Financial Terms Management Associate Analyst

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 teams 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.

Request Intake and Workflow Management

• 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.

Documentation and Recordkeeping

• 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.

System Configuration and Support

• 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.

Process Improvement and Special Projects

• 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.

Salaries vary by location and are based on numerous factors including but not limited to the relevant market skills experience and education of the selected candidate. If an estimated salary range for this role is available it will be provided in our Target Salary Range section. Our compensation package also includes bonus eligibility and a comprehensive benefits program. Benefits information can be found at Salary Range

Qualifications