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LP Analyst

Independent advisory for private equity decisions

Business Development Analyst

Full-Time
No salary listed
Entry, Junior, Mid
Bachelor's
Dallas, TX, USA
In Person
Sales & Account ManagementSales Operations

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 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

  • LP Analyst posted active hiring on September 25, 2026, across five Dallas roles.
  • The firm attended ILPA MCON and SuperReturn Berlin in June 2026.
  • Its September 2026 careers page signals continued product and client-service investment.

What critics are saying

  • Competitors Allvue, Dynamo, Chronograph, BISON, and Allocator attack its core workflow.
  • No public funding disclosure limits scale against better-capitalized software vendors.
  • By 2027, bundled LP analytics from FactSet or Allvue compresses standalone pricing.

What makes LP Analyst unique

  • LP Analyst combines LP portfolio software, managed data collection, and advisory services.
  • The platform targets institutional LPs with benchmarking, fee validation, ESG, and diligence tools.
  • Updated October 1, 2026, it serves 100-plus investors managing $2 trillion.

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Benefits

  • Health Insurance
  • Dental Insurance
  • 401(k) Retirement Plan
  • Parental Leave
  • Paid Vacation