Full-Time

LP Analyst

LP Analyst

LP Analyst

11-50 employees

Independent advisory for private equity decisions

No salary listed

Dallas, TX, USA

In Person

Category
Accounting (1)
Required Skills
Excel/Numbers/Sheets

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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
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

LP Analyst provides independent advisory and data-driven analyses for the private equity community, supporting limited partners, general partners, and advisors to guide decisions and improve returns. Its offerings come from founders with 10+ years of collaboration and experience advising on more than $50B in assets, drawing on investment banking, consulting, and secondary advisory backgrounds. The service delivers data-backed reports that help clients assess opportunities, monitor portfolios, and evaluate risk in clear, actionable formats. The goal is to offer objective, practical decision support to the private equity ecosystem to help clients enhance returns.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2011

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Simplify Jobs

Simplify's Take

What believers are saying

  • Growing portfolio monitoring automation increases demand for LP Analyst’s cloud platform.
  • Independent valuation and due diligence needs align with its project-based advisory services.
  • Its broad LP, GP, and advisor customer base supports cross-sell expansion.

What critics are saying

  • Large data platforms are automating monitoring workflows and compressing outsourced demand.
  • Project-based valuations face commoditization as buyers standardize on fewer vendors.
  • Founder dependence creates key-person risk if Bill Farrell or Katita Palamar departs.

What makes LP Analyst unique

  • LP Analyst combines LP Analyser, GP Analyser, and Secondary Valuation in one platform.
  • Founded in 2011, it brings over a decade of institutional private equity experience.
  • Its Dallas-based team focuses on independent valuations, diligence, monitoring, and active management.

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Benefits

Health Insurance

Dental Insurance

401(k) Retirement Plan

Parental Leave

Paid Vacation