Law Firm Advisory Services Specialist

4 days ago

Palo Alto, California, United States Citigroup Inc Full time
Job Summary:

The Law Firm Advisory Services Specialist will be a strategic member of Citi Private Bank Law Firm Group, closely following the latest trends in the law firm industry. This role will leverage Citi's proprietary database of law firm financial data to advise clients on legal industry trends, firm performance, and financial strategy. The ideal candidate will have deep knowledge of the law firm industry and excellent oral and written communication and analytical skills to gain the trust and respect of senior leadership of law firms. Additionally, developed communication and diplomacy skills are required to guide, influence, and build strong relationships within Citi.

Responsibilities:
  • Provide thought leadership to the legal industry via peer reviews, creation and publication of research and analysis of survey findings, and speaking engagements.
  • Work closely with other Client Advisors and a group of Business Analysts in the administering of surveys and creation of peer reviews and thought leadership content.
  • Be an integral part of the production, analysis, and delivery of over 200 tailored peer reviews throughout the year.
  • Prepare peer reviews by conducting detailed and comprehensive analysis of the financial performance of law firms vs. peers and identify areas of opportunity.
  • Interface with clients to conduct peer reviews and state of the industry presentations.
  • Build relationships and work closely with Bankers to provide relevant and timely advice to clients.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
Qualifications:
  • 10+ years of experience.
  • Experience in law firms a plus, ideally in law firm operations or finance.
  • Demonstrated interest in finance and law.
  • Strong analytical, writing, and presentation skills.
  • Attention to detail.
  • Strong leadership skills.
  • Proficiency and aptitude in utilizing MS Office, specifically Microsoft Excel, and PowerPoint.
Education:
  • Bachelor's/University degree, Master's degree preferred.

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