Job Summary:
The Lead LP Associate manages relationships with Limited Partners (LPs) and
leads the onboarding process for new LP clients. This role collaborates with
clients and internal teams to develop tailored solutions for LPs' investment
accounting, performance measurement, compliance monitoring, and reporting needs.
Responsibilities:
* Serve as a subject matter expert on the firm's value proposition for LPs,
clearly communicating benefits and capabilities to clients.
* Lead client onboarding using established methodologies, ensuring solutions
align with client needs and internal processes.
* Provide training and ongoing support to LP clients on available services and
reporting tools.
* Own project workstreams end-to-end, communicating status, risks, and issues
to stakeholders and escalating for timely resolution.
* Troubleshoot and resolve client issues during onboarding and service
delivery, applying sound judgment to non-routine problems.
* Manage day-to-day relationships with clients and internal stakeholders,
building trust through accurate, responsive communication.
* Identify opportunities for process improvement and help implement
enhancements within the team.
* Share expertise with colleagues through informal mentorship or occasional
training sessions.
Required Skills:
* Solid knowledge of investment accounting principles, with familiarity with LP
structures.
* Working understanding of investment performance metrics, risk exposure, and
valuation methodologies.
* Familiarity with alternative investments, private equity, or accounting/audit
practices is a plus.
* Understanding of financial markets, including alternatives, derivatives,
structured products, and fixed income.
* Experience with relational databases and SQL querying preferred.
* Strong project management skills; able to manage multiple priorities under
pressure.
* Proficient in Microsoft Office Suite with strong attention to detail.
* Excellent verbal and written communication skills.
* Strong organizational and interpersonal skills; works well
cross-functionally.
* Strong problem-solving and analytical skills.
Education and Experience:
* Bachelor's degree in Finance, Accounting, Business Administration, or related
field.
* 3–8 years of relevant experience in alternative investments, private equity,
or LP relationships.
Boise Salary Range: $62,000 - $85,000 DOE
This is the pay range the Company believes it will pay for this position at the
time of this posting. Consistent with applicable law, compensation will be
determined based on relevant experience, other job-related
qualifications/skills, and geographic location (to account for comparative cost
of living). The Company reserves the right to modify this pay range at any time.
For this role, benefits include: health/vision/dental insurance, 401(k), PTO,
parental leave, and medical leave, STD/LTD insurance benefits. Clearwater
Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified
applicants will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national origin,
disability or veteran status, age or any other federally protected class