Private Equity Client Service Analyst

About the Role

LP Analyst is seeking motivated and detail-oriented individuals to join our Client Services team. As a Client Service Analyst, you'll play a key role in delivering high-quality private markets reporting and analytics to institutional investors. This role provides a unique opportunity to develop domain expertise in private assets, strengthen communication and project management skills, and grow into a client-facing role within the firm.

Key Responsibilities

• Gain hands-on exposure to private equity investment data by supporting early-stage data structuring and validation, in collaboration with the Data Operations team.
• Build expertise in client deliverables by using internal tools and workflows to review and organize private asset data including financial statements, capital account, and cash flows.
• Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and investment managers, through hands-on work and ongoing training.
• Assist in preparing and delivering reporting and analytics packages for institutional clients.
• Coordinate across internal teams to ensure high-quality, on-time client outputs.
• Review investment and portfolio data for completeness, consistency, and presentation quality.
• Contribute to ad hoc analysis, client dashboards, and materials for client meetings.
• Grow into a client-facing role by helping to answer questions, clarify data, and support recurring reporting cycles.

Qualifications & Tech Stack

• Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or a related field.
• Strong academic foundation with a demonstrated interest in private equity or institutional investing.
• 0–2 years of internship or professional experience in finance, investment operations, data analysis, or similar fields.
• Excellent organizational skills and strong attention to detail.
• Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment.
• Ability to interpret financial statements and structured investment data.
• Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus.
• Quick learner with a proactive mindset and the ability to take ownership of tasks while contributing to a collaborative team.
• Strong written and verbal communication skills.
• Positive attitude, team-oriented mindset, and eagerness to grow into a client-facing role with increasing responsibility.