Financial Terms Management Associate Analyst
Sidley Austin LLP is a leading law firm, and they are seeking a Financial Terms Management Associate Analyst to provide operational and administrative support to their Financial Terms Management team. This entry-level position involves managing request intake processes, supporting documentation practices, and assisting with system configuration and process improvements.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- Bachelor's degree
- Proficiency in Microsoft Excel, Outlook, and other Microsoft Office applications
- Strong organizational skills
- Strong attention to detail
- Good judgment
- Strong interpersonal communication skills
- Strong analytical and problem-solving skills
- Able to work harmoniously and effectively with others
- Able to preserve confidentiality and exercise discretion
- Able to work under pressure
- Able to manage multiple projects with competing deadlines and priorities
- Experience in an administrative, operational, or finance-related role
- Experience with Smartsheet, Intapp, 3E, or similar workflow and financial systems
- Familiarity with legal or professional services environments
Benefits
- Bonus eligibility
- Comprehensive benefits program
Company Overview
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