Private Asset Document Coordinator
2 weeks ago
Company Overview
LPA is a leading provider of private asset analytics and consulting solutions. Our team works closely with prominent institutional investors and fund managers to deliver actionable decision-making intelligence.
Our Approach
We take a unique, data-driven approach to tackling complex challenges in the private asset space. This involves synthesizing large amounts of data through our proprietary reporting and analytics platform, providing valuable insights for key decision-makers at our clients' investment programs.
About the Role
The Private Asset Document Coordinator plays a crucial administrative role, working alongside our Private Asset Analyst team. Key responsibilities include coordinating document collection from investor portals, organizing documents by type, and interacting with back-office teams.
Responsibilities and Duties
- Coordinating 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
- Responding to client and LPA team requests
- Work with the firm's data and analytics team on various projects
Qualifications and Skills
- 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 implement and improve processes 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 LPA?
We offer professional development programs, including a comprehensive Private Asset Training Program, early opportunities for advancement, company-sponsored benefits, and a collaborative company culture.
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