Private Equity Client Service Senior Analyst

LP Analyst•Dallas, TX

92d

About The Position

LP Analyst is seeking a highly motivated and detail-oriented individual to join our Client Service team as a Senior Analyst. This role is focused on leading relationships with institutional investor clients, overseeing portfolio monitoring and reporting deliverables, and managing junior team members. Senior Analysts play a key role in helping clients gain transparency into their private market portfolios through timely, accurate, and tailored analytics, while also contributing to internal process improvement and team development.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field (other majors considered with relevant experience)
2–4 years of experience in financial services, preferably in asset management, private markets, or investment operations
Advanced Excel skills, including experience with complex formulas and template/model development
Exceptional attention to detail, particularly when managing and analyzing large or complex datasets
Strong critical thinking and problem-solving skills, especially in open-ended or client-specific situations
Excellent organizational and time management skills, with the ability to lead projects across multiple clients and priorities
Proven ability to contribute to and improve internal workflows, systems, and documentation
High self-motivation and initiative, with the ability to lead projects and mentor others
Strong written and verbal communication skills, with comfort presenting to both clients and internal stakeholders
Positive attitude and enthusiasm for learning and working in the private asset and institutional investment landscape

Nice To Haves

Familiarity with Power BI or other data visualization tools a plus

Responsibilities

Lead relationships with institutional investor clients, acting as a trusted partner in delivering private asset monitoring and analytics solutions
Manage the timely and accurate delivery of customized reporting and dashboard analytics for assigned clients
Oversee the design, production, and refinement of client-specific reporting outputs across a variety of private market strategies
Analyze investment portfolios across private equity, venture capital, real estate, infrastructure, real assets, and private credit strategies
Mentor and manage a team of 3–5 analysts, providing guidance, oversight, and development opportunities
Collaborate with internal teams to ensure smooth execution of client deliverables
Support leadership of the Client Services team by helping to shape processes, training, and team coordination
Contribute to firmwide initiatives related to process improvement, technology enhancements, and service innovation

Benefits

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