Conflicts Researcher
3 weeks ago
SourcePro Search is seeking a highly skilled Conflicts Analyst to join our team in the New York office of our top-rated law firm client. This is a hybrid role, with remote work on Monday and Friday, offering a competitive base salary, excellent growth potential, and a fantastic firm culture.
The ideal candidate will be responsible for the timely and accurate review and processing of new business intake forms and the production of conflicts of interest reports related to various types of conflicts check requests. They will also be required to maintain and update the Firm's conflicts database, Upfront, a conflicts of interest management system/platform in the Fulcrum GTTM business management system.
The Conflicts Analyst will work closely with the Conflicts team to follow up and address issues concerning preliminary conflicts checks, Upfront new business submissions, and all other miscellaneous conflict check requests. They will also be required to assist in following up with attorneys and/or their assistants to clear any flagged conflicts search results hits.
Key Responsibilities:- Generate conflicts search reports for new client submissions, new matters for existing clients, preliminary conflicts checks, pro bono matters, non-billable files, prospective lateral candidates/new professional hires, and all other miscellaneous submissions/conflicts check requests.
- Conduct initial corporate research on New Client submissions and, when required, the adverse parties corresponding to and listed on a particular conflicts check request or Upfront submission using multiple online sources and Firm-provided corporate research tools.
- Conduct additional corporate research/family tree affiliations searches when assisting the Conflicts Counsel, General Counsel, and/or other lawyer(s) within the Conflicts team in the review and analysis of generated conflicts reports.
- Review and process new business submissions in Upfront for new and existing clients, generating conflicts reports, conducting required corporate research, resolving data entry errors/omissions, and attaching corresponding documentation.
- Assist the Conflicts Counsel, General Counsel, and/or other lawyer(s) within the Conflicts team with clearance of flagged potential conflicts concerning prospective matters, new file submissions, and potential new professional hires.
- Summarize issues or potentially problematic hits based on generated conflicts search report results.
- Research various print and online resources to help identify and resolve potential conflicts.
- Document, track, and keep a record of assigned and subsequently cleared/approved conflicts clearance projects/matters.
- Assist in drafting screening memoranda, engagement letters, and/or waivers, as requested.
- Create, track, and document existing and new special conflicts notices.
- Track and document the receipt of executed engagement letters and advance waivers, as needed.
- Maintain and update the Firm's conflicts database/conflicts management system and assist in the development and maintenance of an internal electronic repository containing important and confidential client file information.
- Work with the Firm's Records and/or Accounting/Billing Departments to ensure the conflicts database matches the records and accounting databases.
- Perform other miscellaneous conflicts-related tasks as assigned by the Conflicts Counsel, General Counsel, and/or other senior members of the Conflicts team.
- A 4-year degree from an accredited college or university (or an equivalent combination of education and related experience); law school graduates are welcome to apply.
- A minimum of 2 years of related conflicts research and/or analysis experience, preferably gained with another sophisticated mid-size or large law firm in New York.
- Working knowledge of the ABA Model Rules of Professional Conduct is highly preferred, but not required.
- Willingness to learn various ethics and conflicts-related rules and principles is highly preferred.
- Experience with automated/electronic conflicts of interest management/checking systems and running and filtering conflicts searches is preferred.
- Experience with Upfront, a conflicts of interest management system/platform in the Fulcrum GTTM business management system, is preferred.
- Experience with conducting corporate family tree research via Internet and print sources, as well as through various online company research outlets/tools, is preferred.
- Experience with researching and gathering corporate affiliation/parent-subsidiary information through public filings is preferred.
- Proficiency in Outlook and MS Office Suite products.
- Ability to synthesize and report on a large flow of information and documents and keep accurate and up-to-date records in an electronic format.
- Ability to employ the utmost care and use discretion when handling, accessing, or otherwise being privy to sensitive and confidential client information.
- Strong interpersonal and verbal communication skills, as well as the ability to interact with and form a professional rapport and good working relationships with members of the Conflicts team and employees at all levels of the Firm.
- Strong written skills to effectively communicate with Firm attorneys and their assistants and various Firm departments via email communication.
- Strong computer, research, analytical, and proofreading skills.
- Strong organizational and time management skills and exceptional attention to detail.
- Ability to prioritize, multi-task, and work in a fast-paced environment.
- Ability to work expeditiously under pressure, meet tight deadlines, and be consistently client-focused.
- Ability and willingness to work in a team-oriented culture/environment.
- Ability to employ independent and sound judgment to successfully accomplish assigned projects.
- Willingness to work outside of normal business hours when asked to do so or when the needs of the Conflicts department may necessitate same is highly preferred.
- Professional, team-focused, and very collegial.
- An open-door policy with the Conflicts Counsel, General Counsel, Chief Operating Officer, and the other members of the Conflicts team.
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