Private Equity Analyst

4 weeks ago


Dallas, Texas, United States LP Analyst Full time
Private Equity Analyst Job Description

At LP Analyst, we're seeking a highly motivated and detail-oriented Private Equity Analyst to join our team. As a Private Equity Analyst, you will play a key role in helping our clients achieve success by analyzing and structuring private asset fund data, creating client-specific reporting and dashboard analytics, and collaborating with clients to better understand their unique requirements.

Responsibilities:
  • Oversee and execute reporting and analytics for multiple institutional investor program clients
  • Analyze and structure private asset fund data, including performance, underlying investment, and cash flow details
  • Exposure to diverse strategies, including private equity, venture, real estate, infrastructure, debt, and more
  • Coordinate with private asset managers to collect relevant data
  • Create client-specific reporting and dashboard analytics
  • Collaborate with clients to better understand their unique requirements
  • Perform 'ad-hoc' research on private asset strategies
  • Participate in projects focused on fund manager due diligence, secondary fund, and direct transaction valuation
Qualifications and Skills:
  • Bachelor's degree in business, finance, accounting, economics, math, or other related field (minimum 3.0 GPA)
  • 0-3 years of prior work experience in a business-related field
  • Strong Excel skills, including advanced formulas and functions (VBA/macros a plus)
  • Strong PowerPoint proficiency (experience working on client deliverables a plus)
  • Exceptionally high attention to detail when managing and analyzing large data sets
  • Ability to work as part of a growing team to constantly implement and improve process and technology
  • High self-motivation with ability to learn quickly, meet deadlines, and seek additional leadership roles
  • Excellent written/verbal communication and interpersonal skills
  • Positive attitude, energy, and overall enthusiasm for learning about private assets and financial analytics
Why LP Analyst?
  • Professional development programs, including a comprehensive Private Asset Training Program for new hires and regular teach-ins on business and industry topics and themes
  • Early opportunities for advancement for top-performing analysts
  • Company-sponsored 401k plan, healthcare, and dental insurance plans
  • Paid time-off that increases with tenure at the firm, plus an annual volunteer day of your choice
  • Friendly and collaborative company culture with frequent company-sponsored team events and happy hours and casual dress code
  • Great office located in the arts district downtown with paid parking, free snacks, and many other office perks


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