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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.

New York, NYAccount ManagementHybrid2+ YOE

About the role

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 ManagementStakeholder CommunicationEscalation ManagementProcess AutomationAI ToolsFund OperationsDocument ManagementCapital CallsDistributionsK-1/Tax Reporting

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