Lead LP Associate

Job Summary: We are searching for a knowledgeable and detail-oriented Private Equity and Limited Partnership Associate. 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 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 LP stakeholders 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.

Sales Support & Stakeholder Engagement:

• Actively participate in the fundraising process and prospect discussions, showcasing Clearwater's investment strategy and value proposition.
• Collaborate with cross-functional teams to improve operational workflows and address any challenges.

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.
• 5+ 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.