Private Equity Client Service Analyst

About the role

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. Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients.

LP Analyst is seeking motivated and detail-oriented individuals to join our Client Services team. As a Client Service Analyst, you’ll play a key role in delivering high-quality private markets reporting and analytics to institutional investors. This role provides a unique opportunity to develop domain expertise in private assets, strengthen communication and project management skills, and grow into a client-facing role within the firm.

Responsibilities

• 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
• Assist in preparing and delivering reporting and analytics packages for institutional clients
• Coordinate 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
• Comfortable using 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

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