Financial Litigation Analyst: Research, Strategy & Compliance

SRI Conference; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

SRI Conference in Dallas is seeking a detail-oriented legal professional to support finance and law activities across the firm. You will triage documents, input matters, and assist with responses in litigation and regulatory inquiries.

You will collaborate with internal teams and external counsel, contribute to legal-tech initiatives including AI integration, and help produce periodic reports while maintaining strict confidentiality.

Qualifications

• Strong verbal and written communication.
• Self-motivated with excellent organizational skills and time management.
• Professional with customer service orientation and deadline-driven.
• Independent thinker with strong problem-solving abilities.
• Team player with leadership potential.
• Proficient in Word/PowerPoint/Excel; familiarity with SharePoint.

Responsibilities

• Triage incoming legal documents and correspondence relating to litigation, regulatory inquiries, and investigations, focusing on retail and consumer financial matters.
• Input matters into matter management system including subpoenas, litigations, inquiries, tax levies, class actions, bankruptcies and other incoming matters.
• Assist and coordinate in preparing responses and document productions in connection with legal requests including subpoenas, regulatory inquiries and litigations.
• Post group attorneys, various compliance groups and AML on relevant new incoming matters.
• Assist in the preparation and production of periodic and ad hoc reports involving Litigation/Regulatory matters to various constituencies.
• Triage and coordinate with class action/proxy department on class action settlement and bankruptcy matters.
• Assist with strategic and legal tech initiatives and with special departmental projects as necessary, including AI integration.
• Manage eDiscovery search term review and analysis and export of data, while performing quality assurance and monitoring and managing firm hosting storage usage.
• Collaborate with external vendors and counsel.

Skills

Communication skills

Organizational skills

Attention to detail

Problem solving

Independent thinking

Team leadership

Multitasking

Tools

Word

Excel

PowerPoint

SharePoint

AI tools

Job description

SRI Conference in Dallas is seeking a detail-oriented legal professional to support finance and law activities across the firm. You will triage documents, input matters, and assist with responses in litigation and regulatory inquiries.

You will collaborate with internal teams and external counsel, contribute to legal-tech initiatives including AI integration, and help produce periodic reports while maintaining strict confidentiality.