Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Equity Client Service Analyst

LP Analyst

Job Description

Job Description

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

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 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
  • 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
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

Powered by JazzHR

3i1qd82w7i

Vacancy posted 20 days ago
Similar jobs that could be interesting for youBased on the Private Equity Client Service Analyst in Dallas, TX vacancy
  •  ...Summary & ResponsibilitiesPrime Services delivers financing, clearing,...  ...investors, and broker-dealers across equities, fixed income, derivatives, and OTC markets. Analysts and Associates serve as the...  ...professionals at these clients managing client relationships,... 
    Employment Equity

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...Coverage within PNC Business Credit in Dallas, TX. The role centers on originating and leading debt financing transactions for private equity clients, overseeing the full lifecycle from sourcing to closing. Strong relationships with PE firms and internal partners are... 
    Employment Equity

    PNC

    Dallas, TX
    4 days ago
  •  ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for... 
    Employment Equity

    Confidential

    Dallas, TX
    4 days ago
  •  ...Summary & Responsibilities Prime Services delivers financing, clearing,...  ...investors, and broker‑dealers across equities, fixed income, derivatives, and OTC markets. Analysts and Associates serve as the...  ...professionals at these clients, managing client relationships,... 
    Employment Equity

    Goldman Sachs

    Dallas, TX
    20 hours ago
  •  ...seeking an Associate Director in Dallas, Texas, to join the Business Transformation practice. This role involves serving private equity-backed clients, leading engagements, and mentoring junior team members. The ideal candidate has substantial experience in finance and... 
    Employment Equity

    CrossCountry Consulting

    Dallas, TX
    4 days ago
  •  ...Jobot is seeking a Vice President of Transaction Advisory Services focusing on Financial Due Diligence in the United States...  ...projects for mergers and acquisitions, working with private equity and corporate clients, and delivering actionable financial insights with strong... 
    Employment Equity

    Jobot

    Dallas, TX
    3 days ago
  •  ...firm in Dallas. This role offers hands-on experience working on complex financing transactions with lenders, borrowers, and private equity clients.Responsibilities:Draft and negotiate credit agreements, term sheets, and financing documentsWork on syndicated credit... 
    Employment Equity

    Direct Counsel

    Dallas, TX
    20 hours ago
  •  ...work assignments across multiple client engagements. This role can be...  ...) to support our Diversity, Equity, & Inclusion (DE&I) effortsWhat...  ...For:Assign the right client service personnel to engagements by evaluating...  ..., or local law. About our Private Client Services (PCS) Team:The... 
    Employment Equity
    Full time
    Temporary work
    Work at office
    Local area
    Remote work

    EisnerAmper

    Dallas, TX
    1 day ago
  •  ...Asset & Wealth Management, with client assets of $2.4 trillion, is a...  ...asset classes including equities, fixed income, alternatives,...  ...provides retirement products and services, brokerage and banking...  ...asset managers for the Global Private Bank, and advising clients on... 
    Employment Equity

    JP Morgan Chase

    Dallas, TX
    20 hours ago
  •  ...Summary & Responsibilities Prime Services delivers financing, clearing,...  ...investors, and broker‑dealers across equities, fixed‑income, derivatives, and OTC markets. Analysts and Associates serve as the...  ...professionals at these clients managing client relationships,... 
    Employment Equity
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    20 hours ago
  •  ...middle-market investment bank and full service broker-dealer. With roots tracing back to...  ...banking (both corporate and public finance), equity & fixed income research, market making,...  ...Regional Operations Manager to join Private Client Division in our Dallas (Southwest) Region... 
    Employment Equity
    Work at office
    Local area

    Oppenheimer & Co.

    Dallas, TX
    3 days ago
  •  ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform....  ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for... 
    Employment Equity

    Confidential

    Dallas, TX
    1 day ago
  • ## Senior Client DirectorApplylocations: Dallastime type: Full timeposted...  ..., and ultra-high net worth private clients implement and manage...  ...delivers a range of services, including outsourced CIO, non...  ...qualifications, as well as internal equity.The firm is committed to the... 
    Employment Equity
    Work at office
    Local area
    Worldwide

    Cambridge Associates LLC.

