Portfolio Operations Specialist

🕒 April 28

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Legalist

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💸 Finance

🤖 Artificial Intelligence

💰 $100M Venture Round on 2019-09

Finance • Artificial Intelligence • Investments

Legalist is a technology-powered investment firm specializing in alternative assets. Founded in 2016 and incubated at Y Combinator, Legalist launched its first fund in 2017. The company manages nearly $1 billion in technology-enabled alternative investments for endowments, foundations, hospitals, insurance companies, and family offices. Legalist employs artificial intelligence to identify investments from public datasets and focuses on providing uncorrelated yield for institutional investors. Their strategies include litigation finance, bankruptcy, and government receivables.

📋 Description

• 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

🎯 Requirements

• 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