Attorney

• Serve as a senior negotiator and subject matter expert for ISDA Master Agreements, Schedules, Credit Support Annexes (CSAs), and related derivatives, futures clearing, and collateral documentation;
• lead complex and bespoke negotiations across the full transaction lifecycle
• Prepare, review, draft, and negotiate standard and non-standard documentation in support of trading relationships, ensuring accuracy, consistency, and alignment with business and risk objectives
• Advise business stakeholders on contractual provisions, negotiation strategy, and the implications of proposed changes, including associated legal, credit, operational, and reputational risks
• Provide guidance on industry documentation standards, market practice, and regulatory requirements;
• interpret and apply these in the context of negotiations and transaction execution
• Partner closely with Trading, Sales, Credit, Risk, Operations, Legal, and other control functions to facilitate efficient onboarding and execution of transactions
• Evaluate business proposals and documentation terms against institutional risk appetite, regulatory expectations, and market standards, escalating issues where appropriate
• Monitor and manage complex negotiations and transaction flows, ensuring timely execution, appropriate documentation controls, and transparency in status tracking and issue resolution
• Drive enhancements in documentation practices, including standardization, automation, and efficiency of negotiation and execution processes
• Support quality control efforts to ensure consistency of documentation, adherence to procedures, and maintenance of accurate records of negotiations and their status
• Stay current on industry developments, including ISDA documentation updates, regulatory changes, and market trends, and incorporate these into negotiation practices
• Apply sound judgment in assessing risk and safeguarding the firm, its clients, and assets by ensuring adherence to policies, regulatory requirements, and strong control standards; appropriately escalate and report issues

Senior Legal Support Lead Officer – ISDA Negotiation

• - Must be proficient in the use of Word, Microsoft Office, PowerPoint & Excel.
• - Analyzing complex legal issues and providing targeted and effective counsel to clients.
• - Draft and review vital pleadings and motions, respond to discoveries, and drive motions.
• - Communicate in a highly effective manner with colleagues and clients.
• - Ability to work in a fast-paced, evolving environment.

Construction Litigation Attorney

• Analyzing complex legal issues and providing targeted and effective counsel to clients.
• Draft and review vital pleadings and motions, respond to discoveries, and drive motions.
• Communicate in a highly effective manner with colleagues and clients.
• Ability to work in a fast-paced, evolving environment.

• Handles legal work on assigned cases.
• Aggressively pursues files referred to Staff Counsel by the Claims Department.
• Creates and maintains a documented strategy for case handling in each assigned case to include a synopsis of the intangible factors, i.e. the judge, plaintiff attorney, aggravating factors, etc.
• Develops, organizes and maintains document files consisting of pleadings, briefs and memorandums.
• Prepares and submits timely status reports to claims handlers on all significant activities as they occur, but at no greater than 60-day intervals.
• Ensures that all files are properly documented and organized.
• Provides prompt and timely responses to all telephone calls and correspondence.
• Utilizes and/or ensures use of case management software for maintaining notes, diary, calendar, billing, etc., on cases assigned to Staff Counsel and in accordance with established Company operating guidelines, procedures and legal and ethical requirements / guidelines.
• Performs all other duties as assigned.

In-House Trial Attorney – Temporary, Project Based

• - Draft/review and respond to substantive pleadings, motions, and discovery
• - Attend/chair hearings, depositions, mediations, and meetings with clients, as well as negotiate settlements
• - Must be competent & proficient in the use of Word, Microsoft Office, PowerPoint & Excel
• - Communicate in a highly effective manner with team members and clients
• - Ability to work in a fast-paced, evolving environment

