Job Description

Legal Analyst Work:

Reviewing and marking up NDA’s, archive NDA’s

Manage M&A Folder on SharePoint

Legal COE: review and marking up Sponsorship and Rental agreements.

Project Capitalize: project management of CLM implementation, CONGA.

Participate in Conga demo’s

Participate and make notes of meetings with implementation partner “Forsys” and with various internal stakeholders such as Rev. Ops.

Create trackers, and update project trackers

Folder management of CLM SharePoint.

Disclosure work

Section 16 filings

Take care of all filings relating to the sale of securities, grant and vesting of securities by our section 16 officers.

Forms include: Form 3 [sec.gov] (initial statement of beneficial ownership), Form 4 [sec.gov], Form 5 [sec.gov]

Act as point of contact for Attorney’s and Paralegals re. section 16

Work includes, learning and managing the platform and all filings that are made on our new platform: Active Disclosure [get.activedisclosure.com].

Managing the relationship and making sure the billing of invoices for the service is up to date and taken care of.

Training paralegals and acting as first reviewer in most cases of the forms created by paralegals.

 

Paralegal Work:

General OGC(Office of General Counsel) paralegal work

ROC (Return on capital)(Registrar of complains) Report

Manage entire process together with Lisa Roberts, which includes and is not limited to:

Reviewing all bi-weekly reports for the respective period the ROC covers and identifying important topics to include in a draft outline

Provide assistance scheduling prep meetings with executives

Take notes during prep meetings and incorporating those in the draft outline

Email team draft outline document for completion

Schedule reminders

Check in with ROC contributors on progress and due date.

Rotation of John Zecca’s Bi-Weekly reports.

Rule Filings

CFR (Code of Federal Regulations) Kits/Appeals

Proofreading materials / Comment letters.

Support Pro-Bono Initiative

Provide administrative and substantive support to the Pro bono council

Emails and meetings to be sent out from the our Law School

Manage the various SharePoint sites

Corporate and Capital Access Law Group.

Project CAPitalize

MP/CAP Commercial Law

Manage the Client Law School

Manage curriculum

Manage NLS mailbox

Manage upload of recordings onto the Work Day Learning Platform

Additional client information: