LP Analyst
Overview
LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works with institutional investors (LPs) and fund managers (GPs) to provide decision-making intelligence. The firm combines quantitative and qualitative approaches to tackle challenges and develop solutions for clients, synthesizing information for decision makers in private asset programs. LP Analyst values diversity and encourages applicants from women, minority, disability, veteran, and all underrepresented groups. Job Summary
The Business Development Analyst focuses on supporting LP Analyst’s business strategy, client solutions and relationship development. This role offers broad exposure to a range of private asset classes (e.g., private equity, venture capital, real estate) and to market participants including institutional investors, fund managers, intermediaries and service providers. Responsibilities And Duties
Work directly with senior team members to source, track and convert opportunities related to the firm’s products and services Organize and conduct marketing and sales campaigns to build and maintain new and existing client relationships Prepare pre-call and pre-meeting notes with materials for calls and meetings with institutional investors, fund managers, intermediaries and other stakeholders Prepare potential client follow-up materials (e.g., presentations, proposals, analyses, reference lists) to address monitoring, diligence, valuation and other consulting needs Assist with trial setup, including overlap analysis, fund selection, trial access settings and initial formatting/dashboard changes Maintain accurate records and pipeline activity based on account interactions, opportunities and client contracts Collaborate with other LP Analyst teams to manage prospective client requests, feedback and inquiries Contribute to firm marketing, branding and social media initiatives, including maintenance of social media accounts and conference preparations Qualifications And Skills
Bachelor’s degree in business administration, finance, accounting, or related field (GPA 3.3+) 0-3 years of business-related experience (e.g., investments, valuation, consulting, back office, research, banking) Strong understanding of financial markets and the investment process Strong Excel skills with advanced formulas; VBA/macros considered a plus Strong PowerPoint proficiency and experience delivering client-ready materials High attention to detail and capability to analyze and manage large data sets Strong time management and ability to handle multiple projects concurrently Ability to work in a growing team and contribute to process and technology improvements Self-motivated with ability to learn quickly, meet deadlines and take on increased responsibilities Excellent written and verbal communication and interpersonal skills Positive attitude and enthusiasm for private assets and financial analytics Why LP Analyst?
Comprehensive onboarding and training programs, including a Private Asset Training Program and regular industry sessions Early opportunities for advancement for top performers Opportunity to build professional skills in a dynamic, growing team with cross-functional exposure Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit) with room to specialize High-impact role providing transparency to leading institutional investors Collaborative, high-performing team culture with supportive colleagues Company-sponsored benefits such as 401(k) plan and health insurance Competitive compensation and paid parental leave Generous paid time off, including an annual volunteer day Casual dress code and team events in a Dallas office with parking and perks
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LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works with institutional investors (LPs) and fund managers (GPs) to provide decision-making intelligence. The firm combines quantitative and qualitative approaches to tackle challenges and develop solutions for clients, synthesizing information for decision makers in private asset programs. LP Analyst values diversity and encourages applicants from women, minority, disability, veteran, and all underrepresented groups. Job Summary
The Business Development Analyst focuses on supporting LP Analyst’s business strategy, client solutions and relationship development. This role offers broad exposure to a range of private asset classes (e.g., private equity, venture capital, real estate) and to market participants including institutional investors, fund managers, intermediaries and service providers. Responsibilities And Duties
Work directly with senior team members to source, track and convert opportunities related to the firm’s products and services Organize and conduct marketing and sales campaigns to build and maintain new and existing client relationships Prepare pre-call and pre-meeting notes with materials for calls and meetings with institutional investors, fund managers, intermediaries and other stakeholders Prepare potential client follow-up materials (e.g., presentations, proposals, analyses, reference lists) to address monitoring, diligence, valuation and other consulting needs Assist with trial setup, including overlap analysis, fund selection, trial access settings and initial formatting/dashboard changes Maintain accurate records and pipeline activity based on account interactions, opportunities and client contracts Collaborate with other LP Analyst teams to manage prospective client requests, feedback and inquiries Contribute to firm marketing, branding and social media initiatives, including maintenance of social media accounts and conference preparations Qualifications And Skills
Bachelor’s degree in business administration, finance, accounting, or related field (GPA 3.3+) 0-3 years of business-related experience (e.g., investments, valuation, consulting, back office, research, banking) Strong understanding of financial markets and the investment process Strong Excel skills with advanced formulas; VBA/macros considered a plus Strong PowerPoint proficiency and experience delivering client-ready materials High attention to detail and capability to analyze and manage large data sets Strong time management and ability to handle multiple projects concurrently Ability to work in a growing team and contribute to process and technology improvements Self-motivated with ability to learn quickly, meet deadlines and take on increased responsibilities Excellent written and verbal communication and interpersonal skills Positive attitude and enthusiasm for private assets and financial analytics Why LP Analyst?
Comprehensive onboarding and training programs, including a Private Asset Training Program and regular industry sessions Early opportunities for advancement for top performers Opportunity to build professional skills in a dynamic, growing team with cross-functional exposure Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit) with room to specialize High-impact role providing transparency to leading institutional investors Collaborative, high-performing team culture with supportive colleagues Company-sponsored benefits such as 401(k) plan and health insurance Competitive compensation and paid parental leave Generous paid time off, including an annual volunteer day Casual dress code and team events in a Dallas office with parking and perks
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