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associate legal counsel | commercial Jobs in San Francisco

associate legal counsel | commercial

corporate litigation attorney Jobs in San Francisco

corporate litigation attorney

counsel, litigation and employment Jobs in San Francisco

counsel, litigation and employment

legal counsel

commercial counsel

Longroad Energy

<div>About Longroad Energy
Longroad Energy is a Boston, MA headquartered renewable energy developer focused on the development, ownership, and operation/asset management of wind and solar energy projects throughout North America. Founded in 2016, Longroad owns 3.5 GW of wind and solar projects across the United States in addition to operating and managing a total of 5.5 GW of wind and solar projects on behalf of Longroad and third parties. Our vision is to create lasting value for our shareholders, communities, and employees by responsibly developing, owning and operating renewable energy projects. We have assembled a world-class team with a passion for renewable energy innovation and a commitment to developing renewable projects throughout the US. 
Job Purpose
Reporting to Vice President, Legal, this position will provide legal support to our commercial and industrial business unit. The Commercial Counsel will be responsible for leading and managing all legal aspects of the C&amp;I project finance and development needs and will be expected to act as a strategic partner to the business unit. The Commercial Counsel will review, draft and negotiate various project agreements and documentation associated with the development, financing, construction and operation of distributed solar and storage solutions for C&amp;I behind-the-meter, Muni-CoOp and community solar customers, from the earliest stages through construction and into commercial operation. In such role, the attorney will support multiple departments, including development, construction, operations and finance, by reviewing, drafting and negotiating real estate agreements, interconnection agreements, PPAs and REC agreements, consulting contracts, procurement and construction agreements and O&amp;M and warranty agreements. The attorney will also support the structuring, negotiating and closing of M&amp;A transactions, construction and permanent financing, tax equity investments and other credit facilities. This position will be responsible for foreseeing and protecting the Company against legal risks and is expected to rely on experience and judgment to plan and accomplish goals. Open to candidates throughout California. For candidates in the San Francisco Bay Area, in office expectation is 2-3 days a week. 
Responsibilities<ul><li>
Structure, negotiate, draft and review various project agreements including power purchase agreements, equipment procurement and warranty agreements, construction agreements, interconnection agreements, engineering and consulting service agreements, operations and maintenance agreements, confidentiality agreements, filings, and applications to various local, state, and federal agencies (including FERC)</li><li>
Independently draft and provide critical review of real estate documents, including leases and access agreements. Manage title insurers in connection with real estate transactions.</li><li>
Perform diligence activities related to closing transactions, including responding to diligence inquiries from lenders and other financing parties</li><li>
Advise and counsel capital markets and finance teams on risks associated with financing and M&amp;A transactions and develop plan to mitigate</li><li>
Independently and critical review of MIPAs, debt and tax equity agreements</li><li>
Coordinate with development and origination teams to ensure project agreements are financeable</li><li>
Manage outside counsel to ensure efficient and effective completion of tasks.</li><li>
Coordinate efforts with other corporate legal and senior management staff regarding corporate and project requirements to ensure maximum value and appropriate risk management</li><li>
Assist with maintenance of contract database</li></ul>
Minimum Qualifications<ul><li>
Law degree required (J.D.) and must be admitted in California</li><li>
5 years of experience as a lawyer in the renewable space, including specific legal knowledge and experience in solar C&amp;I matters</li><li>
Must have recent experience in the development, construction and financing of power facilities or infrastructure for an energy project developer or other energy company.</li><li>
Ability to identify risks and propose solutions to mitigate risks</li><li>
Ability to handle multiple projects and work successfully in a dynamic team environment.</li><li>
Proficient in Windows environment, MS Office, Outlook, Excel; technically savvy</li></ul> 
Desired/Preferred Qualifications<ul><li>
Experience as in-house counsel preferred but not required.</li><li>
Training with top tier law firm preferred</li></ul> 
Characteristics Necessary for Success<ul><li>
Proactive and solution-oriented</li><li>
Ability to work independently with minimal oversight.</li><li>
Personal accountability and integrity</li><li>
Ability to make informed decisions in a quick and nimble fashion</li><li>
Comfortable with a work environment that is fast paced and changes quickly</li><li>
Passionate and enthusiastic about renewable energy</li><li>
Ability to work within a cross-functional team with a positive, can do attitude</li></ul> 
Other
Applicants must be currently authorized to work in the United States. The Company does not sponsor applicants for work visas.
Salary/Compensation
The salary range is between $185k-195k. In addition to base salary, this role includes a corporate bonus. The position offers health, vision/dental insurance, flexible spending accounts, 401(k) plan, accrued paid time off, life insurance and disability coverage.
We encourage candidates to consider total compensation when applying and if you feel you meet the requirements and are excited to learn more, we&rsquo;d love to share.<ul><li>Note that the pay range listed for this position is a good faith and reasonable estimate of the range of possible base compensation at the time of posting. Exact compensation may vary based on skills, experience and location.</li></ul>
Benefits of Working at Longroad Energy We are dedicated to providing our employees with the support and resources they need to stay healthy, secure their future, and be successful in their careers. Benefits at Longroad include the opportunity for merit-based salary increases, incentive plan participation, eligibility for our 401 (k) plan and matching, and comprehensive medical, dental, vision, life, and disability insurance. Our robust time-off policy includes accrual of 18 vacation days in your first year, paid holidays, and paid volunteer time. We offer paid parental leave to help support employees as they transition into parenthood. Learn more about our employee benefits.
Diversity, Equity &amp; Inclusion Diversity, equity, and inclusion matter - at Longroad, in our industry, in our communities, and in society at large. We embrace our responsibility to build and promote a diverse, equitable, and inclusive working experience and drive change where we live and operate. We work to actively promote and celebrate diversity, equity, and inclusion. We foster a supportive space that empowers everyone at Longroad to learn about, discuss and ask questions related to embracing and honoring identity. We collaborate with our community, colleagues, and industry in the ongoing pursuit of evolving and growing an inclusive and diverse environment. Learn more about our DEI commitment.
Longroad Energy Values At Longroad, we SHINE. We aim to be the most trusted renewable energy company on the long road to a green future. We are an experienced team of problem solvers and promise-keepers who develop sustainable solutions that meet today&rsquo;s challenges and make a lasting impact on people and our planet. Learn more about our SHINE values. 
Longroad Energy is proud to be an Equal Opportunity Employer (&ldquo;EOE&rdquo;). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, disability, veteran status, citizenship, or any other legally protected status. Longroad Energy prohibits discrimination against individuals with disabilities and will reasonably accommodate applicants with a disability, upon request, and will also ensure reasonable accommodations are made for disabled employees. Longroad Energy is firmly committed to ensuring equal employment opportunities in all employment practices and personnel actions, including advertising, recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, rates of pay, and other forms of compensation.</div>

