Lateral Analyst

Overview

The Lateral Analyst reviews and analyzes Professional Responsibility Questionnaires (“PRQs”) for accuracy and alignment with firm processes, policies, systems, and strategies within Orrick New Business & Conflicts Department (“NB&C”). Processes new business and lateral conflicts, and evaluates new business and lateral conflict submissions using firm and third party research databases. Enters conflict information into firm systems. Coordinates the sharing and use of financial information with the Finance department. Examines new business and laterals for compliance purposes in accordance with firm policies and procedure. If necessary, runs additional reports utilizing family tree structures to determine related entities. Communicates effectively with team and interdepartmentally within the firm.

Responsibilities

Main responsibilities include:

• Working with Director of New Business & Conflicts, Lateral Compliance Manager and other NB&C team members, review and analyze research reports for issues and scope of conflict.
• Perform data entry and analysis of conflicts data as submitted with conflict check requests.
• Monitor conflict and information quality control, with a specific focus on data repurposing efforts for finance, business development, knowledge management, and risk management purposes.
• Ensure timely and efficient processing of lateral and conflict requests.
• Communicate via e-mail and telephone regarding lateral, new business and conflict submissions in accordance with firm policies and procedure.
• Review incoming lateral Professional Responsibility Questionnaires (“PRQs”) for accuracy and completion.
• Process the PRQs for new hires firm wide (partners, of counsel, associates (including summer and fall), paralegals and temporary attorney positions for Document Review Services).
• Correspond with recruiting department regarding requests for additional details and information on lateral candidates.
• Monitor lateral inbox and prioritize urgent requests.
• Cross reference conflict reports for new hires.
• Employ and enforce risk management processes and procedures.
• Coordinate with NBC management regarding firm wide NBC training and outreach efforts.
• Implement departmental projects and initiatives as assigned.
• Assumes additional responsibilities as requested.
• Identifies and supports all customer service needs.

Qualifications

Ideal candidates will demonstrate:

• College degree or comparable experience preferred.
• 1-2 years of data intake processing and customer service experience.
• Experience with legal or conflicts database preferred.
• Experience with business financial operations preferred.
• Ability to work, communicate, and establish credibility effectively with lawyers and firm personnel at all levels.
• Experience working in a team-oriented, collaborative environment.
• Ability to understand, interpret, and follow written and oral instructions in a timely manner
• Ability to apply and follow Risk Management, Firm Management and other policies and procedures.
• Ability to prioritize and execute tasks in a dynamic environment
• Proven ability to exercise sound decision making abilities and good judgment.
• Excellent problem solving skills.
• Excellent listening, communication and interpersonal skills.
• Proficient personal computer skills and knowledge of firm software including conflicts software, workflow software, intake software, MS Excel and Word.
• Strong ability to learn new technologies as necessary.