• Use available data sources to gather and analyze public information
• Profile Board Members and Senior Executives using social media
• Actively participate in strategy sessions for new matters
• Provide non-legal support and administrative tasks for case organization
• Organize and maintain records of New Matters team case assessments

Requirements

Bachelor’s degree is required, preferably focusing on investigative journalism, accounting, finance and/or economics
3+ years of relevant experience related to investigative work, research, and/or analysis is required
Strong research, analytical, and critical thinking skills
Knowledge of basic financial metrics and principles is required
An “ownership” mentality with a curious and creative mindset
A keen investigative acumen
Intermediate financial literacy is preferred
Strong time management, organizational, multitasking and communication skills
Familiarity with document management systems is required; knowledge of I-Manage is preferred
Proficiency in Microsoft Word formatting is helpful

🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.

Hard Skills

investigative work
research
analysis
financial metrics
financial principles
financial literacy
document management systems
Microsoft Word formatting

Soft Skills

research skills
analytical skills
critical thinking
ownership mentality
curious mindset
creative mindset
investigative acumen
time management
organizational skills
multitasking

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