Our 19-person legal and regulatory team prioritizes collaboration, creativity, and innovation. In addition to providing superb legal advice, our team focuses on building deep relationships to add value to our investment process.
The Legal Operations Analyst will design, maintain, and enhance systems and tools that support legal operations, with a strong emphasis on data integrity, analytics and reporting, automation, generative AI, and process optimization. This role supports the legal and regulatory team’s work on trading, transactions, risk and assurance, and compliance matters related to our diverse public and private portfolio. This role bridges the gap between legal and technical domains and is ideal for someone who has worked inside legal workflows, is proficient in Power BI, and actively experiments with AI tools. The analyst will be responsible for developing and managing workflows, legal datasets, and scalable solutions that improve efficiency and support Cascade’s legal and compliance efforts. This role collaborates cross-functionally with legal, technology, and other investment operations teams.
Key Responsibilities
Data & Reporting: Build and maintain Power BI dashboards, data models, and reporting that give the legal team and leadership visibility into legal, compliance, and risk and assurance data
Legal Tech Systems: Oversee systems and processes for various legal data and workflows, including knowledge management, trade support, regulatory compliance, employee trading, vendor contracts, enterprise risk management, assurance, and more. Administer, populate, and report from multiple databases that capture information about our legal entities, investments, trading restrictions, counterparties, workflows, and other matters
Process Optimization & Automation: Identify operational inefficiencies and propose and implement scalable, tech-enabled solutions; own and evolve workflows
Enterprise Risk: Maintain dynamic risk assessment frameworks and tools to facilitate annual risk reviews, assurance activities, and reports to leadership
AI Exploration & Implementation: Research and evaluate emerging AI tools relevant to legal and compliance functions, providing recommendations on adoption and designing and executing implementation plans. Configure and maintain AI capabilities such as review playbooks, custom skills and prompts, and contract intelligence repositories, testing and iterating on outputs with accountability for quality. Stay current on legal tech and AI trends to inform system enhancements and innovation opportunities
Training & Adoption: Drive adoption of legal technology and AI across the legal and regulatory team through demonstrations, user guides, and feedback loops, and track and report adoption and outcomes
Project Management: Participate in and manage legal and cross-department projects
Can take a problem and run with it, applying genuine curiosity and practical judgment to make reasonable calls with sometimes imperfect information, while seeking guidance when required and escalating things that genuinely need escalating
Stays with hard problems, finding a third approach when the first two fail rather than handing the problem back
Commits to dates and hits them, and flags slippage early when a date is at risk
Seeks out direct feedback and acts on it quickly
Is comfortable working without a detailed roadmap in an environment where priorities shift
How You'll Work
You will work on systems and projects end-to-end, from scoping through delivery. Much of your work may start out underspecified, as a problem with no established process, incomplete data, and no obvious owner, and you will be expected to figure out the path forward. We are looking for someone who:
Skills and Qualifications
Bachelor’s degree with strong academic credentials in a relevant field (e.g. pre-law, business analytics, computer science, or similar)
Three to six years of experience in legal operations, legal technology, compliance operations, or a comparable analytical role, with direct exposure to legal or compliance workflows
Strong Power BI skills preferred, including data modeling, DAX, and dashboard design, plus strong Excel skills and hands-on familiarity with Smartsheet; experience with SQL and Power Apps is a strong plus
Experience with legal tools, such as GC AI, Harvey, Legora, CoCounsel, or comparable is a strong plus
Hands-on experience with AI tools along with a demonstrated appetite for experimentation, and a practical understanding of where these tools succeed and where they fail
Familiarity with data security, information governance, and compliance considerations for AI and legal technology is a plus
Strong analytical and process improvement skills; ability to work with complex data and systems
Meticulous attention to detail
Excellent interpersonal, verbal, and written communication skills, including the ability to present confidently and to lead demonstrations and training sessions for groups
Ability to work collaboratively in a cross-functional environment with internal and external contacts at all levels, establishing credibility with senior stakeholders and translating technical concepts for non-technical audiences.
Skills Required
- Bachelor's degree in a relevant field such as pre-law, business analytics, computer science, or a similar discipline
- Three to six years of experience in legal operations, legal technology, compliance operations, or a comparable analytical role
- Direct exposure to legal or compliance workflows
- Strong Power BI skills, including data modeling, DAX, and dashboard design
- Strong Microsoft Excel skills
- Hands-on familiarity with Smartsheet
- Experience with SQL and Power Apps
- Experience with legal technology tools such as GC AI, Harvey, Legora, CoCounsel, or comparable platforms
- Hands-on experience with AI tools and practical understanding of their capabilities and limitations
- Familiarity with data security, information governance, and AI and legal technology compliance considerations
- Strong analytical and process improvement skills, with the ability to work with complex data and systems
- Meticulous attention to detail
- Excellent interpersonal, verbal, and written communication skills
- Ability to present confidently and lead demonstrations and training sessions
- Ability to collaborate cross-functionally and translate technical concepts for non-technical audiences
What We Do
Investing to support and advance the vital work of the Gates Foundation Trust and Gates Family. Founded in 1994, Cascade applies a fundamental, long horizon investment approach across asset classes and geographies. While Cascade manages the assets of the Trust, which funds the Gates Foundation, neither Cascade nor the Trust play a role in the grantmaking or operations of the foundation. Additionally, the foundation does not control or participate in the Trust’s investment activities.
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