Private Equity Client Service Analyst

Responsibilities and Duties

• Gain hands-on exposure to private equity investment data by supporting early-stage data structuring and validation, in collaboration with the Data Operations team
• Build expertise in client deliverables by using internal tools and workflows to review and organize private asset data including financial statements, capital account and cash flows
• Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and investment managers, through hands-on work and ongoing training
• Aid in preparing and delivering reporting and analytics packages for institutional clients
• Cook up coordination across internal teams to ensure high-quality, on-time client outputs
• Review investment and portfolio data for completeness, consistency, and presentation quality
• Contribute to ad hoc analysis, client dashboards, and materials for client meetings
• Grow into a client-facing role by helping to answer questions, clarify data, and support recurring reporting cycles

Qualifications and Skills

• Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or a related field
• Strong academic foundation with a demonstrated interest in private equity or institutional investing
• 0–2 years of internship or professional experience in finance, investment operations, data analysis, or similar fields
• Excellent organizational skills and strong attention to detail
• Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment
• Ability to interpret financial statements and structured investment data
• Familiarity with Excel and other technology tools; familiarity with Power BI or SQL is a plus
• Quick learner with a proactive mindset and the ability to take ownership of tasks while contributing to a collaborative team
• Strong written and verbal communication skills
• Positive attitude, team-oriented mindset, and eagerness to grow into a client-facing role with increasing responsibility