Private Equity Analytics Senior Analyst
LP Analyst
- Dallas, TX
- Permanent
- Full-time
- Overseeing and developing a team of analysts working on client deliverables
- Managing and monitoring the timely and accurate delivery of client dashboard analytics and reporting deliverables for your team and your clients
- Serving as project manager for multiple engagements with institutional investor clients
- Overseeing production and development of client-specific reporting and dashboard analytics
- Developing relationships with clients and collaborating to better serve unique needs
- Coordinating with clients and private asset managers to collect relevant data
- Working across Private Asset strategies including: Private Equity, Venture Capital, Real Estate, Real Asset, Infrastructure and Credit
- Bachelor’s degree in finance, accounting, economics, math or other related field (though other majors will be considered)
- 1-3 years of financial services experience
- Strong Excel skills (advanced formulas and functions)
- Exceptionally high attention to detail when managing and analyzing large data sets
- Strong organization skills regarding managing a team with multiple priorities
- Power BI proficiency a plus
- 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
- Ability to deliver feedback and provide mentorship to less experienced team members
- Positive attitude, energy and overall enthusiasm for learning about private assets and financial analytics
- Professional development programs, such as 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