Private Equity Client Relationship Manager

Job Summary

The Private Equity Client Relationship Manager serves as the primary relationship owner for institutional investors. This is not a sales role and not an operations role. It is a strategic, client-facing role focused on delivering accurate reporting, proactive communication, and operational excellence to sophisticated investors.

Qualifications and Skills

• Required Qualifications:
  • Bachelor’s degree in Finance, Accounting, Mathematics or related field
  • 3–8 years of experience investment management, investment operations / technology, investor relations, or other financial services roles
  • Advanced proficiency in Microsoft Excel
  • Experience communicating directly with clients or senior financial stakeholders
• Preferred Qualifications:
  • Experience working with institutional investors (LPs) and fund managers (GPs)
  • Exposure to multiple alternative asset classes
  • Demonstrated experience improving reporting processes or internal workflows
  • Familiarity with reporting or data visualization tools
  • Prior experience of owning or co-owning client relationships
• Key Skills and Attributes:
  • Excellent written and verbal communication skills
  • Ability to simplify complex financial information for sophisticated audiences
  • Strong organizational and multitasking skills

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