Perform complete Ethical and Business Conflicts process for client/matters and stock purchases. This includes, but not limited to, running conflicts, entering in systems, adding info to and running reports, correspondence to firm, reviewing billing guidelines and new matter compliance.
Review and enter billing rates for new client/matters (the Sr. Analyst will also manage annual updates)
Handle client/matter opening and closing process electronically
Work closely with attorneys and other staff to facilitate the prompt resolution of identified conflicts
Maintains accurate tracking records and completes all conflicts review projects undertaken within the Firm in a timely fashion
Manage conflicts database and update as necessary
Maintain file of signed engagement letters
Training and mentorship of new employees (Sr. Analyst only)
Projects, often of a complex nature, as assigned by the BCM or designee (Sr. Analyst only)
