Legal Analyst

3 months ago


Cape Town, South Africa IDR Group Full time

The Legal Analyst is responsible for assisting in the roll out and operational delivery of two exciting new services aimed at the intersection between law and technology. The Legal Analyst will assist in all aspects of service delivery, service refinement, product development and client relationship management, thereby acquiring a niche FinTech skillset.

Process
- Digitise paper questionnaires and contracts using our platform such that investors can invest in a fund with minimum hassle and maximum efficiency
- Map each questionnaire to a master questionnaire such that investors can reuse their responses across multiple investments
- Sense check completed investor questionnaires to maximise efficiency for fund counsel’s subsequent review
- Manage Side Letter administration on behalf of our clients by extracting and categorising agreed clauses
- Track and report on the completion status of investors within each fund using purpose-built dashboards
- Ensure that all activity reflects a defined process and is undertaken within set parameters
- Manage your queue in the client care service-desk within agreed processes and performance metrics while providing call trend analysis and pro-active suggestions for improvement

People
- Manage client relationships (chiefly investment managers and law firms), identify service development areas and take responsibility to ensure they get delivered
- Assist investors to complete their contracts and questionnaires online
- Train clients, their law firms and investors to use the platform efficiently
- Work closely with law firms for each fund to maximise the efficiency of our team’s checks
- Comfortably present to senior clients on product demonstrations and status update calls
- Work closely with management to highlight any subscription and client care issues
- Work closely with the KYC and FATCA/CRS team so that the investors progress seamlessly from one stage of onboarding to the next

Continuous Improvement and System
- Work with the General Counsel and Senior Legal Analyst to refine operational procedures as the team expands over time
- Develop a deep understanding of the platform and proactively suggest improvements in order to maximize efficiency and control risk
- Listen to clients and investors and suggest technology improvements in pursuit of efficiency
- Work with the Business Analyst to translate ideas into system changes on our platform

Management
- Manage a varied workload in an efficient manner to meet key client deliverables and deadlines
- Support the measurement and reporting of performance using well considered indicators
- Report effectively to management with a ‘no surprises’ approach

Key Result Areas
- Successful roll out of the service
- Refinement of procedures and system
- Happy clients and investors

Target Vocational Qualifications

Bachelor’s degree level qualification in law (essential)

About You
- Fluent spoken and written English
- Tech savvy, flexible and outgoing
- Methodical with an organized and self-starting approach to work.
- Experience in a professional services environment is advantageous but not essential
- Willing to work in allocated shift time



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