[Remote] Portfolio Operations Specialist
Note: The job is a remote job and is open to candidates in USA. Legalist is a tech-enabled alternative asset manager specializing in uncorrelated legal and government-payment assets. The Portfolio Operations Specialist will support the Litigation Finance Portfolio Monitoring team through legal research, case analysis, and portfolio monitoring, working closely with attorneys and investment professionals to track investments in litigation.
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
Skills
- 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
- 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
Company Overview