Commercial Counsel

Ramp

<div><h1 class="jobSectionHeader">About Ramp</h1>
At Ramp, we&rsquo;re rethinking how modern finance teams function in the age of AI. We believe AI isn&rsquo;t just the next big wave. It&rsquo;s the new foundation for how business gets done. We&rsquo;re investing in that future &mdash; and in the people bold enough to build it.
Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in intelligence to maximize the impact of every dollar and hour spent. More than 45,000 businesses, from family-owned farms to e-commerce giants to space startups, have saved $10B and 27.5M hours with Ramp. Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment platform in America, and enables over $100 billion in purchases each year.
Ramp&rsquo;s investors include Thrive Capital, Sands Capital, General Catalyst, Founders Fund, Khosla Ventures, Sequoia Capital, Greylock, and Redpoint, as well as over 100 angel investors who were founders or executives of leading companies. The Ramp team comprises talented leaders from leading financial services and fintech companies&mdash;Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One&mdash;as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart.
Ramp has been named to Fast Company&rsquo;s Most Innovative Companies list and LinkedIn&rsquo;s Top U.S. Startups for more than 3 years, as well as the Forbes Cloud 100, CNBC Disruptor 50, and TIME Magazine&rsquo;s 100 Most Influential Companies.<h1 class="jobSectionHeader">
About the Role</h1>
We are looking for a Legal Counsel, Commercial, to help drive Ramp&rsquo;s next phase of growth! Reporting to the Senior Counsel, Commercial, you&rsquo;ll be a key partner for other teams at Ramp and responsible for reviewing, negotiating, and advising on contracts with vendors, partners, and customers. You'll be an integral part of the Legal team as we strive to provide exceptional and efficient strategic legal and business advice. Our team's goal is to enable Ramp to help our customers succeed while limiting Ramp&rsquo;s material legal risks. We, therefore, value pragmatism and business acumen as well as the ability to quickly identify material legal risks. We hold ourselves accountable to results and foster a collaborative, transparent, inclusive, and fun work environment that allows us to grow personally and professionally.<h2 class="jobSectionHeader">
What You&rsquo;ll Do</h2><ul><li>
Review, revise and negotiate all types of sales, partnership and procurement agreements</li><li>
Provide commercial legal advice to sales, partnership and procurement teams</li><li>
Negotiate and draft agreements, amendments, NDAs and other legal documents</li><li>
Ensure compliance with relevant company policies</li><li>
Work closely with deal desk to build processes and tools for negotiating sale agreements at scale</li><li>
Help build new processes to improve our team&rsquo;s and Ramp&rsquo;s efficiency</li><li>
Drive consistency across deals by helping to optimize, streamline, and standardize contractual language</li><li>
Provide ad-hoc legal advice where needed</li><li>
Assist in building playbooks and pre-approved terms</li><li>
Help organize and create legal training for our Ramp colleagues</li></ul><h2 class="jobSectionHeader">
What You&rsquo;ll Need</h2><ul><li>
A juris doctor (J.D.) degree from an ABA-accredited law school</li><li>
2-4 years of professional experience as an attorney (this is a junior counsel role)</li><li>
Licensed in any U.S. state</li><li>
Exceptional communication skills, written and verbal</li><li>
Prior experience negotiating technology/SaaS agreements, NDAs and data processing</li><li>
agreements</li><li>
Excellent project management instincts</li><li>
You have a &ldquo;get things done&rdquo; mentality; you can dissect problems, identify solutions, and drive these solutions to completion with a high degree of autonomy</li><li>
You are a true team player with a track record of successful cross-functional collaboration</li></ul><h2 class="jobSectionHeader">
Nice to Haves</h2><ul><li>
Graduated from a top-ranked law school or have demonstrated academic excellence</li><li>
Working knowledge of Ironclad, Google Workspace and Microsoft Word</li><li>
Prior experience in high-growth startups and/or high-growth technology companies</li><li>
Prior experience working with procurement teams and/or sales teams</li><li>
Prior experience working with Fortune 1000 companies as customers and/or vendors</li></ul><h2 class="jobSectionHeader">
Benefits (for U.S.-based full-time employees)</h2><ul><li>
100% medical, dental &amp; vision insurance coverage for you<ul><li>
Partially covered for your dependents</li><li>
One Medical annual membership</li></ul></li><li>
401k (including employer match on contributions made while employed by Ramp)</li><li>
Flexible PTO</li><li>
Fertility HRA (up to $5,000 per year)</li><li>
WFH stipend to support your home office needs</li><li>
Wellness stipend</li><li>
Parental Leave</li><li>
Relocation support to NYC or SF (as needed)</li><li>
Pet insurance</li></ul><h2 class="jobSectionHeader">
Referral Instructions</h2>
If you are being referred for the role, please contact that person to apply on your behalf.<h2 class="jobSectionHeader">
Other notices</h2>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Ramp Applicant Privacy Notice
Compensation Range: $145K - $200K</div>

