Document Coordinator

2 days ago


Dallas, Texas, United States LP Analyst Full time
About LP Analyst

LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to provide better, more actionable decision-making intelligence to today's demanding investors.

We take a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. Our team of innovative professionals in the private asset analytics space works closely with clients to synthesize information, through our proprietary reporting and analytics platform, for key decision makers at their investment programs, including private asset class leads and chief investment officers.

Job Summary

The Document Administrator has an administrative role and works alongside the Private Asset Analyst team, playing several key roles in helping LP Analyst's clients achieve success:

Key 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
  • Work with the firm's data and analytics team on various 'ad hoc' projects
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 downtown area with paid parking, free snacks and many other office perks


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