Private Equity Client Service Analyst
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
- 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
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