Associate Legal Counsel | Commercial

Product Counsel

American Advanced Management, Inc

<div>Description:

This job description is a record of the essential functions of the listed job. The job description provides the employee, CEO, Human Resources, applicants, and other agencies with a clear understanding of the job, where it fits into the organization, and the skill and work requirements in relation to other jobs. Jobs are always changing to some degree and the existence of the approved job description is not intended to limit normal change and growth. The facility will make reasonable accommodations to otherwise qualified individuals who are capable of performing the essential functions of the job with or without reasonable accommodation.
POPULATION SERVED
The position does not involve direct patient care for a population of patients ages 18 and older. Age specific experience and/or special training and/or expertise are not required to serve this population.
POSITION SUMMARY
Corporate litigation attorney will be acting as counsel of record, representing various healthcare facilities under our management. Must be confident and comfortable handling full case responsibility from intake, pleadings, discovery, motion practice, up to trial preparations. This is an in-house position, and may include some corporate/transactional work, but will focus primarily on our litigation needs. Reporting directly to senior corporate counsel, and executive management. This position may require working remotely and occasional travel.
DUTIES AND RESPONSIBILITIES<ul><li>
Employment litigation defense is required, such as wrongful termination, harassment, discrimination, wage and hour. Must have a working knowledge of employment laws, and experience with these cases.</li><li>
This will include conducting internal investigations with respect to active litigation, demand letters, and HR complaints.</li><li>
Business/commercial litigation is required, such as customer/vendor disputes. Mostly defense, some prosecution. Must know how to review underlying invoices, account statements, contracts.</li><li>
Must be autonomous, able to go from consultation with non-legal company reps, to research, to preparing and filing a complaint.</li><li>
Must be able to receive a demand letter and/or a compliant, and take on the necessary investigation and filing of responsive pleadings.</li><li>
Preparing correspondence and documents</li><li>
Filing, typing, and using computer software with emphasis on basic word processing and spreadsheet applications.</li><li>
Communicating with employees and management.</li><li>
Coordinating special projects as directed.</li><li>
Read and analyze incoming memos, submissions, and reports to determine their significance and plan response.</li><li>
File and retrieve corporate documents, records, and reports.</li><li>
Compile data, and prepare papers for consideration and presentation by executives, committees and Boards of Directors.</li><li>
Conduct interviews with employees and management.</li><li>
Summarize depositions, testimony and interrogations.</li><li>
Attend relevant meetings and events.</li><li>
Draft legal documents such as contracts.</li><li>
All other duties as assigned</li></ul>
Requirements:

This position requires a California State Bar license. Must have at least 3-5 years of hands-on litigation experience. Must be admitted, or capable of admission, to all California Courts. Additional preferred experience in: actual trial, arbitration and mediation, labor commissioner, administrative law, healthcare/patient collections, malpractice, elder abuse, and negligence. Strong work ethic. Ability to prioritize and stay motivated.</div>

Corporate Litigation Attorney

Pattern Energy

<div>
 
 Company Overview
 
 
 
 Pattern Energy is a leading renewable energy company that develops, constructs, owns, and operates high-quality wind and solar generation, transmission, and energy storage facilities. Our mission is to transition the world to renewable energy through the sustainable development and responsible operation of facilities with respect for the environment, communities, and cultures where we have a presence.
 
 
 Our approach begins and ends with establishing trust, accountability, and transparency. Our company values of creative spirit, pride of ownership, follow-through, and a team-first attitude drive us to pursue our mission every day. Our culture supports our values by fostering innovative and critical thinking and a deep belief in living up to our promises.
 
 
 Headquartered in the United States, Pattern has a global portfolio of more than 30 power facilities and transmission assets, serving various customers that provide low-cost clean energy to millions of consumers.
 