    Dallas, TX
    20 hours ago
  • A leading Investor Services group is seeking a Director for Tax Managed Services in Dallas. This role involves overseeing projects, serving private equity clients, and providing tailored tax solutions. The ideal candidate should have over 12 years of US tax consulting experience... 
    Employment Equity

    IQ-EQ

    Dallas, TX
    4 days ago
  •  ...Fresh off the back of private equity investment , our client being a specialised boutique law firm built to service PE funds, has entered a new phase of growth… Already recognised as one of the market's most respected boutiques within the PE space by the likes of Legal... 
    Employment Equity
    Permanent employment
    Work at office
    3 days per week

    Hawkstone Search

    Dallas, TX
    3 days ago
  •  ...and contingencies to support high-stakes transactions for private equity and corporate clients. You’ll partner with management and advisors, drive deal...  ..., and contribute to business development while mentoring analysts and associates in a fast-paced #J-18808-Ljbffr Stout
    Employment Equity

    Stout

    Dallas, TX
    20 hours ago
  • $165k - $180k

    Solomon Page has partnered with a private equity real estate client seeking a highly motivated Financial Controller. The role owns the entire A&F function in a fast-growing environment, collaborating with partners, asset management, and external providers to ensure timely... 
    Employment Equity

    Solomon Page

    Dallas, TX
    3 days ago
  • EY is seeking a Senior in Applied AI to lead hands-on delivery of AI initiatives for private equity clients and their portfolio companies. You will build and deploy AI solutions, align timelines, costs, and quality, and work embedded with senior practitioners to drive... 
    Employment Equity

    EY

    Dallas, TX
    20 hours ago
  • Alvarez & Marsal is seeking a Senior Associate in Merger Integration & Carve-outs to support MI&C with top private equity clients across the US. You will engage in pre-deal operational reviews, Day 1/Day 100 planning, and integration execution to maximize value. The role... 
    Employment Equity

    Alvarez & Marsal

    Dallas, TX
    2 days ago
  •  ...transaction advisory and financial due diligence engagements for private equity and corporate clients across the US, including Dallas. You will manage teams, assess risks, and deliver integrated due‑diligence services with a focus on GAAP, tax implications, and deal value.... 
    Employment Equity

    Alvarez & Marsal

    Dallas, TX
    2 days ago
  •  ...Business Development for Finance and Accounting Advisory Services in Dallas. Lead sales efforts across FAAS offerings,...  ...CFOs and finance leaders, and drive a robust pipeline with private equity and growth clients. You will partner with specialists to deliver differentiated... 
    Employment Equity

    Armanino LLP

    Dallas, TX
    4 days ago
  •  ...President for Real Estate Valuation and Advisory Services to join their Dallas team. The Vice President will lead client engagements and manage junior staff while delivering high-quality valuation analysis for private equity clients and financial institutions. The ideal... 
    Employment Equity

    InforCapital, partnership

    Dallas, TX
    4 days ago
  • $141k - $290k

     ...Tax Senior Manager Weaver is a full-service national accounting, advisory, and consulting firm with opportunities...  ...to join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses to high-net-worth... 
    Employment Equity
    Immediate start
    Flexible hours

    Weaver

    Dallas, TX
    1 day ago
  •  ...retirement products, brokerage, and banking services. About Global Alternative Investment...  ...asset managers for the Global Private Bank, advising clients on alternative investment allocations...  ...clients across hedge funds, private equity, private credit, and real asset funds... 
    Employment Equity
    Worldwide

    JPMorganChase

    Dallas, TX
    4 days ago
  • $105.4k - $207.8k

     ...Strategy & Transactions team helps guide clients through their most critical moments and...  ...end-to-end support and advisory services, covering areas such as valuation modeling...  ...separation engagements for corporate and private equity clientsAnalyzing financial, operational... 
    Employment Equity
    Local area
    Visa sponsorship

    Deloitte

    Dallas, TX
    2 days ago
  •  ...with the obligation to work onsite at a client location when required. Additionally,...  ...Connor Group is a specialized professional services firm of Big 4 alumni and industry...  ...Divestitures, SPACs/Reverse Mergers, and Debt/Equity private placements.Understand technical... 
    Employment Equity
    Full time
    Work at office
    Remote work

    Connor Group

    Dallas, TX
    4 days ago
  • $134.5k - $265.1k

     ...Strategy & Transactions team helps guide clients through their most critical moments and...  ...end-to-end support and advisory services, covering areas such as valuation modeling...  ...transactions and interact closely with private equity investors, corporate executives, and target... 
    Employment Equity
    Local area

    Deloitte

    Dallas, TX
    3 days ago
  • Alvarez & Marsal (A&M) seeks a Senior Associate in Compensation and Benefits Tax to support deal-driven tax services for corporate and private equity clients. You will assist with due diligence, benefit plan reviews, and payroll tax analysis across cross-border transactions... 
    Employment Equity

    Alvarez & Marsal

    Dallas, TX
    4 days ago
  • Baker Tilly US is seeking a PEFS Manager to oversee day-to-day operations of private equity client deliverables including quarterly reporting, capital calls, and distributions. The role requires mastery of private equity fund accounting, client relationship oversight, and... 
    Employment Equity

    Baker Tilly US

    Dallas, TX
    4 days ago
  •  ...Strategy & Transformation to address strategic, financial, and operational challenges for hospital systems, physician groups, and private equity clients. You will build financial models, perform market research, and translate analyses into clear presentations for executive... 
    Employment Equity

    VMG Health

    Dallas, TX
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Equity Client Service Analyst. Be the first to apply!