Be You. Be Bold. Choose Duke.

Be You.

Education / Training:

Master’s degree in Library Science (MLS/MLIS) or an equivalent combination of education and work experience.

Experience:

2‑4 years of experience managing large, diverse document collections (legal, financial, operational).

Experience working with third‑party document‑retrieval platforms (e.g., Canoe) or similar ingestion
tools.

Experience working with CRM and document management systems.

Proven track record of partnering with IT teams to translate business needs into functional
specifications.

Be Bold.

What You’ll Do

Document Ingestion & Tagging

• Oversee the automated capture of documents via Canoe.


• Manually review, validate, and enrich metadata when automation flags exceptions.


• Ensure a consistent application of taxonomy.

• Accurate, searchable records with minimal tagging errors.

Tracking & Reporting

• Maintain the Canoe Document Tracking Report and Missing Document Log.


• Help build reporting to surface metrics.


• Create requirements to automate the log and reporting.


• Generate weekly “Missing Document” dashboards for Legal, Finance, and Investment teams.


• Build simple Power BI or Excel dashboards that visualize document health, ingestion volume, and backlog trends.

• Up‑to‑date tracking reports and timely escalation of missing items.


• Management‑level visibility into knowledge‑base health.

Process Design & Automation Liaison

• Capture detailed business requirements for new automation (e.g., auto‑tagging, OCR, workflow triggers).


• Collaborate with Engineering to translate requirements into user stories, test cases, and acceptance criteria.


• Conduct UAT, document results, and sign off on releases.

• Well‑defined, test‑ready requirements.


• Successful automation releases.

Stakeholder Coordination

• Serve as the point of contact for external investment managers, Canoe support, and internal teams (Legal, Finance, Portfolio Management).


• Follow up on missing documents, negotiate delivery timelines, and log resolutions.

• Clear communication trail.


• Reduced turnaround time on missing‑document tickets.

SharePoint Migration & Governance

• Map existing folder structures to a unified SharePoint architecture.


• Create and maintain SOPs, taxonomy guides, and version‑control procedures.


• Perform periodic audits to ensure compliance with DUMAC’s records‑management policies.

• Consolidated, governed SharePoint repository ready for LLM access.

Continuous Improvement

• Identify bottlenecks, propose workflow enhancements, and pilot new tools (OCR, AI‑based tagging).


• Track automation ROI and suggest next‑phase priorities.

• Ongoing efficiency gains.


• Roadmap recommendations.

Choose Duke.

Your total compensation goes beyond thedollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/