Limited Partner Relations Associate
Customer-facing LP Relations Associate handling investor inquiries, escalations, and complex fund workflows while identifying automation opportunities. Requires 2-3+ years customer-facing operational experience, ideally in fintech or startups.
About the job
Responsibilities
- Be the expert on our investor platform and funds, especially the cases that don’t fit the standard path
- Partner with fund counsel, CFOs, and other external stakeholders to execute critical workflows and drive outcomes
- Lead the hardest investor and GP conversations: diligence calls, frustrated stakeholders, time-sensitive closings, and cases with no playbook
- Be the first line for LP questions on fund economics, capital calls, wire and banking issues, distributions, subscription documents, K-1/tax questions, and fund reporting
- Drive escalations to resolution by bringing in the right partners across legal, tax, sales, banking, and product
- Identify recurring investor issues and edge cases, translate them into clear product feedback, and increasingly use AI and coding tools to prototype or ship fixes yourself
- Turn repetitive work into workflows and automations that help the team scale
- Manage relationships for a set of key accounts
Requirements
- 2-3+ years in a customer-facing role with operational responsibilities, ideally at a startup or in fintech
- Clear and calm under pressure: handle hard calls, write clearly, de-escalate frustrated stakeholders, and keep complicated issues moving without losing trust
- Use AI tools to make yourself and the people around you more effective
- Track record of driving projects from idea to outcome: scoping the work, pulling in the right people, and pushing it forward without hand-holding
- Genuine curiosity about venture, private markets, and the mechanics of how capital moves
- Don’t wait for permission to solve a problem
Skills
Customer Relationship Management, Stakeholder Communication, Escalation Management, Process Automation, AI Tools, Fund Operations, Document Management, Capital Calls, Distributions, K-1/Tax Reporting
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