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Legal Analyst, Finance - KYC

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Clients know they can rely on us for their most challenging legal and business matters. From offices in the world’s key financial centers and political capitals, our more than 1,000 lawyers collaborate seamlessly to deliver exceptional service, sophisticated advice and creative, practical solutions.
Job title
Legal Analyst, Finance - KYC
Location
New York
Department
Corporate Paralegals
Reports to

Assistant Manager, Corporate Paralegals

Exempt/Non-Exempt
Non-Exempt
Work Schedule

Monday through Friday, 9:30 am – 5:30 pm (overtime as required)

Position Summary

Finance - KYC Legal Analysts play a critical role in supporting the Finance team’s transactional operations by managing “know your customer” (KYC) requests on behalf of various banking and lender clients. The primary workflow entails coordination of information requests from clients, organizing and tracking responses and documentation, facilitating communications between clients, internal teams, opposing counsel and other external parties, and ensuring clients have fully completed their respective KYC requirement checklists. Outside of this primary workflow, Finance - KYC Legal Analysts may work on a variety of tasks, including the preparation and verification of transactional documents to comply with local regulations, assisting Davis Polk’s Finance attorneys with other client-related matters, and helping with the development of practice resources and other special projects.

Essentials Duties and Responsibilities

Typical responsibilities include, but are not limited to, the following:

  • Receive, review, and log incoming KYC requests from banks, lenders, and other third parties
  • Organize and categorize requests based on type, urgency, and transaction context
  • Prepare and transmit consolidated lists of KYC questions to appropriate contacts, ensuring accuracy and completeness
  • Collect, review, and distribute KYC responses and supporting documentation to requesting parties in a timely manner
  • Maintain up-to-date records of all KYC inquiries, responses, and supporting materials
  • Contribute to the development and maintenance of practice resources, templates, and workflow tools
  • Take detailed notes during conference calls
  • Draft correspondence and documentation under attorney supervision
  • Maintain and organize correspondence
  • Assist attorneys with pre-closing, closing, and post-closing tasks related to KYC and similar client requirements
  • Coordinate with internal and external working groups to facilitate transaction execution
  • Handle post-closing inquiries relating to KYC
  • Assist with maintaining and organizing finance database of precedent deals
Qualifications / Position Requirements
  • Ability to manage a varied workload, meet deadlines, and work well under pressure
  • Must be punctual and reliable
  • Proficient in MS Outlook, Word, Excel, Adobe Acrobat and other applications as needed
  • Strong interpersonal skills
  • Must be able to work collaboratively with attorneys and staff, demonstrating strong teamwork and a positive attitude
  • Excellent written and verbal communication skills
  • Ability to proofread typed material for typographical spelling, and grammatical errors
  • Strong organizational skills, efficiency, and attention to detail
  • Ensure confidentiality of all the Firm’s and clients’ documentation and information
Education and/or Experience
  • Bachelor’s degree with a strong academic record is required
Compensation

The expected base salary for this position is $65,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, anticipated assignment, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. Davis Polk offers a competitive salary and comprehensive benefits package.

To apply, please email a resume, cover letter, college transcript and a short academic writing sample to corp.paralegalrecruiting@davispolk.com or by clicking below. In the subject line, please include your full name and month/year of graduation and the position you are applying for which is automatically displayed:

Apply by email

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.