Lateral Analyst

About the role

You will primarily be responsible for assisting Clyde & Co with the highly confidential conflicts and compliance checks of potential new joiners, with an emphasis on the firm's North American region. This covers recruiting for all of the firm's position types (where fee earning candidates are most commonly referred to as "laterals"). This not only covers individual new hires but also involves larger group acquisitions.

Responsibilities

• Reviewing relevant documentation for North American applicants under consideration, including CVs, top clients lists; conflict of interest forms, and matter/party spreadsheets.
• Sorting, filtering, and uploading all names from the applicant's documentation into Intapp Open for searching, applying firm policy and procedure regarding codings of each category of information.
• Specifying within Intapp Open search records identifying details of the candidate, visible to BAU/Risk only, including warnings regarding confidentiality.
• Aprising Risk early in the process if the candidate's documentation appears significantly lacking in sufficient information or detail.
• Immediately locating any same-case involvement between the candidate and Clyde.
• Breaking down search terms uploaded and performing corporate family tree research where necessary; running conflicts searches against the names uploaded; and selecting relevant results to appear in reports according to current lateral policy then summarizing same.
• Keeping interested parties apprised of status and attending routine status meetings.
• Updating firm records throughout the life of the candidacy to reflect whether someone has ultimately joined or not.
• Performing routine tasks including running preliminary checks on candidates' client lists and performing full searching on all parties involved in candidates' open matters as well as those closed within the last five years.
• Running as many supplemental conflicts checks as are necessary based on the candidate's potential supplemental disclosures.
• Identifying when turnaround deadlines are not practical considering current workload and suggesting risk-based, candidate-specific tailored approaches to particular lateral handling if appropriate.
• Helping get a candidate's portable work pre-conflicts cleared prior to their firm arrival.
• Serving as a department liaison during the on-boarding transition phase to the candidate and other departments, helping ensure all cleared matters are opened upon arrival.
• Providing Intapp training to the new joiner once here on proper conflicts submission for ongoing work.
• Creating ethical wall/information barrier/matter access restrictions according to Risk's clearance instructions upon the new joiner's employee account being created in our systems.
• Running conflicts for process laterals from other firm regions on an as-needed basis.

Qualifications

• Knowledge of rules of professional conduct applicable to lawyers, specifically those covering conflicts of interest rules, duties to former and current clients, obligations of confidentiality, notice and consent requirements, and ethical screens.
• Prior experience with legal case management and conflicts software (preferably Intapp Open and Intapp Walls).
• Strong MS Office.
• Meticulous attention to detail.
• Strong customer focus.
• Excellent communications skills and ability to articulate issues, rules, objective application of facts thereto, and conclusions drawn.
• Diligent but efficient ability to perform various online research endeavors.
• Strong spelling and grammar skills.
• Respectful of cultural differences among a diverse global staff.
• College degree required. J.D. or paralegal certificate a plus.