LP Team Lead

Job Description Job Summary: LP Team Lead We are searching for a knowledgeable and detail-oriented Private Equity and Limited Partnership Specialist. This individual will play a crucial role in managing private equity fund operations while ensuring the success and satisfaction of our limited partners (LPs). The ideal candidate will be a people manager with strong analytical skills and the ability to communicate Clearwater's value proposition effectively to various stakeholders. Key Responsibilities: Fund Management: - Oversee all administrative tasks related to private equity funds, including managing investor subscriptions, redemptions, and communications. - Maintain accurate fund records and ensure compliance with relevant regulations. Limited Partnership Relations: - Act as the primary point of contact for limited partners, addressing inquiries, providing updates, and ensuring a high level of client satisfaction. - Prepare and distribute regular reports to LPs regarding fund performance, investment strategies, and market insights. Due Diligence & Investment Analysis: - Conduct robust due diligence on potential investments, performing financial analyses, market assessments, and risk evaluations. - Develop investment memos and presentation materials summarizing findings for internal decision-making and external communications with LPs. Portfolio Management: - Monitor and analyze the performance of portfolio companies, including key financial and operational metrics. - Prepare and present performance reports to internal teams and LPstakeholders on a regular basis. Project Management: - Lead and manage strategic initiatives and projects related to fund operations and LP engagement. - Create detailed project plans, track progress, and ensure timely delivery of objectives. Quality Assurance & Content Development: - Plan, design, and implement quality assessments for investment materials and reports to maintain high standards of accuracy and relevance. - Utilize automation and manual processes to validate the integrity of financial and operational data. Trend Analysis & Innovation: - Stay updated on industry trends and innovations in private equity and LP management, recommending improvements and new ideas to enhance our offerings. - Lead efforts to develop Directly Responsible Individual (DRI) cases that align with business objectives and demonstrate return on investment (ROI). Team Leadership: - Mentor and guide junior team members, fostering a collaborative and growth-oriented environment. - Develop and implement team training to enhance skills and knowledge related to private equity and LP engagement. Required Skills and Qualifications: - Bachelor's or master's degree in finance, business, or a related field. - 10+ years of relevant experience in private equity, investment banking, or a related finance role, with specific experience in limited partnership management preferred. - Strong understanding of private equity fund structures and operations, including LP dynamics. - Excellent analytical skills with a proficiency in financial modeling and analysis tools. - Strong project management capabilities with the ability to handle multiple initiatives simultaneously. - Exceptional verbal and written communication skills, with a keen attention to detail. - Proficient in Microsoft Office Suite and financial analysis software. - Knowledge of regulatory frameworks and compliance requirements related to private equity and LPs is desirable. - Proven ability to build and maintain relationships with internal teams and external stakeholders.