You will work closely with our client services and business development teams to understand client reporting and analytics needs, and coordinate with internal product, data, and development teams to deliver against them.
Experience with Power BI, Power Platform, SQL, and Microsoft Fabric is valuable and you will work with each of them in this role. This position prioritizes product thinking, problem solving, and the ability to learn new tools over depth in any single technology.
Key Responsibilities
Support and maintain client-facing analytics products in production, including Power BI reporting, client applications, and data delivery
Manage the intake, triage, and resolution of client-reported issues and enhancement requests
Partner with the client services team to respond to client questions regarding product functionality, data, and reporting
Identify recurring issues and recommend product-level solutions in place of repeated manual workarounds
Gather and document business requirements from the client services team and client stakeholders, and translate them into scoped, prioritized work
Coordinate with data engineering and software development teams to move client requests through delivery
Support development work originating from new client implementations
Validate delivered work against requirements using SQL, Excel, and Power BI
Identify opportunities to generalize client-specific solutions into repeatable product offerings
Support the evaluation, packaging, and positioning of new product offerings
Research and evaluate new functionality for client-facing BI and analytics platforms
Coordinate with the client services team on client-facing change management activities, including advance notification, documentation, and rollout communication
Track timelines and priorities across concurrent client initiatives and provide status updates to stakeholders
Maintain technical and process documentation for client products
Identify and implement AI-enabled tools and workflows to improve efficiency, consistency, and turnaround time across client delivery
Qualifications and Skills
Bachelor’s degree in Business Administration, Information Systems, Computer Science, Finance, or a related discipline
1-4 years of experience in product management, business analysis, client solutions, consulting, or analytics in a technology-driven or data-driven organization
Strong analytical and problem-solving skills, with the ability to structure ambiguous business problems and drive them to resolution
Exceptional communication skills, both written and verbal, with the ability to convey technical information to non-technical stakeholders
Experience working directly with external clients or business stakeholders, and collaborating across client-facing and technical teams
High self-motivation with the ability to learn new tools and domains quickly, meet deadlines, and take on additional responsibility
Detail-oriented and organized, with the ability to manage multiple priorities in a fast-paced environment
Working knowledge of SQL, including the ability to write basic queries (SELECT, WHERE, JOIN, GROUP BY) to validate data and support testing
Familiarity with Power BI or a comparable business intelligence tool
Proficiency with Excel
Experience with project management and backlog tools (e.g., Azure DevOps, Jira, Asana)
Experience in financial services, private markets, or investment reporting is strongly preferred
Hands-on experience with Power BI and DAX, Power Apps, or Power Automate is a plus
Experience with Microsoft Azure, Microsoft Fabric, or comparable cloud data platforms is a plus
Applied experience using AI tools and assistants to improve business or delivery processes is preferred
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position
Why LP Analyst?
Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
A defined career path within the product team, with opportunities for advancement to Product Manager and beyond
Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
High-impact role providing transparency to the world’s leading institutional investors
Collaborative, high-performing team culture with smart, supportive colleagues
Company-sponsored 401(k) plan, healthcare, and dental insurance
Competitive compensation and fully paid parental leave
Generous paid time off that increases with tenure, plus an annual volunteer day
Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks
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| Location | Dallas, TX |
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