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Intake Analyst

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Location: Tampa, FL, United States
Date Posted: Nov 16, 2023

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About A&M

Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services. With more than 8,000 professionals based in locations across North America, Europe, Asia and Latin America, our firm excels in problem solving and value creation.  Drawing on a strong operational heritage and hands-on approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

Position Overview         

We are seeking an Intake Analyst in a clerical support role within our internal Conflicts Department in our Tampa, Fl office. In this position you will report directly to the Director of Conflicts and be responsible for handling the new business intake and compliance process for the Department.


  • Review and audit client engagement agreements and associated business retention documents related to the opening of new engagements for the firm;
  • Update and maintain digital records associated with the compliance and intake process
  • Evaluate information secured in the business intake process to ensure accuracy and adequacy prior to approval in the billing system
  • Prompt and professional follow up with global personnel for additional information or for clarity of information as needed
  • Conduct timely approval of new business requests
  • Work alongside Conflicts Analysts to update database/digital records
  • Assist with special projects and assignments as needed


  • At least 2 years of experience working in a legal/law department environment
  • College degree preferred
  • Excellent communication skills both verbal and written. The ability to approach individuals at all levels within the firm by telephone, email correspondence or in person with confidence and clarity
  • The ability to solve problems in a methodical, practical way
  • Ability to multi-task, follow-up/follow through, be thorough, prioritize and pay close attention to detail are required
  • Must be able to function seamlessly in a time sensitive environment (i.e. handle urgent/rush requests, without sacrificing quality)
  • Must be customer service oriented
  • Experience with Microsoft Office required (Excel, Word, Outlook)
  • Familiarity with Conflicts or Records databases or similar preferred

The salary range is $50,000 - $65,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.


Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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