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
Skills Required
- Advanced knowledge of investment accounting principles, with focus on LP structures
- Proven leadership skills to guide workstreams and manage project delivery
- Understanding of investment performance metrics, risk exposure, and valuation methodologies
- Familiarity with alternative investments, private equity, and accounting or audit practices
- Advanced understanding of financial markets (alternatives, derivatives, structured products, fixed income)
- Experience with relational database principles and SQL querying
- Strong project management skills and ability to manage multiple priorities under pressure
- Proficiency with Microsoft Office Suite and strong documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving and analytical abilities
- Bachelor's or Master's degree in Finance, Accounting, or Business Administration
- 3+ years relevant experience in alternative investments, private equity, or LP relationship roles
What the Team is Saying
_1.jpg)
_1.jpg)
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
-
Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
-
Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
-
Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
Gallery
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
