Private Equity Client Relationship Manager

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 a highly motivated and detail-oriented individual to join our Client Service team as a Client Relationship Manager. This role is focused on leading relationships with institutional investor clients, overseeing portfolio monitoring and reporting deliverables, and managing junior team members. Client relationship managers play a key role in helping clients gain transparency into their private market portfolios through timely, accurate, and tailored analytics, while also contributing to internal process improvement and team development.


Responsibilities and Duties

• Lead relationships with institutional investor clients, acting as a trusted partner in delivering private asset monitoring and analytics solutions
• Manage the timely and accurate delivery of customized reporting and dashboard analytics for assigned clients
• Oversee the design, production, and refinement of client-specific reporting outputs across a variety of private market strategies
• Analyze investment portfolios across private equity, venture capital, real estate, infrastructure, real assets, and private credit strategies
• Mentor and manage a team of 3–5 analysts, providing guidance, oversight, and development opportunities
• Collaborate with internal teams to ensure smooth execution of client deliverables
• Support leadership of the Client Services team by helping to shape processes, training, and team coordination
• Contribute to firmwide initiatives related to process improvement, technology enhancements, and service innovation

Qualifications and Skills

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field (other majors considered with relevant experience)
• 2–4 years of experience in financial services, preferably in asset management, private markets, or investment operations
• Advanced Excel skills, including experience with complex formulas and template/model development
• Exceptional attention to detail, particularly when managing and analyzing large or complex datasets
• Strong critical thinking and problem-solving skills, especially in open-ended or client-specific situations
• Excellent organizational and time management skills, with the ability to lead projects across multiple clients and priorities
• Familiarity with Power BI or other data visualization tools a plus
• Proven ability to contribute to and improve internal workflows, systems, and documentation
• High self-motivation and initiative, with the ability to lead projects and mentor others
• Strong written and verbal communication skills, with comfort presenting to both clients and internal stakeholders
• Positive attitude and enthusiasm for learning and working in the private asset and institutional investment landscape

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