Document Administrator
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.
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
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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