Conflicts And New Business Intake Analyst

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Conflicts and New Business Intake Analyst
The candidate conducts detailed, extensive research using multiple research resources. Analyzes the corporate business structure and background of prospective clients and adverse parties. Performs data entry, search, and analysis of conflict information in the firm’s conflicts database and new matter intake systems in accordance with the department’s policies and procedures. Generates conflicts reports using the firm’s conflicts database and reviews, analyzes, and interprets those reports as part of the conflicts analysis and reporting process pursuant to the rules of professional conduct. Communicates relevant substantive information and appropriate next steps to lawyers, including the potential need for conflict waivers, and escalates complex issues to the Director or Senior Manager of Conflicts and New Business Intake, as appropriate. Assists with drafting and revising conflicts waiver language, as necessary and subject to appropriate supervision. Requests and records all necessary conflict resolution documentation, including conflict waivers or engagement letters. Reviews intake requests to ensure that all provided information is complete and accurate. Generates new client matter numbers and assists in the maintenance of client and matter data in the firm’s conflicts database. Assists in providing training and guidance to internal customers regarding conflicts and intake policies and procedures. Contributes to process, procedure, and technology improvements to provide optimum customer service and efficiency; and Performs research and other special projects, as assigned. Should have a general understanding of legal conflicts, related ethical rules, and current developments in professional services risk management; exceptional critical thinking and analytical skills; acute attention to detail, as well as organizational and research capabilities; Excellent decision-making skills, and demonstrated ability to think on one’s feet; ability to work under tight deadlines and be flexible in order to respond quickly and positively to shifting demands and opportunities; excellent interpersonal skills and ability to work in a team-oriented and collaborative environment; exceptional communication and customer service skills; ability to take ownership of multiple tasks and projects and work independently to resolve issues; receptive to constructive feedback and ability to accept direction; and ability to exercise discretion and maintain strict confidentiality of the firm’s confidential information. Bachelor’s degree required; experience in a law firm conflicts department strongly preferred or other experience in a compliance, regulatory, financial, or legal environment; Database research experience preferred (such as CapitalIQ, Intapp, and Lexis); and Proficiency with Microsoft Office Suite, as well as web-based systems, preferred.

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