Role Description We are seeking a highly skilled and experienced Business Analyst with strong technical background and expertise in agile delivery to assist with various sub-verticals of Fund Services business and increase their global presence. The ideal candidate will bridge the gap between business needs and technical solutions, ensuring that our projects meet both functional and technical requirements. You will work closely with stakeholders, product owners, project managers, and the development team to analyze business processes, requirement gathering, identify areas for improvement, and implement effective solutions using agile methodologies. - Requirements Gathering and Analysis - Work with stakeholders to gather and document business requirements. - Translate business requirements into functional and technical specifications. - Conduct gap analysis to identify areas for process improvement. - Technical Analysis and Solution Design - Collaborate with the IT team to design and implement technical solutions. - Ensure that proposed solutions are technically feasible and align with business goals. - Develop data models, workflow diagrams, and system integration specifications. - Agile Delivery and Project Management - Lead and participate in agile ceremonies (daily stand-ups, sprint planning, retrospectives). - Assist in project planning, including defining scope, objectives, and deliverables. - Track project progress and provide regular updates to stakeholders. - Identify and mitigate project risks and issues. - Collaborate with the Application Manager and Scrum Master to prioritize and manage the product backlog. - Testing and Quality Assurance - Develop and execute test plans to ensure that solutions meet business requirements. - Coordinate with QA teams to manage testing phases and resolve defects. - Ensure the quality and integrity of deliverables. - Stakeholder Communication and Training - Serve as a liaison between business users and technical teams. - Provide training and support to end-users. - Prepare and deliver presentations to stakeholders and senior management. Qualifications - Bachelor's degree in Computer Science, Engineering, Business Administration, or related field. - 3-5 years of experience in the Fund Admin/TA/Investor Services space in a business analyst role with a strong technical background. - Minimum of 2 years of experience working in agile delivery environments. - AML/KYC application migration experience. Requirements - Technical Skills - Proficiency in SQL and experience with database management. - Familiarity with programming languages such as Python, Java, or similar is a plus. - Experience with business intelligence tools (e.g., Tableau, Power BI). - Knowledge of software development life cycle (SDLC) and agile methodologies. - Agile Skills - Experience in agile frameworks such as Scrum, Kanban, or SAFe. - Ability to lead agile ceremonies and collaborate with cross-functional agile teams. - Strong understanding of agile principles and practices. - Business Analysis Skills - Strong analytical and problem-solving abilities. - Excellent written and verbal communication skills. - Ability to create detailed documentation (BRDs, FRDs, user stories). - Soft Skills - Strong interpersonal skills with the ability to collaborate effectively with cross-functional teams. - Ability to manage multiple priorities and meet deadlines. - Attention to detail and strong organizational skills. Benefits - Remote working arrangement. - Attractive insurance benefits. - Excellent job exposure and career prospects.

• Develop and maintain dashboards, reports, and scorecards to monitor sales performance, pipeline health, and operational KPIs. • Partner with Sales, Finance, Marketing, and other teams to understand business needs and translate them into reporting solutions. • Own the end-to-end reporting lifecycle: requirements gathering, data modeling, visualization, and stakeholder enablement. • Conduct deep-dive analyses to identify trends, gaps, and opportunities across sales processes and performance. • Ensure data accuracy and integrity across all reporting platforms and tools. • Support quarterly business reviews (QBRs), forecasting cycles, and strategic planning with data insights. • Drive automation and scalability of reporting processes using tools such as Salesforce, Tableau, Power BI, Excel, and SQL. • Collaborate with IT and data engineering teams to optimize data pipelines and infrastructure. • Inform business planning and coverage modeling with data insights to drive strategic investment decisions.

• Generate and deliver comprehensive data analysis reports to internal stakeholders and client leadership. • Facilitate data-driven decision-making during the initial implementation phase and throughout the continuous lifecycle of the contract to ensure optimal revenue performance. • Serve as the primary technical intermediary between clients and internal development/configuration teams. • Synthesize complex client requirements into actionable technical specifications to ensure system alignment with organizational objectives. • Demonstrate a meticulous approach to the creation and maintenance of internal standard operating procedures (SOPs), technical guides, and user manuals, ensuring all documentation is accurate, accessible, and detail-oriented. • Develop, execute, and maintain sophisticated scripts designed to audit client data files. • Ensure the ongoing accuracy, integrity, and completeness of data ingestion processes to prevent revenue leakage. • Deliver exceptional customer service and account management, fostering high-level client satisfaction and maintaining R1’s reputation as a premier strategic partner. • Provide high-tier technical support for legacy systems through their decommissioning. • Manage end-to-end troubleshooting, conduct formal root cause analysis (RCA), generate business-critical reports, and monitor system health to ensure uninterrupted service. • Function as a high-impact team contributor, collaborating across departments to drive operational excellence and support a culture of collective success.

