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Manage CRM administration, user access, account records, data quality, system integrations, and team operations for the equities business. Support reporting, dashboards, platform issue resolution, compliance documentation, account meeting logistics, broker vote reconciliation, marketing materials, organizational charts, and website content. Coordinate with Research, Sales, Trading, Compliance, Business Continuity, and Technology stakeholders while handling high-volume recurring processes and identifying workflow and data-quality improvements.

Provide legal support to investment banking and capital markets: draft, review and negotiate engagement letters, NDAs and transaction documents; advise on securities and M&A matters; monitor regulatory changes; participate in firm committees; manage outside counsel and assist with ancillary litigation and special projects.