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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.

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.

Supports and enhances client-facing analytics products by triaging issues, gathering requirements, coordinating product and engineering delivery, validating solutions with SQL, Excel, and Power BI, and identifying scalable product opportunities. The role also supports product commercialization, client change management, documentation, prioritization, and AI-enabled workflow improvements while partnering with client services, business development, data, and software teams.

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.

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