Business Analyst & Project Manager

Company Overview

LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.

Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers.

If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.

LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.

Job Summary

LP Analyst is seeking a highly motivated and detail-oriented Business Analyst & Project Manager (BA/PM) to join our growing team. This role plays a critical function in connecting business priorities with technical execution, driving the successful delivery of both operational improvements and strategic product initiatives.

As we expand our platform’s capabilities and scale our internal operations, this role will bring greater focus and coordination to project execution. You will lead efforts to define business needs, manage cross-team collaboration, streamline workflows, and ensure projects stay aligned with strategic goals. This is a unique opportunity to shape innovative tools in the private asset analytics space.

Key Responsibilities

• Oversee the functional requirements and backlog for our SQL–backed internal application, which processes large volumes of financial data
• Use basic SQL queries, Excel, and Power BI to validate requirements, perform data checks, and support testing
• Collaborate with business and technical stakeholders to gather, document, and validate detailed business and functional requirements
• Act as a problem solver by breaking down ambiguous business challenges into actionable tasks
• Drive clarity and accountability through documentation, process mapping, and project tracking tools (e.g., Azure DevOps, Asana)
• Contribute to process improvement initiatives and support strategic planning efforts
• Coordinate internal teams to manage timelines, priorities, and resources across multiple concurrent projects
• Facilitate planning, progress tracking, and status updates to ensure milestones are met and risks are mitigated
• Establish and evolve Agile best practices and SDLC methodologies to support scalable and efficient project delivery
• Collaborate with product owners and leadership to prioritize backlogs and ensure alignment with business strategy
• Provide ongoing status reporting to stakeholders, highlighting progress, blockers, and resource needs
• Support change management activities including stakeholder communication and training rollout
  
  

Qualifications And Skills

• Bachelor’s degree in Business Administration, Information Systems, or a related discipline
• 2-5 years of experience in business analysis, project management, or a similar role in a technology-driven organization
• Experience in financial services, data-driven organizations, or analytics platforms is strongly preferred
• Strong analytical and problem-solving abilities, with experience in process mapping and root cause analysis
• Excellent communication and stakeholder management skills, with the ability to translate technical concepts for non-technical audiences
• Highly organized with attention to detail and the ability to manage multiple priorities in a fast-paced environment
• Basic SQL proficiency required (able to write simple queries (SELECT, WHERE, JOIN, GROUP BY) to validate data and support testing
• Proficiency with Excel and familiarity with Power BI for data validation and reporting
• Experience with project management and collaboration tools (e.g., Azure DevOps, Asana)
• Strong understanding of SDLC methodologies, including Agile, Kanban, Waterfall
• Experience leading Agile or hybrid projects; certification such as Scrum Master (CSM) is a plus
• 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
• Early opportunities for advancement for top-performing analysts
• 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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