Portfolio Operations Specialist

Key Responsibilities

• Review and analyze legal documents, case filings, and supporting materials to inform underwriting and portfolio monitoring
• Conduct legal, factual, and background research, including identifying analogous cases and relevant developments
• Support due diligence efforts by evaluating counterparties, legal claims, and associated risks
• Organize, index, and maintain case files, investment documentation, and internal records
• Track key case developments, deadlines, and portfolio performance across active matters
• Draft clear and concise summaries, memoranda, and internal reports on legal and investment findings
• Collaborate cross-functionally with legal, underwriting, operations, and technology teams
• Contribute to process improvements, workflow management, and data organization across the portfolio
• Provide general support on special projects related to legal analysis, compliance, and investment operations

Qualifications

• Bachelor's degree in Political Science, History, Economics, Law, Business, or a related field (or equivalent experience)
• 3–5+ years of relevant experience, such as: Paralegal experience at an AmLaw 200 or comparable firm
• Legal research, compliance, investigations, or litigation support roles
• Proficiency with legal research tools such as LexisNexis and Westlaw
• Strong analytical, research, and writing skills with the ability to synthesize complex legal and financial information
• Experience reviewing legal documents and managing case-related workflows
• High attention to detail with strong organizational and document management skills
• Ability to communicate complex concepts clearly, both written and verbally
• Comfortable working in a fast-paced, evolving environment with shifting priorities
• Ability to collaborate effectively across multidisciplinary teams