Team Lead, Private Asset Operations – Lead, Optimize & Grow

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

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.