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Serve as primary strategic relationship owner for institutional private equity clients, delivering timely, accurate portfolio reporting and insights, coordinating internal teams, improving processes, and managing client communication to support decision-making and firm growth.

Support LP Analyst's business strategy and client solutions by engaging in marketing efforts, conducting relationship development, and assisting in data analytics tasks.

The Document Administrator supports the Private Asset Analyst team by managing document collections from investment managers, organizing documents, tracking reporting timelines, and assisting with various projects and client requests.

The role involves interpreting, validating, and structuring private equity investment data, collaborating with teams, and communicating with investment managers, while improving internal processes and data standards.

Manage day-to-day office operations, vendor and building relations, event planning, IT/AV support coordination, onboarding logistics, inventory and equipment management, reception/mail handling, expense tracking, scheduling assistance, and office safety compliance.

The Investor Services Lead manages client deliverables, ensures SLA compliance, trains analysts, and improves investor services workflows, including automation integration.