Document Administrator

LP Analyst, LP; Dallas (TX); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k) plan

Healthcare

Dental insurance

Paid parking

Job summary

LP Analyst is seeking a Document Administrator to support the Private Asset Analyst team by coordinating document collection, organizing by type, and maintaining the document warehouse for clients. You'll interact with back-office teams, manage reporting timelines, and assist with ad hoc data projects in a growing private asset analytics setting.

The role emphasizes meticulous data handling, strong MS Office skills, and clear communication to ensure timely delivery and client satisfaction within

Qualifications

• Bachelor's degree preferred (GPA 3.0+).
• Experience in administrative or organizational roles is a plus.
• Strong attention to detail with large data sets anticipated.
• Excellent written and verbal communication skills.

Responsibilities

• Coordinate collection of documents from investor portals.
• Organize documents by type and tagging classifications.
• Interact with investment manager back-office teams.
• Track reporting timelines and trigger workflows.
• Deliver and maintain the document warehouse for clients.
• Support benchmark with document collection and investor requests.
• Respond to global client and team requests.
• Collaborate with data team on ad hoc projects.

Skills

Microsoft Office

Attention to detail

Team collaboration

Communication skills

Learn quickly

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Company Overview

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 get better, more actionable decision-making intelligence into the hands of today’s demanding investors.

Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients.

If you are a high achiever with apassion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.

LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.

Job Summary

TheDocument 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:

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 global client and LP Analyst team requests
• Work with the firm's data and analytics team on various 'ad hoc' 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 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 learningaboutprivate assets and financial analytics

Why LP Analyst?

• Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
• Early opportunities for advancement for top-performing analysts
• Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
• Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
• High-impact role providing transparency to the world’s leading institutional investors
• Collaborative, high-performing team culture with smart, supportive colleagues
• Company-sponsored 401(k) plan, healthcare, and dental insurance
• Competitive compensation and fully paid parental leave
• Generous paid time off that increases with tenure, plus an annual volunteer day
• Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks

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