Private Equity Data Operations, Investor Services Lead

LP Analyst

Dallas, TX

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JOB DETAILS

JOB TYPE

Full-time

SKILLS

Accounting, Administrative Management, Analysis Skills, Artificial Intelligence (AI), Automation, Awareness Tracking, Capacity Management, Communication Skills, Consulting, Cross-Functional, Customer Experience, Customer Relations, Customer Support/Service, Customer/Client Research, Data Management, Data Processing, Data Quality, Documentation, Economics, Finance, Fund Accounting, Fund Management, Healthcare, Insurance, Investment Funds, Investment Services, Leadership, Leading Edge Technology, Microsoft Excel, People Management, Presentation/Verbal Skills, Private Cloud, Process Improvement, Real Estate, Resolve Customer Issues, Risk, Risk Analysis, Service Delivery, Service Level Agreement (SLA), Team Player, Time Management, Venture Capital, Writing Skills

LOCATION

Dallas, TX

POSTED

30+ days ago

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 an Investor Services Lead to join our Private Equity Data Operations team. In this role, you will serve as the subject matter expert for our investor services function, acting as the primary point of accountability for client deliverable quality, SLA compliance, and operational consistency across the team.

You will not carry direct people management responsibilities, but you will play a central role in how the team operates: answering questions from analysts, training new and existing team members, representing the service in client conversations, and ensuring that every deliverable meets the standard our clients expect. You will also play a key role in how our investor services workflows evolve as we integrate AI and automation into our processes, helping ensure quality and continuity through that transition.

Key Responsibilities

Serve as the subject matter expert for investor services, including capital calls, distributions, capital account statements, and related transaction activity
Own SLA oversight for investor services deliverables by monitoring completion status, identifying at-risk items, and driving resolution before deadlines are missed
Act as the first escalation point for analysts with questions on processing, data validation, or client-specific requirements
Train new analysts on investor services workflows, data standards, and client expectations; develop and maintain training materials and process documentation
Engage directly with clients to address questions, resolve discrepancies, and provide updates on deliverable status
Partner with Client Service team members to ensure data is accurate and ready for reporting cycles
Own process integrity as workflows evolve, identifying gaps or quality issues as automation takes on more of the execution and ensuring standards are maintained through the transition
Serve as a key voice in how analyst responsibilities shift as AI handles more routine work, helping the team adapt without sacrificing accuracy or client experience
Identify patterns in data issues or SLA risk and recommend process improvements to increase speed, accuracy, and consistency
Collaborate with management on capacity planning, quality reviews, and service delivery feedback

Qualifications & Requirements

Bachelor's degree in finance, accounting, economics, business, or related field
4+ years of experience in investment operations, fund accounting, or private markets data operations (direct experience with capital call, distribution, and capital account processing strongly preferred)
Deep understanding of private equity and venture capital fund structures, capital call and distribution mechanics, and LP reporting
Demonstrated ability to explain complex processes clearly, whether training a new analyst or responding to a client question
Comfortable navigating change and ambiguity, particularly as it relates to evolving workflows and the role of automation in day-to-day operations
Strong SLA awareness and a track record of meeting tight deadlines with high accuracy
Comfortable operating independently and making judgment calls without needing day-to-day managerial direction
Proficient in Microsoft Excel; familiarity with fund administration or data management platforms a plus
Strong written and verbal communication skills, including experience in client-facing interactions

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

Private Equity Data Operations, Investor Services Lead

LP Analyst

Dallas, TX

About the Company

LP Analyst

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