 
 
 Responsibilities
 
 
 
 
 Job Purpose
 
 
 
 The Contracts Manager (Procurement) will serve as a key point of contact for capital procurement-focused pre-award contracting activities, and post-award contracting support, for large-scale, complex, construction projects , including drafting and review of terms and conditions and preparation and management of exhibits and appendices (in collaboration with project management, internal counsel and commercial team), for Pattern&rsquo;s Engineering, Procurement and Construction (&ldquo;
 
 EPC
 
 ) group. The Contracts Manager will also be responsible for the development and implementation (including automation) of contracts management processes, procedures, and best practices.
 
 
 The Contracts Manager will be responsible for coordinating with both internal and external stakeholders to ensure there is &ldquo;one voice&rdquo; in communications with external parties as well as serving as the main commercial contact for supplier communication and issue escalation. Overall responsibilities will include extensive pre-award procurement contract origination and formation support, with a focus on commercial requirements and post-award support of contract implementation and tracking and implementation of lessons learned.
 
 
 
 Key Accountabilities
 
 
 
 <ul>
 <li>
 Drafting, negotiating and providing commercial expertise on large scale power generation equipment supply and service agreements for wind, solar, storage, and transmission projects.
 </li>
 <ul>
 <li>
 Examples include: Turbine Supply Agreements, Battery Energy Storage Agreements, Module Supply Agreements, Transformer Supply Agreements, Breaker Purchase Agreements, Master Services Agreements, Task Orders, Change Orders, Term Sheets/Reservation Agreements, and non-disclosure/confidentiality agreements.
 </li>
 </ul>
 <li>
 Responsibility for supporting and facilitating internal and external stakeholder communication.
 </li>
 <li>
 Develop, manage and strengthen strategic partnerships and relationships with Pattern&rsquo;s supplier community.
 </li>
 <li>
 Identify problematic provisions of agreements; seek resolution by consulting with pertinent internal stakeholders.
 </li>
 <li>
 Involvement with all disciplines/project-related meetings to ensure contract understanding and facilitation of contract hand-off and knowledge transfer during transition from pre-award to post-award (execution) phase.
 </li>
 <li>
 Consult with internal stakeholders (including legal, insurance, tax, engineering, project controls, document control, operations/asset management) to ensure contractual requirements adhere to Pattern&rsquo;s standards and applicable project requirements.
 </li>
 <li>
 Determine and ensure proper approvals for all governance related matters are obtained before execution of any contract.
 </li>
 <li>
 Ensure Pattern contract documents are accurate, current and consistent and that &ldquo;lessons learned&rdquo; are considered and implemented, where applicable.
 </li>
 <li>
 Provide advice, guidance, and overall commercial expertise to team members relating to contract terms and conditions.
 </li>
 <li>
 Identify opportunities to improve processes and implement same.
 </li>
 <li>
 Maintenance of contracts in the EPC group&rsquo;s contracts management software (InEight)
 </li>
 <li>
 Other special projects and duties as directed by management.
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Experience/Qualifications/Education Required
 
 
 
 
 Educational And Required Work Experience
 
 
 
 BA / BS degree or equivalent education. Minimum of ten years of direct major capital procurement contract management and administration experience in a fast-paced corporate / large scale infrastructure project environment. Renewables industry experience highly preferred. Contract management experience developing and supporting large value capital procurement contracts. Familiarity with complex business agreements, ability to read, understand, comprehend, and identify pertinent information from agreements/contracts.
 
