Lead LP Associate
Core
Manages relationships with Limited Partners (LPs) and leads the onboarding process for new LP clients, developing tailored solutions for investment accounting, performance measurement, compliance, and reporting.
Role type
Lead LP Associate
Builds
Tailored investment accounting and reporting solutions for LP clients
Domain
Alternative investments, Private Equity, Financial Services
Deliverable
client delivery
Required skills
Investment accounting principles, LP structures, investment performance metrics, risk exposure, valuation methodologies, relational databases, SQL querying, project management, Microsoft Office Suite
Preferred skills
Alternative investments, private equity, accounting/audit practices, financial markets (alternatives, derivatives, structured products, fixed income)
Responsibilities
Serve as subject matter expert on firm value proposition for LPs, lead client onboarding using established methodologies, provide training and ongoing support to LP clients, own project workstreams end-to-end, troubleshoot and resolve client issues, manage day-to-day relationships with clients and internal stakeholders, identify opportunities for process improvement
Seniority
Mid-Senior, hands-on IC
