Client and Matter Analyst
Morgan, Lewis & Bockius LLP
Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking a Client and Matter Analyst. This position is located in Philadelphia and a hybrid in-office/remote working schedule is available. Responsibilities Include Maintenance of the Elite 3E and iManage Conflicts database as it pertains to client and matter data. Performs conflict analysis on proposed client or matter party updates and facilitate proper communication and coordination of identified issues. Proactively communicates with firm attorneys and support staff to understand conflicts of interest issues and independently reviews, researches, and resolves conflicts issues. Composes written and verbal correspondence with attorneys and other support staff. Answers email inquiries for status requests. Performs research, locating material from various sources inside and outside the firm. Processes a wide variety of conflicts database change requests. Ensures compliance with ethics related to firm policies and procedures. Monitors and assists with data entry tasks. Perform other duties as assigned by the management team. Experience And Qualifications Associate degree and a minimum of 2 years of relevant professional experience required. The equivalent combination of education and experience will be considered. Legal experience, particularly in conflicts, is preferred but not required. Demonstrated ability to prioritize and balance competing demands and meet deadlines in a busy, fast-paced professional environment. Excellent writing, proofreading, and oral communication skills are required. Creative and analytical thinking. Strong client service mentality. Ability to concentrate clearly on highly detailed information, to identify conflicts of interest questions and resolve them in a consensus environment and to keep confidential information regarding firm matters. Ability to exercise the appropriate amount of discretion in escalating and communicating issues. Excellent project management and research skills.Proficiency with the Microsoft Suite required. Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information or any other characteristic protected by federal, state or local law. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records. California Applicants Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at View phone number on click.appcast.io or View email address on click.appcast.io If hired, your employment relationship with the firm will be on an 'at-will' basis, meaning that the firm may modify the terms and the conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected. #J-18808-Ljbffr Morgan, Lewis & Bockius LLP
$145k - $150k
...DescriptionAres is seeking a Senior Associate to serve as a Business Analyst within Client Platforms, the engineering team responsible for all client-... ...and ensure follow-up with stakeholders. Develop subject matter expertise across client platforms, including Salesforce and...SuggestedFull timeTemporary workWork experience placementFlexible hours$30 - $34 per hour
...Houses, through a process of permanent creativity.MAIN PURPOSEThe Client Data and Insights Analyst will support client data related projects and daily activities. You will be a client data subject matter expert, responsible for maintaining our client database, supporting...SuggestedPermanent employmentFull timeWork at officeLocal area$115k - $125k
...available across the firm.The OpportunityWe are seeking a Client Engagement Terms Senior Analyst to join our Firm. This position will be based in our... ...concise mannerAbility to use discretion, handle sensitive matters, maintain confidentiality and exercise independent and...SuggestedFull timeWork at officeShift work$62.5k - $80k
Client Services Business Analyst Position Summary The Client Services Analyst supports AccessGenius, a multiplatform pharmaceutical cost and coverage... ..., and Client Services teams, as well as relevant subject matter experts, whenrequired. Work with Client Service Manager...Suggested- As a Full-Time Analyst in the Asset Management Client team, you will partner with our senior business leaders to develop strategies that support our clients' needs and collaborate with teams that manage and distribute investment solutions across asset classes for institutions...SuggestedRotational programFull timeImmediate startVisa sponsorship
$95k
Analyst, Client Service (Entry-Level, New York and San Francisco) New York *Eligible candidates are undergraduate seniors expected to graduate... ...with internal teams to implement operations for client matters including investments, financial planning, philanthropy, risk...Summer workCasual workWork at office- Overview Position: Client Reporting Operations Analyst (Private Equity & Private Debt) Location: New York City, NY (Onsite 5 days) Duration: Contract (W2 Candidate Only) Responsibilities 7 years of experience in client reporting, fund operations, or investor services within...Contract work
$62k - $93k
## Sr. Analyst, Client ServicesApplylocations: Minneapolis: Chicago: New Yorktime type: Full timeposted on: Posted Yesterdayjob requisition... ...of your life inside and out of work.**Culture:**Culture matters and we’ve been recognized as a Top Workplace for ten years running...Work at office$65k - $90k
...personal goals is the best way to help our clients and advance our business. We take that... ...Harriman is currently recruiting an Addepar Analyst, Family Office Client Services &... ...office on client reporting. Become a subject matter expert on Addepar to serve as the primary...Work experience placementWork at officeLocal area- Senior Business Analyst - Client Data & Analytics About the Opportunit yOur client, a leading global investment management firm, is seeking a Senior Business Analyst to join a strategic Client Data & Analytics team. This group is responsible for enhancing the firm's client...Flexible hours
- bswift is seeking a Client Analyst II for a temporary role through the end of the year with potential to convert to full-time. You will support client benefits websites, process files, and respond to participant inquiries from our remote team across the country. You will...Full timeTemporary workRemote work
$70k - $85k
...The Margin Client Services team is the primary interface for our clients utilizing the industry... ...automated collateral management. As an Analyst, you will support clients in streamlining... ...Security, and Work‑Life Balance. No matter your location, you are part of a culture...- ...fast-paced learning experience, owning your journey.A voice that matters: From day one, we value your ideas and contributions. You’ll... ...and your family.WHAT YOU'LL DOAs a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a key role in managing and...ApprenticeshipWork experience placement
- Dynamics Executive Search is seeking a Senior Business Analyst for a global investment management firm’s Client Data & Analytics team in New York. You will drive data initiatives, deliver BI solutions, and partner with business and technology teams to improve data quality...
