Document Administrator

LP Analyst • Dallas, TX

6d

About The Position

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:

Requirements

• 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

Nice To Haves

• No experience necessary, but experience in an administrative or organizational role is a plus

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees