Document Coordinator
4 weeks ago
The Document Administrator role at LP Analyst is an administrative position that plays a crucial part in helping our clients achieve success. As a key member of our Private Asset Analyst team, you will be responsible for coordinating the collection of documents from private asset manager investor portals, organizing documents by type and tagging relevant classifications, interacting with investment manager back-office teams, keeping track of reporting timelines and triggering execution team workflows, delivering and maintaining the document warehouse for clients, supporting the firm's benchmark with document collection and investor information requests, and responding to global client and LP Analyst team requests.
Responsibilities
- Coordinate the collection of documents from private asset manager investor portals
- Organize documents by type and tag relevant classifications
- Interact with investment manager back-office teams
- Keep track of reporting timelines and trigger execution team workflows
- Deliver and maintain the document warehouse for clients
- Support the firm's benchmark with document collection and investor information requests
- Respond to global client and LP Analyst team requests
Requirements
- Bachelor's degree preferred (GPA of 3.0+)
- No experience necessary, but experience in an administrative or organizational role is a plus
- Strong experience with Microsoft Office suite
- Exceptionally high attention to detail when managing and analyzing large data sets
- Ability to work as part of a growing team to constantly implement and improve process and technology
- High self-motivation with ability to learn quickly, meet deadlines, and seek additional leadership roles
- Excellent written/verbal communication and interpersonal skills
- Positive attitude, energy, and overall enthusiasm for learning about private assets and financial analytics
Why LP Analyst?
- Professional development programs, such as a comprehensive Private Asset Training Program for new hires and regular teach-ins on business and industry topics and themes
- Early opportunities for advancement for strong performers
- Company-sponsored 401k plan, healthcare, and dental insurance plans
- Paid time-off that increases with tenure at the firm, plus an annual volunteer day of your choice
- Friendly and collaborative company culture with frequent company-sponsored team events and happy hours and casual dress code
- Great office located in the arts district downtown with paid parking, free snacks, and many other office perks
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