Insurance Defense Associate Attorney

• Lead and manage the Global Capital Formation legal function supporting all aspects of private fund formation across private equity, private credit, infrastructure, real estate, timberland and agriculture
• Oversee the structuring, launch, and administration of global funds with co‑investment vehicles, parallel structures, and feeder vehicles as well as funds of one and separately managed accounts
• Draft, negotiate, and supervise preparation of core private fund documents, including: Limited partnership agreements, Private placement memoranda, Subscription agreements, Investment management agreements and Side letters
• Engage directly with senior leadership and investment teams to resolve complex structuring, operational, and investor-related matters
• Provide strategic legal guidance on development of new global private markets products and customized investor solutions and partner closely with investor relations and distribution teams on fundraising for global private markets strategies
• Advise on regulatory matters involving the Investment Advisers Act, Securities Act, and Investment Company Act, including development and maintenance of fund-related policies and procedures
• Review and approve investor communications and marketing materials to ensure compliance with regulatory and contractual requirements
• Oversee preparation and updating of Form ADV and other regulatory filings for private markets entities
• Collaborate with investment, finance, compliance, tax, operations, and investor relations teams on capital formation strategy, product development, fund closings, and ongoing fund governance
• Manage external counsel engagements to ensure efficiency, cost‑effectiveness, and consistency across global fund launches
• Serve as the principal legal advisor to the Global Capital Formation function and a strategic partner to business leadership
• Build, develop, and lead a high-performing team supporting global private fund formation activities
• Drive continuous improvement across legal processes, documentation standards, and fundraising workflows
• Contribute to strategic planning for the long-term growth of the Private Markets platform

AVP, Head of Global Capital Formation Legal

Associate Attorney

• Prepare, submit, and track initial and renewal licensing applications across multiple states and regulatory bodies, including California and Texas
• Maintain up-to-date licensing records, documentation, and status tracking systems
• Monitor expiration dates and proactively manage renewals to prevent lapses in licensure
• Ensure all licensing files meet completeness, accuracy, and audit-readiness standards
• Serve as a point of contact with licensing boards and regulatory agencies, including CA and TX licensing authorities
• Respond to requests for information, deficiency notices, and follow-up inquiries
• Stay informed of changes in licensing requirements and regulations, particularly within California and Texas, escalating impacts as needed
• Maintain accurate data within internal systems and tracking tools
• Generate reports on license status, upcoming renewals, and compliance risks
• Identify discrepancies or gaps and take corrective action
• Partner with Credentialing, Provider Operations, Legal, and Compliance teams to ensure alignment
• Support onboarding processes requiring licensure verification or application submission
• Assist with audits, internal reviews, and client reporting requirements
• Provide general administrative support to the Legal/Compliance department, including triaging information requests with business stakeholders and supporting departmental initiatives, documentation, and coordination needs
• Recommend process improvements to enhance efficiency, accuracy, and turnaround times
• Support standardization of documentation and tracking processes
• Leverage technology and systems to improve workflow management

Licensing & Legal Specialist

• Must be competent & proficient in the use of Word, Microsoft Office, PowerPoint & Excel
• Draft/review substantive pleadings and motions
• Respond to motions & discovery
• Attend/chair hearings, depositions, mediations, meetings with clients, as well as negotiate settlements
• Communicate in a highly effective manner with team members and clients
• Ability to work in a fast paced evolving environment

• Draft/review substantive pleadings and motions
• Respond to motions & discovery
• Attend/chair hearings, depositions, mediations, meetings with clients, as well as negotiate settlements
• Communicate in a highly effective manner with team members and clients
• Ability to work in a fast paced evolving environment

• Manages the execution, review, processing and tracking of legal documentation and records, assists with corporate reorganization transactions and completes varied work requests from multiple sources that may be complex in character and have tight deadlines.
• Drafts and prepares materials for the annual shareholder and subsidiary board meetings.
• Drafts subsidiary board meeting minutes, and mergers/transactional agreements.
• Assists with the preparation for meetings of the Nomination, Governance and Public Affairs Committee, a committee of the Board of Directors of Citigroup Inc.
• Interacts with senior leaders, internal and external peers to gather information and works closely with the team’s management to determine legal solutions.
• Responsible for legal support activities related to providing evidence of the oversight and closure of Board-owned milestones under regulation.
• Conducts research, applies institutional knowledge and knowledge of laws, rules and regulations to identify solutions or to formulate an approach or strategy.
• Responds with urgency to various time sensitive requests.
• Participates in legal programs and projects to achieve coordinated and efficient process improvements and legal support solutions.

