Private Equity Client Relationship Manager

Private Equity Client Relationship ManagerLP 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. 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.The Private Equity Client Relationship Manager serves as the primary relationship owner for institutional investors. This is not a sales role and not an operations role. It is a strategic, client-facing role focused on delivering accurate reporting, proactive communication, and operational excellence to sophisticated investors.This position sits at the intersection of finance, analytics, and relationship leadership. The Client Relationship Manager ensures clients receive timely, high-quality portfolio insights while driving internal coordination, problem resolution, and continuous process improvement.This role offers direct exposure to leading institutional investors, broad visibility across private markets asset classes, and the opportunity to build long-term capabilities in executive communication, critical thinking, and strategic relationship management.This is a full-time professional role requiring initiative, accountability, strong organization, and the ability to operate independently while collaborating across teams.Responsibilities and DutiesServe as the primary relationship owner and trusted point of contact for assigned institutional clientsPartner with clients to uncover opportunities to expand services and deepen engagement across the firm's offeringsTranslate complex financial and portfolio data into clear, strategic insight that informs client decision-makingPartner with leadership to help shape product development and drive strategic initiatives informed by client needs and market trendsLead initiatives that improve workflows, enhance service delivery, and support operational scalability and firm growthProactively identify discrepancies, risks, or process gaps and lead resolution efforts before issues escalateCoordinate with internal analytics, reporting, and operations teams to ensure accuracy and timeliness of deliverablesEscalate issues appropriately while maintaining client confidence and transparencyManage ongoing client communication, including calls, meetings, and written correspondenceManage multiple client priorities simultaneously with strong attention to detailSupport technical reporting enhancements and client-specific development initiativesOpportunity to take on mentorship responsibilities and help develop junior talent as you grow within the roleQualifications and SkillsRequired QualificationsBachelor's degree in Finance, Accounting, Mathematics or related field3–8 years of experience investment management, investment operations / technology, investor relations, or other financial services rolesAdvanced proficiency in Microsoft ExcelExperience communicating directly with clients or senior financial stakeholdersPreferred QualificationsExperience working with institutional investors (LPs) and fund managers (GPs)Exposure to multiple alternative asset classesDemonstrated experience improving reporting processes or internal workflowsFamiliarity with reporting or data visualization toolsPrior experience of owning or co-owning client relationshipsKey Skills and AttributesExcellent written and verbal communication skillsAbility to simplify complex financial information for sophisticated audiencesStrong organizational and multitasking skillsWhy LP Analyst?Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-insEarly opportunities for advancement for top-performing analystsOpportunity 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 exposureExposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interestHigh-impact role providing transparency to the world's leading institutional investorsCollaborative, high-performing team culture with smart, supportive colleaguesCompany-sponsored 401(k) plan, healthcare, and dental insuranceCompetitive compensation and fully paid parental leaveGenerous paid time off that increases with tenure, plus an annual volunteer dayCasual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks