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LP Analyst

Independent advisory for private equity decisions

Business Development Analyst

Sales OperationsConfirmed live in the last 24 hours
Full-timeDallas, TX, USANo salary listedIn-person

About the Job

Requirements

  • A Bachelor's degree in business administration, finance, accounting, or a related field with a GPA of 3.3 or higher is required.
  • Zero to three years of business-related experience, such as investments, valuation, consulting, back office, research, or banking, is required.
  • Strong understanding of financial markets and the investment process is required.
  • Strong Microsoft Excel skills, including advanced formulas and functions, are required.
  • Strong Microsoft PowerPoint proficiency and experience producing client-ready deliverables are required.
  • High attention to detail and technical aptitude with systems for analysis, reporting, storage, and measurement of large data sets are required.
  • Strong time management skills and the ability to handle multiple projects concurrently are required.
  • Ability to work as part of a growing team to implement and improve processes and technologies is required.
  • Ability to learn quickly, meet deadlines, and seek additional leadership roles is required.
  • Excellent written and verbal communication and interpersonal skills are required.
  • Enthusiasm for private assets and financial analytics is required.

Responsibilities

  • Work directly with senior team members to source, track, and convert opportunities related to the firm's products and services.
  • Organize and conduct marketing and sales campaigns to build and maintain relationships with potential clients.
  • Prepare pre-call and pre-meeting notes and ensure that necessary materials and information are ready for calls and meetings with institutional investors, fund managers, intermediaries, and other stakeholders.
  • Prepare potential client follow-up materials, including presentations, proposals, overlap analyses, and reference lists, to address monitoring, diligence, valuation, and other consulting needs.
  • Assist with trial setup by performing overlap analysis, managing the fund selection process, configuring trial access settings, and handling initial formatting and dashboard changes.
  • Maintain accurate records and pipeline activity based on account interactions, opportunities, and prospective and current client contracts.
  • Work with Onboarding, Development, Client Coverage, Fund Coverage, and Operations teams to manage prospective client requests, feedback, and inquiries appropriately.
  • Contribute to marketing, branding, and social media initiatives, including maintaining social media accounts and assisting with conference preparations.

Desired Qualifications

  • VBA or macros experience is considered a plus.

About the Company

LP Analyst

Independent advisory for private equity decisions

LP Analyst provides independent advisory and analysis solutions for the private equity investment community, serving limited partners, general partners, and advisors with data-driven analyses to aid decision making and improve returns. It delivers data-backed, actionable analyses and reports drawn from founders’ experience advising on over $50 billion in assets, applying backgrounds in investment banking, consulting, and secondary advisory. It differentiates itself with independent, objective insights tailored to LPs, GPs, and advisors, based on a long track record and practical decision support. Its goal is to support decision making across the private equity ecosystem and help clients enhance returns through rigorous, data-driven analysis.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Dallas, TX
Founded
2011

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