 
 
 Additional Requirements
 
 
 
 Must possess strengths in the following:
 
 
 <ul>
 <li>
 Ability to work independently with minimal supervision.
 </li>
 <li>
 Ability to read, understand, summarize and draft complex contract and commercial terms.
 </li>
 <li>
 Self-starter. Ability to research, learn and understand new concepts.
 </li>
 <li>
 Strong attention to detail.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 Good organizational, planning and implementation skills, including the ability to coordinate and work in a team-first environment.
 </li>
 <li>
 Demonstrated ability and track record of success supporting a matrix organizational structure.
 </li>
 <li>
 Ability to work in a fast-paced environment and manage multiple projects/requests with shifting priorities.
 </li>
 <li>
 Ability to communicate effectively and collaboratively with all levels of personnel, both within Pattern and externally.
 </li>
 <li>
 Good time management skills.
 </li>
 <li>
 Diligent, flexible and of high integrity.
 </li>
 <li>
 Willingness to travel to project sites and corporate locations.
 
 
 </li>
 </ul>
 
 Technical Skills
 
 
 
 <ul>
 <li>
 Strong computer skills, including Microsoft Word, Excel, Outlook, PowerPoint, SharePoint 2010, Adobe Acrobat and Contract Lifecycle Management systems. Experience with Contracts Management software (InEight, Procore) a plus.
 
 
 </li>
 </ul>
 The expected starting pay range for this role is $103,000 - $139,000 USD. This range is an estimate and base pay may be above or below the ranges based on several factors including but not limited to location, work experience, certifications, and education. In addition to base pay, Pattern&rsquo;s compensation program includes a bonus structure for full-time employees of all levels. We also provide a comprehensive benefits package which includes medical, dental, vision, short and long-term disability, life insurance, voluntary benefits, family care benefits, employee assistance program, paid time off and bonding leave, paid holidays, 401(k)/RRSP retirement savings plan with employer contribution, and employee referral bonuses.
 
 
 
 Pattern Energy Group is an Equal Opportunity Employer.
 
 
 
</div>

Contracts Manager - Capital Procurement

Amazon.com

<div><h2 class="jobSectionHeader">DESCRIPTION</h2>
We are looking for a talented commercial lawyer to fill the position of Corporate Counsel. At eero, we have a motto: to make wifi that just works. You&rsquo;ll help us by working directly with the business to negotiate complex transactions that grow our business and help us scale. 
 
This Corporate Counsel will work directly with eero&rsquo;s Sales and Business Development to support their activities globally. They will also assist with key third-party vendor negotiations to help the eero business continue to scale.
 
 
In this role, you will draft and negotiate customer agreements for the sale of eero&rsquo;s hardware and software services. You will provide guidance to eero&rsquo;s partner success team on ongoing contractual arrangements. Additionally, you will lead key negotiations with strategic third-party vendors that support the growth of eero&rsquo;s business. Along the way, you will develop risk-adjusted strategies for using generative AI tools to scale eero's sales and business development teams and equip them with flexibility and freedom to move quickly. 
 
The successful candidate will be proactive, entrepreneurial, enjoy being challenged, have strong drafting and oral communication skills, and demonstrate sound, pragmatic judgment in ambiguous situations. 
 
 
 
The attorney in this position will be based at eero&rsquo;s headquarters in San Francisco, CA. Some travel, domestic and international, will be required. 
 
Key job responsibilities 
Your duties will include: end-to-end ownership of the negotiation of contracts for the sale of eero's hardware products and SaaS, providing day-to-day advice on contractual issues posed by eero's partner success team, and leading negotiations with eero's strategic third-party vendors. The successful candidate will be inquisitive, enthusiastic about technology, enjoy thinking about problems of scale and how AI can solve them, and will demonstrate sound judgment even in ambiguous situations. 
 
About the team 
The eero legal team is part of Amazon Legal (Lab126), and we work alongside a diverse and expert team of business development, engineering, marketing, product, and international expansion professionals that are working on some of the most interesting legal challenges in tech. Our team loves what they do, and we hope you will too!<h2 class="jobSectionHeader">
BASIC QUALIFICATIONS</h2><ul><li>Juris Doctor and membership in one state bar or equivalent</li><li>5+ years of legal experience</li><li>Experience in transactional and technology licensing or equivalent</li><li>Experience of a mix of corporate law firm and in-house work</li></ul><h2 class="jobSectionHeader">
PREFERRED QUALIFICATIONS</h2><ul><li>Experience in consumer electronics or technology sector</li><li>Can manage multiple projects and meet deadlines</li><li>Can work proactively and independently, meet deadlines, and deliver on projects and tasks</li><li>Demonstrated sense of ownership and commitment to driving matters to conclusion.</li></ul> 
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. 
 
