Document Administrator

Posted 13 Days Ago
Be an Early Applicant
Dallas, TX
Entry level
Financial Services
The Role
The Document Administrator collaborates with the Private Asset Analyst team to collect and organize documents from investor portals, interact with investment manager teams, track reporting timelines, maintain client document warehouses, and respond to requests, while supporting data and analytics projects.
Summary Generated by Built In

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. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers.

If you are a highly organized person who would like to join a team of innovative professionals in the private asset analytics space, 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

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?

  • Professional development programs, such as a comprehensive Private Asset Training Program for new hires and regular teach-ins on business and industry topics and themes
  • Early opportunities for advancement for strong performers
  • Company-sponsored 401k plan, healthcare and dental insurance plans
  • Paid time-off that increases with tenure at the firm, plus an annual volunteer day of your choice
  • Friendly and collaborative company culture with frequent company-sponsored team events and happy hours and casual dress code
  • Great office located in the arts district downtown with paid parking, free snacks and many other office perks
The Company
HQ: Dallas, TX
41 Employees
On-site Workplace
Year Founded: 2011

What We Do

LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.

The firm supports limited partners, general partners, and advisors with data-driven, actionable analyses to support decision making and enhance returns.

LP Analyst’s founders have worked together for more than 10 years, advised on more than $50B in assets, and leverage backgrounds in investment banking, consulting, and secondary advisory.

For more information, contact Bill Farrell at [email protected] or visit www.lpanalyst.com

Follow on Twitter:
@LPAnalyst

Connect on LinkedIn:
www.linkedin.com/in/billfarrell3
www.linkedin.com/in/katitapalamar

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