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Business Intake Analyst
Business Intake AnalystDavis Wright Tremaine • San Francisco, CA, United States
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Business Intake Analyst

Business Intake Analyst

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 seeking a Business Intake Analyst to join our team. In this role, you will play a crucial part in screening potential client engagements while adhering to the firm's comprehensive risk management procedures and policies. Enjoy the flexibility of being fully remote while being within reasonable commuting distance from our offices located in Seattle, Portland, San Francisco, Los Angeles, New York, or Washington D.C.

On a typical day you will :

  • Collect and evaluate financial data, regulatory and litigation histories, and recent news from various external corporate and governmental databases (such as Dun and Bradstreet, TLO, Bloomberg, Lexis, SEC, etc.) focusing on risk management and due diligence.
  • Collaborate with intake attorneys and reviewing attorneys (Practice Group heads and Partners in Charge) to assess risk management issues associated with new clients and matters, and work with litigation partners to analyze the financial viability of potential new matters.
  • Conduct special searches as needed to uncover potential risk management or business challenges regarding incoming lateral attorneys, potential mergers, and other unique cases.
  • Engage in special projects aimed at enhancing new business intake best practices and risk management initiatives within the Information Governance department.
  • Assist the Conflicts team in evaluating potential conflicts of interest according to the applicable Rules of Professional Conduct.
  • Partner with Quality Assurance Committee (QAC) Paralegals to support the Claims Counsel and General Counsel in interpreting and executing Litigation Holds, Subpoenas, and Protective Orders; assist in the Outside Counsel Guidelines (OCG) intake process.
  • Contribute to other research and administrative tasks and support cross-departmental teams as assigned.

Join us if you have :

  • 5+ years of experience in 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; an advanced legal or business degree or KYC / AML compliance certification is preferred.
  • A solid understanding of KYC / AML requirements; ability to read and interpret financial statements; knowledge of SEC filings; familiarity with current trends in the legal and financial services sectors.
  • Strong verbal and written communication skills.
  • Exceptional attention to detail, analytical abilities, proofreading, and organizational skills.
  • Excellent interpersonal skills and a collaborative team player mentality in a fast-paced environment.
  • Outstanding customer service skills, including the ability to respond swiftly to a range of inquiries.
  • Creative contributions toward process improvement ideas.
  • The ability to thrive under pressure and meet project deadlines with quick turnaround times.
  • Proficiency in Microsoft Office; familiarity with Intapp and data intake processing software is advantageous.
  • Who We Are

    Davis Wright Tremaine LLP is an AmLaw 100 law firm with 9 offices nationwide. We are committed to exceptional client service and seek candidates who share this dedication. At DWT, client service means understanding each client’s and lawyer’s unique pressures, objectives, and legal needs, anticipating their requirements, and possessing the capability to deliver what matters most.

    What's in it For You?

    DWT offers competitive compensation along with an extensive benefits package, including :

  • Choice of health and vision insurance plans.
  • 2 paid volunteer days for eligible community service work.
  • Dental plan.
  • Fertility and adoption benefits.
  • Paid sabbatical after 13 years of service.
  • Tuition reimbursement.
  • Commuter benefits.
  • Retirement contribution.
  • This job description is intended to provide a general overview of the position. It may not encompass all duties and responsibilities.

    Salary Information : The annualized salary range for this position varies by location : Washington $86,000 to $92,000; Los Angeles $86,000 to $92,000; San Francisco $96,000 to $103,000; New York $86,000 to $92,000; Washington D.C. $85,000 to $89,000. Actual pay will be adjusted based on the candidate's experience and other relevant factors.

    Davis Wright Tremaine is committed to fostering diversity, equity, and inclusion. We believe all talented individuals, including those traditionally underrepresented in the legal profession, should have the opportunity to succeed. Learn more about our commitment to DEI on our website.

    Davis Wright Tremaine provides reasonable accommodations for applicants and employees who may require them for disabilities or religious reasons.

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