Portfolio Operations Specialist
Intro description:
Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.
Portfolio Operations Specialist
We are seeking a Portfolio Operations Specialist to support our Litigation Finance Portfolio Monitoring team through legal research, case analysis, and portfolio monitoring. This role sits at the intersection of law and investing, combining paralegal expertise with analytical rigor to evaluate and track investments in litigation.
You will work closely with attorneys, investment professionals, and cross-functional teams to assess opportunities, monitor active matters, and produce clear, actionable insights. This is an opportunity to contribute to a fast-paced, technology-driven investment platform operating at the forefront of legal finance.
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 firmLegal 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
Preferred Qualifications
Exposure to financial analysis, underwriting, or investment-related work
Familiarity with litigation finance, credit investing, or legal risk assessment
Experience drafting memoranda or case summaries for decision-making purposes
Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.
Portfolio Operations Specialist
We are seeking a Portfolio Operations Specialist to support our Litigation Finance Portfolio Monitoring team through legal research, case analysis, and portfolio monitoring. This role sits at the intersection of law and investing, combining paralegal expertise with analytical rigor to evaluate and track investments in litigation.
You will work closely with attorneys, investment professionals, and cross-functional teams to assess opportunities, monitor active matters, and produce clear, actionable insights. This is an opportunity to contribute to a fast-paced, technology-driven investment platform operating at the forefront of legal finance.
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 firmLegal 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
Preferred Qualifications
Exposure to financial analysis, underwriting, or investment-related work
Familiarity with litigation finance, credit investing, or legal risk assessment
Experience drafting memoranda or case summaries for decision-making purposes