LP Analyst · 5 months ago
Document Administrator
Dallas, TX
Full-time
Onsite
New Grad, Entry LevelLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm. The Document Administrator plays a key role in coordinating document collection and organization, supporting the Private Asset Analyst team in delivering successful outcomes for clients.
AnalyticsFinancial Services
Responsibilities
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
Qualification
Required
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
Benefits
Company-sponsored 401(k) plan
Healthcare
Dental insurance
Competitive compensation
Fully paid parental leave
Generous paid time off that increases with tenure
Plus an annual volunteer day
Casual dress code
Frequent team events
Downtown Dallas office with paid parking
Free snacks
Other perks
Company
LP Analyst
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Farrell
Co-Founder, Portfolio Managed Data and Technology
Katita Palamar
Co-Founder, Private Asset Portfolio Management Data and Technology
Company data provided by crunchbase