Analyst in Asset Transfers team at Netwealth ensuring smooth transitions of assets on the platform. Communicating with clients and external parties to validate documentation and manage asset valuations.
About the role
- Conflict Analyst responsible for supporting new client intake and conflict checks at Ankura. Performing analysis and collaborating with senior staff to mitigate issues across the West Coast.
Responsibilities
- Ensure sufficient information is gathered to perform a conflict of interest analysis
- Perform analysis via conflicts analytics tool, using policies and procedures as guidance in issue identification
- Identify and summarize all potential conflict of interest issues for resolution with the team supervisor
- Act as liaison with senior staff on issue mitigation and/or resolution
- Maintain conflict database, ensuring all data is accurate through quality control reviews
- Other duties as requested
Requirements
- Bachelor’s degree or equivalent experience
- 1+ years of experience in conflict analysis, client intake, AML or the legal field
- Ability to identify and analyze complex issues (critical thinking)
- Strong research skills
- Excellent written and verbal communications skills required
- Excellent organization skills and attention to detail
- Ability to multi-task and work with limited supervision
- Ability to work efficiently with a high degree of accuracy
- General understanding of the legal and/or business consulting industries preferred
- General understanding of conflict of interest and new client intake principles preferred
- Fundamental knowledge of Microsoft suite of products (Word, Excel, Outlook, Acrobat)
- Experience with Intapp Open, similar conflict software, or Boolean search logic preferred
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
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