing small-to-medium-sized team focused on a specific function within LP Analyst's portfolio monitoring process, providing guidance and support to ensure high performance and foster engagement.
• Oversee the operations of the function, ensuring timely and accurate execution of tasks.
• Develop and implement efficient workflows and processes to optimize team productivity, continuously iterating as the firm evolves.
• Identify and address skills gaps within the team through coaching - escalating performance issues when applicable - as well as providing supplemental training opportunities for the broader team.
• Coordinate with other functional leads and senior management on team and function performance, escalating as needed.

Skills

Office Suite

Organizational skills

Multitasking

Communication skills

Leadership

Team leadership

Financial services experience

Attention to detail

Education

Bachelor’s degree preferred

GPA 3.0+

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.

Job Summary

LP Analyst is seeking a proactive and people-focused Team Lead to oversee a functional team within our portfolio monitoring operations. Team Leads play a critical role in guiding day-to-day execution, driving process efficiency, and developing team members to ensure high-quality deliverables for our clients. This role combines operational oversight, workflow improvement, and hands-on coaching to foster a high-performing and engaged team. Team Leads partner closely with other functional leaders and senior management to align team activities with firm objectives, continuously enhance internal processes, and support the firm's growth and evolving service model.

Responsibilities And Duties

• Lead and manage an existing small-to-medium-sized team focused on a specific function within LP Analyst's portfolio monitoring process, providing guidance and support to ensure high performance and foster engagement
• Oversee the operations of the function, ensuring timely and accurate execution of tasks
• Develop and implement efficient workflows and processes to optimize team productivity, continuously iterating as the firm evolves
• Identify and address skills gaps within the team through coaching - escalating performance issues when applicable - as well as providing supplemental training opportunities for the broader team
• Coordinate with other functional leads and senior management on team and function performance, escalating as needed

Qualifications And Skills

• Bachelor's degree preferred, with a GPA of 3.0 or higher
• 2-5 years of experience in operational management or team leadership roles
• Proficiency with the Microsoft Office suite
• Strong organizational skills and high attention to detail
• Excellent multitasking abilities
• Exceptional written and verbal communication and interpersonal skills, with the ability to provide constructive feedback and effectively develop the team to meet performance expectations over time
• High self-motivation, with the ability to learn quickly and take on increased leadership responsibilities
• Ability to fit within a growing firm that is continuously improving its processes
• Positive attitude, energy, and overall enthusiasm, with a commitment to firm goals
• Experience in financial services is a plus

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