$25 - $37 per hour
...all phases of the report development process, participating in client meetings to understand needs and develop requirements, conducting... ...Markets Operations is looking for a seasoned Client Reporting Analyst. Responsibilities Designs, develops, and maintains innovative...Shift workDay shift- Revelio Labs, Inc. is seeking a Client Success Data Analyst who thrives at the intersection of data analysis, client engagement, and product expertise. You’ll work with both technical and non-technical stakeholders to ensure clients extract maximum value from Revelio’s...Remote job
$81.9k - $135.1k
...and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants... ...tailored tax support for the asset management industry. As a senior analyst, you’ll collaborate with experienced professionals on hedge...Summer holidayLocal areaFlexible hours- United States Digital Space LLC is seeking a Data Analyst for the Reporting Partnerships team in the United States. The role entails generating... ...physician-level reporting and building Python scripts to power client measurement across demand and analytics initiatives. You will...
- ...hiring a Strategic Partnerships Associate in New York. The role involves supporting Partnership Management through analytical insights, client reporting, and communication with institutional investors. Candidates should possess strong analytical skills and a degree in a...
$135k - $160k
The OpportunityKey Responsibilities:Provide 24x7 support for client and user‑facing products and services with a strong focus on data quality... ...Directory/Azure AD, HRIS platforms, DMS, CRM, Finance/ERP, matter management, billing/time systems, and data warehouses.Develop...Full timeLocal area- ...Chase & Co. in New York invites applicants to join the Global Families Group. You will work with a team of advisors to bring in new clients and serve existing clients with customized wealth management solutions, helping to protect, manage, and grow wealth. Ideal...
$109k - $145k
...CoreWeave is seeking an Operations Enablement Analyst, Data Center Operations to focus on... ...judgment, and a close partnership with subject matter expertsEnsure operational practices are... ...EmployeesDeliver Best-in-Class Client ExperiencesAchieve More TogetherWe support...Permanent employmentFull timeTemporary workCasual workWork at officeFlexible hours- ...Investment Banking. The Group benefits from its strong Franco-German roots and its strategic presence in Switzerland and currently manages client assets of 140 billion euros. ODDO BHF has around 3,000 employees and a unique shareholder structure that ensures its independence....Full timePart timeTraineeshipInternshipRemote workFlexible hours
- ...seeking an entry-level professional to join our Global Families Group Asia. You will collaborate with a team of advisors to attract new clients and serve existing ones by providing tailored wealth-management solutions. You will develop skills through formal and informal...
$118.9k - $135.7k
Sr Business Analyst, Commercial Client Operations Join to apply for the Sr Business Analyst, Commercial Client Operations role at TalentAlly Sr Business Analyst, Commercial Client Operations Join to apply for the Sr Business Analyst, Commercial Client Operations role at...Full timeTemporary workPart timeWork at officeLocal area$175.5k - $180k
...Atlanta Boston New York City Do you want to do work that matters, alongside supportive leaders who will help you grow faster than you... ...operations research methods and innovative approaches to tackle client challenges in end-to-end supply chain planning - from S&OP, production...Hourly payApprenticeshipWork at officeEasy work- ICONIQ seeks an Investment Management Analyst for the Family Office Advisory Team. The role... ...on delivering high-touch service to UHNW clients, coordinating across lifestyle,... ...with internal teams to implement client matters, manage onboarding, cash and tax processes...Summer workWork at office
$125k
...-leadership content Prepare and manage existing and prospective client requests, including RFPs, DDQs, and other due diligence requests... ...technical skills, including desire to learn and become the subject matter expert in the systems used to respond to investor requests Self-...Work at office$73.4k - $183.6k
Position Summary The Client Transition Specialist supports client transition activities related to IQVIA next-generation data assets. This... ...minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of...Full timePart timeWork at officeImmediate startWorldwide- A leading asset management firm in New York City is seeking a Client Investment Research Analyst. This role involves supporting client service strategies and collaborating with senior investors on research projects. Ideal candidates should have a strong academic background...
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