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Business Intake Researcher
Business Intake ResearcherDavis Wright Tremaine • San Francisco, CA, United States
Business Intake Researcher

Business Intake Researcher

Davis Wright Tremaine • San Francisco, CA, United States
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  • [job_card.full_time]
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Description

This is an exciting opportunity to work for one of the top law firms in the U.S.! Davis Wright Tremaine LLP is looking for a Business Intake Researcher to join our team in our Seattle, Portland, San Francisco, Los Angeles, New York, or Washington D.C. offices.

This position is responsible for performing a variety of tasks related to the screening of potential client engagements in accordance with the firm's risk management procedures and policies.

This position offers the flexibility to be fully remote while working within reasonable commuting distance from any of our offices.

At Davis Wright Tremaine, you will find challenging assignments, opportunities for professional growth and community involvement, and a culture of inclusion. DWT fosters inclusiveness and authenticity. Regardless of position, everyone here has a voice and the support is unparalleled.

On a typical day you will :

  • Gather and analyze financial information, regulatory and litigation histories, and recent news from external corporate and governmental databases (such as Dun and Bradstreet, TLO, Bloomberg, Lexis, SEC, etc.) from a risk management and due diligence perspective
  • Work with intake attorneys and reviewing attorneys (Practice Group heads and Partners in Charge) responsible for new client and new matter intake in evaluating risk management issues related to new clients and matters. Work with litigation partners to assess financial viability of potential new matters through external corporate research and analysis
  • Run special searches as needed, to identify potential risk management or business issues with respect to incoming lateral attorneys, potential mergers, and other special circumstances
  • Participate in special projects involving new business intake best practices and risk management initiatives within the Information Governance department
  • Assist the Conflicts team as needed in assessing whether a conflict of interest exists under the applicable Rules of Professional Conduct
  • Partner with the Quality Assurance Committee (QAC) Paralegals to assist the Claims Counsel and General Counsel with interpreting and executing Litigation Holds, Subpoenas, and Protective Orders; and assist in the Outside Counsel Guidelines (OCG) intake process
  • Assist with other research and administrative tasks, and / or support cross-departmental teams as assigned

Join us if you have :

  • 5+ years' experience with compiling and analyzing risk assessment reports
  • Prior experience with corporate risk assessment research and analysis and / or investigative due diligence, including the ability to analyze, cross-reference and summarize findings from third-party proprietary databases and public records such as Dun and Bradstreet, Lexis, TLO, Bloomberg, etc.
  • Bachelor's Degree; Advanced legal or business degree or KYC / AML compliance certification preferred
  • Understanding of KYC / AML requirements; ability to read financial statements; knowledge of and ability to analyze SEC filings; familiarity with current trends in the legal and financial services industries
  • Strong communication skills, verbal and written
  • Strong attention to detail, analysis, proofreading and organizational skills
  • Strong interpersonal skills, team player able to work in a fast-paced environment
  • Strong customer service skills, including understanding and responding quickly to a variety of inquiries
  • Ability to contribute ideas for process improvements
  • Ability to work under pressure and meet project deadlines with expedited turnaround times
  • Experience with Microsoft Office; familiarity with Intapp and data intake processing software
  • Who We Are

    Davis Wright Tremaine LLP is an AmLaw 100 law firm with 9 offices nationwide. We are relentlessly committed to client service and look for candidates who share that commitment. At DWT, client service means having empathy for each client's and each lawyer's work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them.

    What's in it For You?

    DWT offers competitive compensation in addition to ample benefits including but not limited to :

  • Choice of health and vision insurance plans
  • 2 paid volunteer days for qualifying community service work
  • Dental plan
  • Fertility and adoption benefit
  • Paid sabbatical after 13 years of service
  • Tuition reimbursement
  • Commuter benefits
  • Retirement contribution
  • This job description intends to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to include all duties and responsibilities.

    Washington State

    The annualized salary range for this position in Washington is $86,000 to $92,000 ($44.10 to $47.18 hourly).Actual pay will be adjusted based on the candidate's education, training, experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, 11 paid holidays each year and an employee assistance program. For full-time employees, the initial vacation benefit is 15 days per year and 11 days of sick leave per year, accrued bi-weekly. Additional voluntary programs include : voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available.

    California

    The annualized salary range for this position in Los Angeles is $86,000 to $92,000 ($44.10 to $47.18 hourly); and in San Francisco is $96,000 to $103,000 ($49.23 to $52.82 hourly). Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include : voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available.

    New York

    The annualized salary range for this position in New York City is $86,000 to $92,000 ($47.25 to $50.55 hourly). Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include : voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available.

    District of Columbia

    The annualized salary range for this position in Washington D.C. is$85,000 to $89,000 ($43.59 to $45.64 hourly).Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include : voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available.

    Davis Wright Tremaine LLP fosters a culture where all talented individuals-including those who are traditionally underrepresented in the legal profession-can have, and can see, paths to success.Our commitment to diversity, equity, and inclusion sits on four pillars : Community, Growth, Education, and Engagement.Learn more about the firm's commitment to DEI here : www.dwt.com / dei .

    Davis Wright Tremaine provides reasonable accommodations for those who need them to complete the application or recruiting process and for employees who need reasonable accommodations to perform the essential functions of their positions due to a disability or for religious reasons. If you need to request accommodation during the application or recruiting process, please email [emailprotected] .

    #LI-AF1

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    Business Intake Researcher • San Francisco, CA, United States

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