Conflicts Risk & Research Analyst

Plona Partners; Florida; On-site; USD 75,000 - 85,000; Full time

Job summary

Plona Partners is seeking a Conflicts Analyst to review conflict searches, new clients, matters, and related parties. You will conduct research using IntApp, D&B, CapitalIQ, and related tools, and analyze results to identify potential issues.

You will ensure reports are complete, coordinate with attorneys and assistants, and help implement risk mitigation measures such as waivers, ethical walls, and engagement terms.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• Prior conflicts, new business intake, or risk management experience.
• Experience analyzing and resolving potential conflicts within a law firm.
• Knowledge of current client, former client, lateral hire, positional, and business conflicts.
• Experience using conflicts, intake, and workflow software such as IntApp.
• Working knowledge of databases and reporting as they relate to conflicts and intake.
• Experience with corporate research tools such as Capital IQ, Westlaw, and D&B.

Responsibilities

• Review and process incoming requests for conflict searches, new clients, new matters, related parties, and other firm business.
• Conduct comprehensive research and database searches using IntApp, D&B, CapitalIQ, and related firm systems and research tools.
• Analyze search results to identify potential issues, including possible conflicts rising from affiliates and corporate relationships.
• Differentiate relevant hits from false positives and clearly summarize findings for review.
• Ensure reports and intake requests are complete and accurate and work directly with assistants and attorneys to close information gaps and obtain missing information.
• Thoroughly research affiliations, family relationships, adverse parties, subsidiaries, parent companies, and other related entities.
• Assist with recommending resolution strategies, including waivers, consents, ethical walls, engagement terms, matter restrictions, and other risk mitigation measures.
• Prepare clear analyst summaries, conflict reports, and related communications.
• Monitor outstanding items for thorough processing and follow up to ensure proper closing of searches, database items, and requests that are no longer needed.
• Maintain complete and accurate records of research, analysis, decisions, approvals, and resolution steps.
• Apply firm policies, professional responsibility rules, and established procedures consistently while recognizing matters requiring escalation.
• Coordinate with Matter Maintenance, Records, Finance, Billing, Recruiting, and other departments as needed.

Skills

Conflict resolution

Legal research

Analytical thinking

Communication

Education

Bachelor's degree

Tools

IntApp

CapitalIQ

Westlaw

D&B

Job description

Plona Partners is seeking a Conflicts Analyst to review conflict searches, new clients, matters, and related parties. You will conduct research using IntApp, D&B, CapitalIQ, and related tools, and analyze results to identify potential issues.

You will ensure reports are complete, coordinate with attorneys and assistants, and help implement risk mitigation measures such as waivers, ethical walls, and engagement terms.