Financial Research Analyst

Role: Alternative Fee Agreements Analyst/Financial Research Analyst

Location: NY City ( 2 days in office)

Type: Fulltime

Job Description

Responsibilities:

• Analyzes documentation and data to create and manage database records summarizing alternative fee agreements (AFAs); performs ongoing maintenance of related database.
• Works cross-functionally, joining data from various sources, interpreting findings, and summarizing within the context of legal services provided.
• Monitors and analyzes performance of individual matters and portfolios of business against established budgets, revenue, and realization.
• Responsible for leveraging precedent and historical data to problem solve and support effective decision making with a solutions oriented approach
• Prepares fee proposals based on the nature of services and type of fee arrangement.
• Compiles and analyzes historical data, identifies trends, and recommends optimal fee structures to offer services profitably.
• Comprehends and responds to inquiries, providing relevant knowledge and support to the executive management of the Firm in a manner that demonstrates strategic thinking and facilitates the implementation of AFAs.
• Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
• Manages Firm resources responsibly.
• Complies with and understands Firm operation, policies, and procedures.
• Performs other related duties as assigned.

Qualifications:

• Demonstrates critical thinking skills
• Excellent analytical, troubleshooting, organizational, and planning skills
• Knowledge of relevant Firm computer software programs
• Strong Excel background and experience with relational databases, with the ability to learn new software and operating systems
• Ability to interact professionally and collegially with all individuals within the Firm
• Operates well within a fast-paced and multi-constituent framework
• Manages time and priorities well to meet deadlines
• Demonstrates flexibility and initiative with respect to handling multiple projects and shifting priorities
• Ability to work well independently as well as effectively within a team
• Ability to actively listen, read, interpret, and follow instructions
• Excellent organization skills with keen attention to detail
• Ability to use discretion and exercise independent and sound judgment
• Ability to establish relationships handle sensitive matters, and maintain confidentiality
• Flexibility to adjust hours and work the hours necessary to meet operating and business needs

Experience/Education

• Bachelor's degree
• Minimum of three years related experience
• Candidates with Aderant (or similar management software) experience and those with professional services operational model experience are strongly preferred

Thanks and Regards

Kirti Singh| Team Lead| Diverse Team LLC |

Contact: 832-742-0530

Email: kirti@diverseteam.com

Job Type: Full-time

Pay: $95,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Andes, NY 13731