Associate Analyst

Job Description: 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 team’s 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. Duties and Responsibilities 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.