Portfolio Operations Specialist

Legalist

Portfolio Operations Specialist at Legalist evaluating litigation finance investments. Supporting legal research and analysis across multidisciplinary teams for investment operations.

Posted 4/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Legalist Website LinkedIn All 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. Portfolio Operations Specialist Job not on LinkedIn 🔥 5 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior ⚙️ Operations Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Sales Operations Associate 🔥 3 hours ago Wellworks For You 51 - 200 🧘 Wellness 👥 HR Tech 🤝 B2B Website LinkedIn All Job Openings Sales Operations Associate managing Wellworks For You's CRM and leading RFP response efforts. Collaborating across departments to enable sales success through improved processes and competitive intelligence. 🇺🇸 United States – Remote 💵 $62k - $72k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ⚙️ Operations Specialist, Total Rewards Operations Support 🔥 4 hours ago National Geographic Society 501 - 1000 🤝 Non-profit 📚 Education 🔬 Science Website LinkedIn All Job Openings Total Rewards Operations Support Administrator ensuring operational excellence in compensation, benefits, and recognition programs at National Geographic Society. Collaborating with HR for company initiatives. 🇺🇸 United States – Remote 💵 $64.6k - $68k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ⚙️ Operations New Business Sales – Service/Fixed Ops Software 🔥 5 hours ago CDK Global 5001 - 10000 ☁️ SaaS 🤖 Artificial Intelligence Website LinkedIn All Job Openings Account Development Executive in Field Sales for CDK Service & Fixed Ops solutions. Driving growth through relationship building and conquest sales to automotive dealerships in the Northeast region. 🇺🇸 United States – Remote 💵 $85k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ⚙️ Operations 🦅 H1B Visa Sponsor Tech Ops Engineer 🔥 9 hours ago Wand 1 - 10 🤖 Artificial Intelligence 👥 B2C ☁️ SaaS Website LinkedIn All Job Openings Tech Ops Engineer managing internal technical operations for a rapidly scaling gaming company. Automating processes and ensuring seamless operations for a fully remote team. 🇺🇸 United States – Remote 💵 $100k - $140k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ⚙️ Operations Dealer Operations Specialist 🔥 9 hours ago MSX International 5001 - 10000 🤝 B2B Website LinkedIn All Job Openings Dealership Operations Specialist at MSX improving dealership operations and customer experience. Uniting automotive knowledge with data-driven strategies for optimized fixed operations. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior ⚙️ Operations 🦅 H1B Visa Sponsor View More Operations Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

legal researchcase analysisdocument reviewportfolio monitoringdue diligencerisk evaluationworkflow managementdata organizationwriting skillsanalytical skills

Soft Skills

attention to detailorganizational skillscommunication skillscollaborationadaptabilityproblem-solvingprocess improvementcross-functional teamworktime managementsynthesis of information