• Lead the formation and structuring of investment funds - including VC funds, PE funds, real estate funds, hedge funds, SPVs, co-invest vehicles, parallel funds, management companies, GPs, and related entities. • Draft, review, and negotiate core fund documents, including LPAs, PPMs, subscription documents, side letters, MFN matrices, and management/advisory/services agreements. • Advise on fund economics and governance (carry structures, waterfalls, GP commitments, decision-making rights) in partnership with tax, finance, and investment teams. • Manage securities and regulatory filings (e.g., Form D, Blue Sky/state filings) and support other SEC-related obligations for fund offerings. • Design, implement, and maintain compliance frameworks and policies for marketing, allocations, co-investments, conflicts, and related fund activities. • Provide day-to-day legal support for fund operations, including capital calls, distributions, LP consents, transfers, secondaries, and amendments. • Support investor relations by reviewing investor communications, addressing LP questions about terms and rights, and tracking/implementing side letter obligations. • Coordinate with administrators, tax advisors, and internal finance/operations teams to ensure documents, records, and structures are accurate and aligned across the platform. • Oversee ongoing entity maintenance for funds and related entities, including formations, good-standing filings, corporate approvals, resolutions, and restructuring actions. • Help build and refine playbooks, templates, and processes so future funds and vehicles can be launched and managed more efficiently over time. • Assist and train other attorneys at Bowery Legal who are open to learning more about the skills and work around a Funds practice.

• This position is an integral part of the firm’s commitment to Practice Management. • A Financial Services Representative (FSR) helps Financial Advisors increase revenue by providing a disciplined process for the referral and on-going service of lower-revenue clients. • Responsible for bringing clients into the FSR program via the referral process. • Re-fact new FSR clients to determine appropriate investment implementation. • Change client investments to provide a properly diversified and efficient portfolio. • Provide on-going service using a leveraged one-to-many model. • Encourage clients who are not a fit for the business model to move away from D.A. Davidson. • Offer reassignment to the Financial Advisor/team for those that bring in substantial additional assets.

• Be a key technical, hands-on, and functional team member for Workday Financials initiatives, owning strategic configuration and design decisions within the Workday Financials ecosystem to build scalable, high-quality solutions for complex business needs. • Own end-to-end project delivery—from scoping and requirements through build, testing, go-live, and post-deployment support—partnering closely with Finance and cross-functional stakeholders to align plans, communicate progress, and deliver projects on time. • Maintain strong governance and documentation standards, ensuring clear data lineage, audit-ready records, and structured configuration tracking while contributing to the Workday configuration library and internal best practices. • Lead design, testing and deployment of enhancements to maximize business value and process optimization.

• Financial Modeling and Forecasting: build, improve, and maintain the company three-statement financial model with a focus on expenses. Responsible for the models’ core assumptions, quality, accuracy, and timeliness. • Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities. • Key Metric Reporting: monitor and communicate key performance indicators to executives across the company. Provide insights and recommendations to drive growth and efficiency while identifying risks & opportunities. • Strategic Partnership: act as a strategic advisor to the business by providing ad-hoc data-driven analysis and action plans. • Project Management and Automation: take a proactive approach to enhance processes across FP&A, accounting, people team, and business operations. Partner with business operations to automate analyses and forecasts in our BI tools to enable scalability and real-time reporting to business leaders.