Investment Document Operations Specialist

Duke University; Durham (NC); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical and dental benefits

Generous retirement benefits

Job summary

DUMAC, Inc. seeks a Document Operations Specialist to support the efficient capture, organization, and delivery of critical investment documents across its technology ecosystem.

You will ensure documents from investment managers are received, classified, tracked, and available for stakeholders when needed. This role works with Finance, Operations, Legal, and Investments teams to maintain data accuracy, support audits, and drive process improvements.

Qualifications

• Bachelor’s degree in a related field is required.
• Experience with process improvement, workflow enhancements, or automation initiatives.
• Experience creating or maintaining reports, dashboards, or tracking tools using Excel, SharePoint, Power BI, or similar platforms.
• 1+ year in document management, operations, data administration, or a similar role.

Responsibilities

• Monitor daily document activity and validate flow of documents and data.
• Investigate discrepancies and ensure document accuracy and completeness.
• Apply naming conventions, tagging, and classification to maintain quality and accessibility.
• Coordinate with internal stakeholders to keep documents organized and searchable.
• Maintain document tracking logs and reporting calendars.
• Produce operational reports on document status and ingestion volumes.

Skills

Document management

Attention to detail

Process improvement

Cross-functional collaboration

Audit/verification

Education

Bachelor's degree in Business, Finance, Information Management, Information Systems, Library and Information Science, Operations, or related field

Tools

Canoe

Backstop

Excel

SharePoint

Power BI

Microsoft 365

Job description

DUMAC, Inc. seeks a Document Operations Specialist to support the efficient capture, organization, and delivery of critical investment documents across its technology ecosystem.

You will ensure documents from investment managers are received, classified, tracked, and available for stakeholders when needed. This role works with Finance, Operations, Legal, and Investments teams to maintain data accuracy, support audits, and drive process improvements.