Full-Time

Private Equity Data Operations Analyst

Updated on 9/3/2026

LP Analyst

LP Analyst

11-50 employees

Independent advisory for private equity decisions

No salary listed

Dallas, TX, USA

In Person

Bachelor's

Category
Data & Analytics (1)
Required Skills
Power BI
SQL
Data Analysis
Excel/Numbers/Sheets

Get referred to LP Analyst

See people who can refer or advise you

Requirements
  • A bachelor's degree in business, finance, accounting, economics, mathematics, or a related field.
  • Strong academic performance with demonstrated analytical thinking.
  • Zero to two years of prior internship or work experience in finance, investment operations, data analysis, or similar roles.
  • Strong attention to detail and a commitment to data accuracy.
  • Ability to interpret financial statements and structured investment data.
  • Comfort working with technology and tools such as Excel.
  • Ability to learn quickly, take ownership of tasks, and meet deadlines while working in a collaborative team environment.
  • Strong written and verbal communication skills, with the ability to interact effectively with internal teams and external investment managers.
  • An interest in private assets, financial data, and analytics.
Responsibilities
  • Interpret and validate data extracted from private equity investment financial statements, including capital account details, cash flows, and fund terms, using internal tools and artificial intelligence-assisted workflows.
  • Prepare and structure investment data for ingestion into internal systems with a focus on accuracy and consistency.
  • Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and managers, through hands-on work and ongoing training.
  • Collaborate with other teams to complete client deliverables and research tasks.
  • Communicate with investment managers to request documents or clarify data points.
  • Build familiarity with private market investment strategies through ongoing exposure to investment reporting and manager communication.
  • Contribute to improving internal processes and data standards by identifying recurring issues and proposing solutions.
  • Take on more advanced data validation and exception handling responsibilities as experience and subject matter knowledge grow.
  • Support client-specific reporting and data requests in coordination with the Client Services team as experience develops.
Desired Qualifications
  • Familiarity with Power BI or SQL is a plus.

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

Get referred to LP Analyst

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • LP Analyst listed 11 open Dallas roles on July 18, 2026, showing expansion.
  • The team attended ILPA MCON 2026 and SuperReturn Berlin 2026, strengthening LP sales access.
  • New hires joined in August 2026, confirming continued demand and operating momentum.

What critics are saying

  • SS&C, Dynamo, and Juniper Square pressure pricing as LP analytics commoditizes in 2026.
  • LP Analyst's Dallas-only hiring stack creates concentration risk if recruiting slows this year.
  • If clients internalize reporting stacks, LP Analyst becomes a replaceable service vendor by 2027.

What makes LP Analyst unique

  • LP Analyst owns LP-focused private asset monitoring, not broad fund admin software.
  • Its August 2026 site touts cloud analytics, reporting, and intelligence for institutional LPs.
  • Founder-operators claim $50B advised, signaling credible workflow expertise in private equity.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

401(k) Retirement Plan

Parental Leave

Paid Vacation