Business Development Analyst

Company Overview

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. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm's proprietary reporting and analytics platform, for key decision makers at our clients' investment programs, including private asset class leads and chief investment officers.


If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.


LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.


Job Summary

The Business Development Analyst is focused on supporting LP Analyst's business strategy, client solutions and relationship development. The position offers an opportunity to gain broad exposure to a range of private asset classes (e.g., private equity, venture capital, real estate) as well as an understanding of the various market participants, including leading 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 helping to build and maintain new and existing relationships with potential clients
• Prepare pre-call and pre-meeting notes, ensuring all necessary materials and information is ready ahead of calls and meetings with leading institutional investors, fund managers, intermediaries and other potential stakeholders
• Prepare potential client follow-up materials, including presentations, proposals, overlap analyses, reference lists, etc., to address monitoring, diligence, valuation and other consulting needs
• Assist with trial setup, including performing overlap analysis, managing the fund selection process, configuring trial access settings, and handling initial formatting and dashboard changes
• Maintain accurate records and pipeline activity based on account interactions, opportunities, and prospective and current client contracts
• Work seamlessly with other LP Analyst teams (e.g., Onboarding, Development, Client Coverage, Fund Coverage, Operations) to ensure that all prospective client requests, feedback and inquiries are managed appropriately
• Contribute to the firm's various marketing, branding and social media initiatives, including maintenance of social media accounts and assisting with conference preparations

Qualifications and Skills

• Bachelor's degree in business administration, finance, accounting, or a related field (GPA of 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, including advanced formulas and functions (VBA / macros considered a plus)
• Strong PowerPoint proficiency and experience working on 'client-ready' deliverables
• High attention to detail and overall technical aptitude with systems for analysis, reporting, storage and measurement of large data sets
• Strong time management skills with the ability to handle multiple projects concurrently
• Ability to work as part of a growing team to constantly implement and improve processes and technologies
• High self-motivation with ability to learn quickly, meet deadlines and seek additional leadership roles
• Excellent written / verbal communication and interpersonal skills
• Positive attitude, energy and overall enthusiasm for private assets and financial analytics

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