Description:
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:
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 learning about private assets and financial analytics