The Risk Systems and Data Management Analyst, New Business Intake (NBI), will support the systems, data integrity and maintenance activities that underpin the Firm’s NBI function. The role-holder will act as a subject matter expert to ensure the accuracy, consistency, and reliability of data and systems used to support the client onboarding, matter opening, and maintenance. They will champion best-in-class data quality practices to mitigate business risk, ensure regulatory compliance, and support the needs of Firm lawyers and other stakeholders, providing a positive user experience.
Main responsibilities:
Data management and maintenance:
* Ensure the integrity, accuracy and consistency of client/matter data appearing in Intapp Open and Intapp Conflicts, especially for data maintenance, corporate tree records and the placement of client/matter/conflict alerts
* Accurately and efficiently update key client/matter data changes in Intapp Open, per established maintenance protocols
* Identify data quality issues and propose actionable solutions, escalate unresolved or high-impact concerns to the senior manager for review and resolution
* Assist with developing training materials, presentations and other learning content on data management/maintenance best practices
Project management and continuous improvement:
* Liaise with stakeholders, provide regular feedback, document requirements or raise issues where necessary, to ensure operational and process effectiveness
* Support NBI with technical and logistical process improvements for data management/maintenance
* Support within internal testing when new and updated functionality is introduced
* Assist with projects as identified and assigned by the senior manager
Vendor/system management:
* Develop and maintain data reports and dashboards to support operational insights, while monitoring the usage of risk systems to ensure adherence to contract agreements and identify opportunities for optimization
Reporting and analysis:
* Support NBI with building and improving data reports and dashboards; analyze and validate the data outputs
* Create ad-hoc reports with Intapp Open, Intapp Time and SAP data to support NBI management
People:
* Build trusted relationships with the Data Management Risk Systems team and key internal and external stakeholders; partners, PAs, NBI management, technology, vendors, etc., display knowledge and act as a key contact for data management and risk systems queries/topics
Skills and experience:
* A bachelor’s degree (2:1 or above preferred) or relevant work experience required
* Strong analytical and research skills
* Able to manage processes efficiently, with accuracy and attention to detail
* Excellent communication skills, written and verbal
* A team player who is adaptable to a fast-paced and changing environment
* Good planning, time management and prioritization skills
* Able to work independently and liaise with other departments
* Good knowledge of Microsoft Office applications (advanced MS Excel experience) and other productivity tools (Intapp knowledge is an advantage)
* Proficient in using data visualization tools and techniques (e.g., Tableau, Power BI)
* Flexible, to work a reasonable shift schedule
* Exceptional problem-solving, critical thinking and analytical skills
* Able to contribute ideas for process improvements and adapt easily to procedural changes
* Positive attitude and the adoption of a solution-based approach in all aspects of work
Reports to: NBI Senior Manager Risk Systems and Data Management
Position Type: Center Services
Development Framework: Business Support