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company&rsquo;s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 
 
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 
 
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner. 
 
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $138,500/year in our lowest geographic market up to $229,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.</div>

Corporate Counsel, eero

Stifel

<div>What You'll Be Doing:
<div>
The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work, client service and should have experience working closely with clients and co-workers. The Portfolio Analyst must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.</div>
What We're Looking For:
<ul><li>Create, maintain, and distribute performance, billing, and operational reports to support internal teams and client service efforts.</li><li>Track key economic data and update the office&rsquo;s client-facing economic outlook presentation slides on an ongoing basis, ensuring timely and accurate reflection of market conditions.</li><li>Conduct annual mutual fund share class reviews to ensure clients are invested in the lowest-cost options available.</li><li>Collaborate with the Finance department to manage quarterly billing cycle for the San Francisco office, ensuring accurate account setup, secure and timely invoice delivery.</li><li>Generate quarterly reports for affiliated accountants, ensuring accuracy and timely delivery.</li><li>Review trade reports for billing implications and model strategy changes.</li><li>Conduct cross-platform updates to ensure consistency in model strategies, benchmarks, and account naming conventions.</li><li>Research investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Keeps investment teams on track with asset allocation and client reviews.
</li><li>Under supervision of Portfolio Manager or Investment Associate, work with clients to answer investment-related questions. Have knowledge of investment products, operations and the servicing requirements of their clients.
</li><li>Run special projects with an investment focus which could include forecasting and analyzing information for current clients and prospects.
</li><li>Use judgment and analysis tools to prepare specialized reports for clients and prospects, subject to Portfolio Manager review.
</li><li>Work on special projects as needed.
</li><li>Attend client meetings and client events. Attend relevant conferences to keep informed of changes and developments to the Firm and the industry.</li><li>Support advisors with administrative work such as preparing expense reports and running and preparing client and prospect presentation materials.
</li><li>Lead or assist in special projects such as optimizing internal reporting templates and enhancing system usage across teams.</li><li>Act as liaison with marketing and compliance teams to facilitate client communications, including weekly Market Insights and quarterly market outlooks.</li><li>Provide cross-functional operational support, including coverage for colleagues on leave, backup Notary services, and assistance with compliance-related and ad hoc operational tasks.</li><li>Coordinate logistics and execution of client engagement programs (e.g., holiday gifts, birthday outreach), with a focus on maintaining accurate records and timely delivery.</li><li>Handle various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; determining instruments to sell to raise cash and documenting/memorializing client meetings and communications.</li><li>Additional responsibilities as assigned or requested.</li></ul>
What You'll Bring:
<ul><li>Proven experience working in a high-touch client service environment.
</li><li>Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.</li><li>Highly organized, efficient and attentive to detail. Self-motivated and able to multi-task in an independent and timely manner.
</li><li>Team player &ndash; goes above and beyond in anticipating the needs of portfolio management teams.
</li><li>Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.</li><li>Knowledge and experience using analytical skills.</li><li>Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: Bachelor's degree in a related field or equivalent experience</li><li>Minimum Required: 1+ years relevant experience.
</li><li>Preferred: 1-3 years of financial analysis in investment industry experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management.</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li><li>Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce</li></ul><div>
#LI-JK1</div>
Compensation Range: Salary: USD $70,000.00/Yr. - USD $97,000.00/Yr.
 
 
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
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1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client&rsquo;s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel&rsquo;s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.</div><div></div><div> 
1919 Investment Counsel is an Equal Opportunity Employer.</div></div>

Portfolio Analyst

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