Gathering data from various sources, including internal DMS systems, attorneys, and utilizing legal AI tools to extract data from documents, as well as third-party investor and market data sources such as PitchBook, Preqin, and S&P Capital IQ.
Identifying and correcting errors, inconsistencies, and missing data to ensure data quality across the fund lifecycle.
Manipulating and structuring data into a usable format for analysis, including data aggregation, filtering, and normalization.
Developing and maintaining processes to collect and maintain data.
Performing statistical analysis, identifying trends and patterns, and generating reports to visualize data insights.
Creating charts, graphs, and dashboards to effectively communicate data findings to stakeholders.
Proactively recommend improving methods to improve data quality standards and ensuring compliance with data privacy regulations.
Working with cross-functional teams to understand data needs and provide data-driven solutions.
Building and maintaining a taxonomy for funds work (e.g., fund vehicles, GPs/managers, LP investors, service providers, fund terms and side letters) so matter, CRM, and market data are consistently tagged and reportable across systems.
Tracking market and competitive signals relevant to the funds practice (new fund launches and closings, LP allocations, lateral partner moves, and competitor counsel on fund and portfolio-company matters) and packaging them into recurring reports for practice leadership and business development.
Other duties and projects as assigned.