Freelance Business Intake Researcher

Overview

This is a temporary Freelance Business Intake Researcher position for six months. The role offers flexibility to be fully remote while working within reasonable commuting distance from one of the following offices: Seattle, Portland, San Francisco, Los Angeles, New York, or Washington D.C.

The position supports screening of potential client engagements in accordance with the organization’s risk management procedures and policies.

Responsibilities

• Gather and analyze financial information, regulatory and litigation histories, and recent news from external corporate and governmental databases (including Dun and Bradstreet, TLO, Bloomberg, Lexis, SEC, and similar sources) from a risk management and due diligence perspective.
• Work with intake attorneys and reviewing attorneys (including Practice Group heads and Partners in Charge) to evaluate risk management issues related to new clients and matters.
• Support litigation partners by assessing 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 related to incoming lateral attorneys, potential mergers, and other special circumstances.
• Participate in special projects related to 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 Quality Assurance Committee (QAC) Paralegals to assist Claims Counsel and General Counsel with interpreting and executing Litigation Holds, Subpoenas, and Protective Orders.
• Support the Outside Counsel Guidelines (OCG) intake process.
• Assist with other research and administrative tasks, and/or support cross-departmental teams as assigned.

Requirements

• 5+ years’ experience 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 (including 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, and 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 and ability to work as a team player in a fast-paced environment.
• Strong customer service skills, including 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.

Preferred Qualifications

• Advanced legal or business degree or KYC/AML compliance certification.

Compensation & Benefits

Washington

• Hourly range: $42.05 to $45.64
• Pay will be adjusted based on education, training, experience, and other job-related factors permitted by law.
• Paid sick leave accrues biweekly at a rate of 1 hour per 30 hours worked.
• Temporary employees working at least 30 hours per week may be eligible for health insurance with an optional HSA, dental insurance, vision care, telemedicine, and virtual short term solution based counseling services, Healthcare and Dependent Care Flexible Spending Accounts, sick time, and an employee assistance program.

California (Los Angeles)

• Hourly range: $42.05 to $45.64
• Pay will be adjusted based on experience and other job-related factors permitted by law.
• Paid sick leave accrues biweekly at a rate of 1 hour per 30 hours worked.
• Temporary employees working at least 30 hours per week may be eligible for health insurance with an optional HSA, dental insurance, vision care, telemedicine, and virtual short term solution based counseling services, Healthcare and Dependent Care Flexible Spending Accounts, sick time, and an employee assistance program.

California (San Francisco)

• Hourly range: $48.21 to $50.77
• Pay will be adjusted based on experience and other job-related factors permitted by law.
• Paid sick leave accrues biweekly at a rate of 1 hour per 30 hours worked.
• Temporary employees working at least 30 hours per week may be eligible for health insurance with an optional HSA, dental insurance, vision care, telemedicine, and virtual short term solution based counseling services, Healthcare and Dependent Care Flexible Spending Accounts, sick time, and an employee assistance program.

New York (New York City)

• Hourly range: $49.45 to $50.55
• Pay will be adjusted based on experience and other job-related factors permitted by law.
• Paid sick leave accrues biweekly at a rate of 1 hour per 30 hours worked.
• Temporary employees working at least 30 hours per week may be eligible for health insurance with an optional HSA, dental insurance, vision care, telemedicine, and virtual short term solution based counseling services, Healthcare and Dependent Care Flexible Spending Accounts, sick time, and an employee assistance program.

Washington D.C.

• Hourly range: $45.13 to $46.15
• Pay will be adjusted based on experience and other job-related factors permitted by law.
• Paid sick leave accrues biweekly at a rate of 1 hour per 30 hours worked.
• Temporary employees working at least 30 hours per week may be eligible for health insurance with an optional HSA, dental insurance, vision care, telemedicine, and virtual short term solution based counseling services, Healthcare and Dependent Care Flexible Spending Accounts, sick time, and an employee assistance program.

Additional Benefits Include

• First Stop Health Telemedicine: Speak with a licensed physician or mental health counselor 24/7; consultations covered by the firm.
• TELUS Health Employee Assistance Program: Support with mental, financial, physical, and emotional wellbeing.
• Voluntary Pet Insurance.
• Milk Stork: Virtual lactation consulting, breast milk shipping, and nutritional testing covered by the firm.
• Wellness benefits: Peloton App; Headspace App.

Location

Remote work is available with a requirement to work within reasonable commuting distance from one of these offices: Seattle, Portland, San Francisco, Los Angeles, New York, or Washington D.C.