Legal Support Lead Officer – Corporate Governance

• Attend court, sign pleadings, settle cases, and perform various attorney tasks.
• Handle all aspects of litigation and engage in risk analysis.
• Prepare for and conduct trials, providing analysis on legal and regulatory risks.
• Review correspondence, and files to ensure appropriateness.
• Manage own caseload effectively.
• Familiarity with state and federal consumer laws and any changes in regulations.

• Assist the judiciary with case management, pending litigation, processing of criminal and civil appeals, and a variety of issues
• Draft memoranda, opinions, orders, and conduct legal research
• Review briefs and case files
• Advise judges on pending litigation

Senior Trial Court Staff Attorney

• Support customers across Corporate Legal suite of products
• Engage with executives at enterprise and strategic customer accounts
• Deliver measurable customer outcomes through structured Customer Success Plans (CSPs)
• Implement executive business reviews (EBRs) and proactive customer check-ins
• Serve as product expert in event settings and develop enablement for customers
• Build and present business plans, reporting on market and competitor activities
• Collaborate with internal and external partners to improve customer experience

Senior Customer Success Manager, Corporate Legal

• Represents clients in all areas of insurance defense practice
• Handles all phases of cases from intake to resolution
• Litigates low complexity and exposure cases
• Prepares pleadings, motions, discovery, and briefs
• Attends hearings, conferences, interviews, mediations, arbitrations, and/or trials
• Informs leadership of case handling opportunities and challenges
• Consults with the Claims Department on the legal aspects of files
• Ensures efficient case management
• May handle second chair trials and trials in cases with minimal complexity

Insurance Defense Attorney

• Representing clients in all areas of insurance defense practice
• Handling cases that are primarily low in complexity and exposure
• Manages all phases of cases from intake to resolution
• Litigates low complexity and exposure cases and performs duties necessary from intake to trial and/or settlement
• Preparation of pleadings, motions, discovery, and briefs
• Attends hearings, conferences, interviews, mediations, arbitrations, and/or trials
• Proactively informs leadership of case handling opportunities and challenges encountered
• Consults with the Claims Department on the legal aspects of files
• Performs other tasks or duties to ensure efficient case management
• May handle second chair trials and handle trials in cases with minimal complexity and/or exposure
• May provide support to senior attorneys in cases of greater complexity and/or exposure and may receive developmental assignments of matters that are of moderate complexity and/or exposure

Insurance Defense Attorney – Limited Term Employment

• Represents the Florida Commission on Human Relations in civil litigation, administrative, and other legal proceedings
• Prepares legal documents, conducts legal research, and provides advice on legal issues and transactions
• Determines whether statutory violations occurred in cases investigated by the agency
• Reviews investigative reports for legal sufficiency
• Prepares Determinations and other legal documents for review and approval
• Works with investigations managers to improve work product and revise investigative reports
• Represents the agency in legal proceedings
• Responds to inquiries regarding legal issues specific to employment discrimination, retaliation, public accommodations, and fair housing
• Prepares and conducts legal training modules

Senior Attorney

• Serve as the primary point of accountability for client health across your portfolio.
• Identify at-risk accounts early and lead the response to protect and grow the client relationship.
• Align with Account Managers to ensure success plans, commercial priorities, and relationship milestones are coordinated.
• Drive proactive, outcome-focused engagement with assigned accounts.
• Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.
• Serve as a subject matter expert in Intapp DealCloud.
• Consult with clients post-deployment to ensure they capitalize on all available DealCloud features.
• Build a visible presence as a trusted advisor in the market through user group leadership and active participation in Intapp's client community.
• Serve as the voice of the customer on new features and development priorities.

Client Success Director – Legal

• Investigating and confirming facts of loss for automobile accidents
• Adjusting and negotiating claims within limit of authority
• Mentoring junior employees and providing direction

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