Financial Terms Management Associate Analyst
About The Position
The Financial Terms Management Associate Analyst will provide essential operational and administrative support to the Financial Terms Management team. This entry-level position is ideal for a detail-oriented, proactive individual seeking exposure to legal financial operations, workflow systems, and process optimization. The Associate Analyst will play a critical role in managing the team's intake and request tracking processes, supporting documentation practices, and assisting with the configuration, testing, and improvement of systems that support financial terms governance. By taking ownership of foundational activities, the Associate Analyst enables more senior team members to focus on technical and strategic priorities.
Requirements
- Bachelor's degree
- Proficiency in Microsoft Excel, Outlook, and other Microsoft Office applications
- Strong organizational skills
- Strong attention to detail
- Good judgment
- Strong interpersonal communication skills
- Strong analytical and problem-solving skills
- Able to work harmoniously and effectively with others
- Able to preserve confidentiality and exercise discretion
- Able to work under pressure
- Able to manage multiple projects with competing deadlines and priorities
Nice To Haves
- Experience in an administrative, operational, or finance-related role
- Experience with Smartsheet, Intapp, 3E, or similar workflow and financial systems
- Familiarity with legal or professional services environments
Responsibilities
- Manage the central Financial Terms Management mailbox, serving as the first point of contact for incoming requests and transitions. Review and organize incoming messages; categorize requests by type.
- Enter and track each request in Smartsheet-based work management trackers, assigning ownership, categorizing by request type, and setting the initial workflow stage in collaboration with team leadership.
- Route or escalate complex or ambiguous requests to team leadership for review, direction, or prioritization as appropriate.
- Monitor request status, follow up on outstanding items, and support end-to-end visibility for intake activities.
- Support the organization and retention of documents in NetDocs in accordance with firm and team policies.
- Assist in documenting financial terms in both systems and supporting materials, ensuring information is recorded accurately and consistently, as directed.
- Assist in maintaining validation lists and centralized financial terms configurations.
- Support system testing activities related to workflow changes, new feature rollouts, or financial term enhancements, as directed by team leadership.
- Participate in data cleanup and integrity checks to support the accuracy and reliability of financial terms data.
- Support team leadership in identifying and evaluating process improvements and automation opportunities by providing observations, feedback, and relevant data from daily activities.
- Assist team leadership with the documentation of current workflows, procedures, and training materials to inform process reviews and updates.
- Provide input and logistical support to team leadership on special projects focused on technology enhancements, process improvements, and workflow optimization.
- Provide general support to assist the team with other business process activities and priorities as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Professional, Scientific, and Technical Services
Number of Employees
1,001-5,000 employees
