
BIC Onboarding Analyst (Specialized Conflicts)
- Risk Management
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Cooley is seeking a BIC Onboarding Analyst (Specialized Conflicts) to join the Business Intake and Conflicts team.
Position summary: TheBusinessIntake andConflicts function is essential to thefirm’s (1) compliance with (a) ethical obligations prevailing in jurisdictions in which the Firm maintains offices and in which it practices and (b) thefirm’sriskmanagement policies and procedures, (2) avoidance of malpractice claims and ethical violations, and (3) ability to onboard new business, in the form of new clients and new matters for existing clients, new timekeepers and new employees in a timely fashion.
Working closely with theAssociate Director of Conflicts,BIC Supervisor (Specialized Conflicts)other Directors and Managers of the New Business,Specialized Conflicts, Compliance & QA,and Operations teams as well as the Conflicts Staff Attorneys, the BICOnboardingAnalyst(Specialized Conflicts) is responsible for participation and research related to department initiatives. This includes assisting with policy and procedure drafting and editing cycles, lateral candidate submission coordination, lateral partner client/matter onboarding, and operations function.Specific duties and responsibilities include, but are not limited to, the following:
Positionresponsibilities:
Serve as lead analyst and projectmanager for all lateral partner conflicts clearances and onboarding activities, including:
Analyze lateral partner questionnaires, portable business information, financial data, and engagement histories toidentify conflicts, business risks, and issues requiring review by Firm leadership
Conduct complex conflicts searches across clients, matters, related parties, mass arbitration proceedings, and bankruptcy matters, and evaluate results for legal, ethical, and business conflicts
Perform corporate research and investigative analysis toidentify affiliated entities, ownership structures, beneficial ownership interests, and related parties that mayimpact conflicts assessments
Conduct comprehensive due diligence and risk assessments on prospective clients and lateral partner representations,preparing detailed reports and recommendations for Firm leadership and the General Counsel's Office
Identify and evaluate high-risk representations involving areas such as cannabis, cryptocurrency, export controls, sanctions, politically exposed persons, and other heightened-risk engagements, escalatingfindings and recommendations, as appropriate
Analyze conflicts search results and related research toidentify strategic conflicts, business sensitivities, black-book restrictions, and other issues requiring review by Conflicts Staff Attorneys and Firm leadership
Perform substantive review and analysis of partner candidate conflict reports, including identification of existing and potential conflicts under applicable Rules of Professional Conduct andfirm policies
Evaluate professional liability and fiduciary concerns, analyze approval requirements, and monitor resolution ofidentified issues
Analyze client relationship structures and attorney responsibility changes to ensure compliance withfirm policies andaccurate client management records
Prepare and present onboarding approval materials summarizing conflicts, risk considerations, business issues, and approval requirements for review byfirm leadership
Review andvalidate client and matter-opening requests associated with lateral arrivals to ensure compliance with Firm policies and intake standards
Monitor onboarding workstreams andidentify risks, bottlenecks, and priority issues requiring escalation or intervention
Analyze trends and metrics related to lateral partner conflicts, onboarding activities, regulatory requirements, and approval processes; prepare reporting and recommendations for theDirector of Business Intake & Conflicts,Associate Director of Conflicts (Specialized Conflicts),Director of Strategic Growth, Chief Executive Officer, and General Counsel's Office
Evaluate onboarding priorities, workload demands,and competing deadlines to ensuretimely processing of high-priority lateral partner matters
Lead cross-functional collaboration with Recruiting, Operations, Information Governance, Pricing, Legal Support, and other business teams to resolve conflicts and onboarding issues
Additionalresponsibilities:
Facilitate andparticipate in internal strategy discussionsregarding complex lateral partner conflicts, business risk assessments, and onboarding issues
Draft and review engagement letters and related documentation, ensuring consistency with Firm policies and risk management requirements
Serve asprimaryanalyst for Summer Associate conflicts reviews and clearances, including evaluation of potential conflicts and risk issues
Prepare reports and analysesregarding candidate submission pipelines, trends, risks, and outstanding matters for leadership review
Review firm-wide conflict check submissions and perform preliminary conflict analysis toidentify issues requiring legal review or escalation
Organize and analyze large-scale conflict reviews, including bankruptcy, mass tort, and mass arbitration matters involving thousands of related parties and affiliated entities
Maintain and enhance the Firm's conflicts and cross-reference databases through research, data validation, and issue resolution
Identify trends, recurring issues, and process improvement opportunities and recommend enhancements to Specialized Conflicts workflows, policies, and procedures
Conduct conflictsanalysis for contract attorneys, temporary personnel, and other non-partner candidates, evaluating legal, ethical, and business conflict considerations
Perform legal ethics, professional responsibility, sanctions, and conflicts research to support Firm decision-making and policy development
Develop and deliver conflicts and risk-management training to attorneys and business professionals
Participate in departmental initiatives, policy development efforts, operational improvement projects, and strategic risk management programs
Perform other duties and special projects as assigned
Skills and experience
Required:
After orientation at Cooley LLP, exhibitproficiency in the Microsoft Office suite,iManage and other firm applications
Available to work overtime, asrequired
3+ years direct applicable years’ experience (e.g.,business intake and conflicts,legalor professional services)
Proficiency inIntApp Open and Contract Express of similar groups
Overall understanding of corporate law practice
Preferred:
Bachelor’s degree
Paralegal certificate
Experience working in a law firm or other professional services environment
Competencies:
Excellent written and oral communication skills
Strong organizational skillsand careful attention to detail
Ability to work independently with little or no supervision
Ability to work in a fast-paced challenging environment
Strong ability to prioritize and juggle multiple tasks
Ability to take initiative on time sensitive issues
Punctual and reliable
Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.
The expected hourly pay range for this position with a work schedule of 40 hours per week is $39.50 - $58.00 ($82,160.00 - $120,640.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.
We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as20 days of Paid Time Off (“PTO”) and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.
BIC Onboarding Analyst (Specialized Conflicts) · Cooley LLP