Senior Client Research & Analytics Analyst

Latham & Watkins LLP; New York (NY); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Healthcare, life and disability insur.

401k plan

11 paid holidays per year

PTO 23 days first year

Well-being programmes

Professional development programmes

Employee discounts

Affinity groups and networks

Job summary

Latham & Watkins LLP in New York City is seeking a Senior Client Research & Analytics Analyst to join the Financial Analysis team. The role involves researching and analyzing client data using external market intelligence and internal systems, advising partners on eligibility and credits, and building trusted advisor relationships with attorneys and staff.

The position supports credit submissions, manages workflows, and may offer hybrid, in-office presence with a flexible schedule, located in

Qualifications

• Bachelor's degree or equivalent.
• Minimum of five years of related research and analytical experience in a professional services firm.

Responsibilities

• Conduct extensive new client research to identify related entities and relationships with firm lawyers.
• Manage ad-hoc credit questions, report queries, and general credit requests per policies.
• Prepare client and attorney lists for Parallel O credit submissions by investigating financial history.
• Utilise knowledge of partner Brown Book metrics to advise on credit KPIs.
• Support Credit Manager with submissions and approvals, ensuring processes are followed.
• Provide credit training and coaching to Attorney Support Assistant population firmwide.
• Represent Credit in meetings with other teams and provide updates as needed.
• Manage portfolio of offices to meet partner credit needs with proactive planning.
• Develop procedures and workflows to increase efficiency in the Credit team.
• Protect and secure highly sensitive information held by Latham & Watkins.

Skills

Analytical thinking

Research

Communication

Teamwork

Education

Bachelor's degree or equivalent

Tools

S&P Capital IQ

Orbis

Lexis+

FactSet

Excel

Job description

About Latham & Watkins

Latham & Watkins is one of the world’s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers around the world. Our investment in people, commitment to innovation, and focus on the future empower you to build an incredible career and thrive as an exceptional professional in a supportive culture. If you aspire to be the best, and work with the best, this is where you belong.

About the Role

The Senior Client Research & Analytics Analyst is an integral part of Latham’s Financial Analysis team. This role will be responsible for researching and analysing client data using external market intelligence and search platforms, and internal systems, as well as reviewing internal lawyer information to advise partners on eligibility and how to apply for credits according to the firm’s policies, while building and maintaining trusted advisor relationships with attorneys and staff at all levels to support and advise on credit. This role will be located in our New York office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in‑office presence.

Responsibilities & Qualifications

Other key responsibilities include:

• Conducting extensive new client research to identify related entities and relationships with firm lawyers by interrogating data from internal systems and external search databases, as well as internet searches and other sources where needed, in order to make a sound assessment of which parties to include
• Managing ad‑hoc credit questions, report queries, and general proliferation and origination credit requests according to the firm’s credit policies
• Preparing client and attorney lists for partner Parallel O credit submissions by investigating client financial history and lawyer statuses to determine and justify relevance
• Utilising knowledge of partner Brown Book metrics to advise on credit Key Performance Indicators (KPIs)
• Supporting Client Credit Council Parallel O submissions and approvals, ensuring applications are accurately completed and approvals are handled appropriately according to the credit set‑up required
• Supporting Credit Manager with lateral partner onboarding and following up to ensure their portable clients are set up appropriately
• Supporting Credit Manager and providing credit training and coaching to Attorney Support Assistant population firmwide
• Representing Credit in meetings with other teams and providing updates or answering questions
• Managing portfolio of offices to make sure all partner credit needs are met with a structured proactive approach to balance an otherwise fluctuating workload throughout the year
• Developing deeper understanding of peripheral team processes that impact Credit to better collaborate and capture efficiencies, for example, Conflicts, New Business Intake, Billing, FIC, etc.
• Working with Credit Manager to develop procedures, processes, and workflow to constantly increase efficiency in the Credit team.
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

We’d love to hear from you if you:

• Demonstrate an ability to analyse and interpret data and financials to determine what is happening and make the appropriate recommendations
• Possess knowledge and proficiency in MS Office, including Excel at an intermediate level or higher
• Have a proven capability to work effectively both independently and collaboratively within a team environment
• Exhibit excellent communication and professional interpersonal skills, with the ability to collaborate, build relationships, and manage expectations with people at all organisational levels of the firm
• Demonstrate excellent research, critical thinking, judgment, and analytical skills
• Possess extensive knowledge and skill in utilising databases for client research, in addition to familiarity with standard database procedures, such as searching and generating reports, including S&P Capital IQ, S&P Capital IQ Pro, Orbis, Lexis+, FactSet, or similar platforms

And have:

• A bachelor's degree or equivalent
• A minimum of five (5) years of related research and analytical experience in a professional services firm, preferably

Benefits & Additional Information

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham’s comprehensive benefit programme which includes:

• Healthcare, life and disability insurance
• A generous 401k plan
• At least 11 paid holidays per year, and a PTO programme that accrues 23 days during the first year of employment and grows with tenure
• Well‑being programmes (e.g. mental health services, mindfulness and resiliency, medical resources, well‑being events, and more)
• Professional development programmes
• Employee discounts
• Affinity groups, networks, and coalitions for lawyers and staff

Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), colour, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.

Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO).

Pay Range

USD $100,000.00 - USD $120,000.00 /Yr.