This is an exciting opportunity to work for one of the top law firms in the U.S.! Davis Wright Tremaine LLP is looking for a Business Intake Researcher to join our team in our Seattle, Portland, San Francisco, Los Angeles, New York, or Washington D.C. offices. This position is responsible for performing a variety of tasks related to the screening of potential client engagements in accordance with the firm's risk management procedures and policies. This position offers the flexibility to be fully remote while working within reasonable commuting distance from any of our offices. At Davis Wright Tremaine, you will find challenging assignments, opportunities for professional growth and community involvement, and a culture of inclusion. DWT fosters inclusiveness and authenticity. Regardless of position, everyone here has a voice and the support is unparalleled. On a typical day you will: - Gather and analyze financial information, regulatory and litigation histories, and recent news from external corporate and governmental databases (such as Dun and Bradstreet, TLO, Bloomberg, Lexis, SEC, etc.) from a risk management and due diligence perspective - Work with intake attorneys and reviewing attorneys (Practice Group heads and Partners in Charge) responsible for new client and new matter intake in evaluating risk management issues related to new clients and matters. Work with litigation partners to assess financial viability of potential new matters through external corporate research and analysis - Run special searches as needed, to identify potential risk management or business issues with respect to incoming lateral attorneys, potential mergers, and other special circumstances - Participate in special projects involving new business intake best practices and risk management initiatives within the Information Governance department - Assist the Conflicts team as needed in assessing whether a conflict of interest exists under the applicable Rules of Professional Conduct - Partner with the Quality Assurance Committee (QAC) Paralegals to assist the Claims Counsel and General Counsel with interpreting and executing Litigation Holds, Subpoenas, and Protective Orders; and assist in the Outside Counsel Guidelines (OCG) intake process - Assist with other research and administrative tasks, and/or support cross-departmental teams as assigned Join us if you have: - 5+ years’ experience with compiling and analyzing risk assessment reports - Prior experience with corporate risk assessment research and analysis and/or investigative due diligence, including the ability to analyze, cross-reference and summarize findings from third-party proprietary databases and public records such as Dun and Bradstreet, Lexis, TLO, Bloomberg, etc. - Bachelor's Degree; Advanced legal or business degree or KYC/AML compliance certification preferred - Understanding of KYC/AML requirements; ability to read financial statements; knowledge of and ability to analyze SEC filings; familiarity with current trends in the legal and financial services industries - Strong communication skills, verbal and written - Strong attention to detail, analysis, proofreading and organizational skills - Strong interpersonal skills, team player able to work in a fast-paced environment - Strong customer service skills, including understanding and responding quickly to a variety of inquiries - Ability to contribute ideas for process improvements - Ability to work under pressure and meet project deadlines with expedited turnaround times - Experience with Microsoft Office; familiarity with Intapp and data intake processing software Who We Are Davis Wright Tremaine LLP is an AmLaw 100 law firm with 9 offices nationwide. We are relentlessly committed to client service and look for candidates who share that commitment. At DWT, client service means having empathy for each client’s and each lawyer’s work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them. What’s in it For You? DWT offers competitive compensation in addition to ample benefits including but not limited to: - Choice of health and vision insurance plans - 2 paid volunteer days for qualifying community service work - Dental plan - Fertility and adoption benefit - Paid sabbatical after 13 years of service - Tuition reimbursement - Commuter benefits - Retirement contribution This job description intends to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to include all duties and responsibilities. Washington State The annualized salary range for this position in Washington is $86,000 to $92,000 ($44.10 to $47.18 hourly). Actual pay will be adjusted based on the candidate’s education, training, experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, 11 paid holidays each year and an employee assistance program. For full-time employees, the initial vacation benefit is 15 days per year and 11 days of sick leave per year, accrued bi-weekly. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available. California The annualized salary range for this position in Los Angeles is $86,000 to $92,000 ($44.10 to $47.18 hourly); and in San Francisco is $96,000 to $103,000 ($49.23 to $52.82 hourly). Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available. New York The annualized salary range for this position in New York City is $86,000 to $92,000 ($47.25 to $50.55 hourly). Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available. District of Columbia The annualized salary range for this position in Washington D.C. is $85,000 to $89,000 ($43.59 to $45.64 hourly). Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available. Davis Wright Tremaine LLP fosters a culture where all talented individuals—including those who are traditionally underrepresented in the legal profession—can have, and can see, paths to success. Our commitment to diversity, equity, and inclusion sits on four pillars: Community, Growth, Education, and Engagement. Learn more about the firm’s commitment to DEI here:www.dwt.com/dei. Davis Wright Tremaine provides reasonable accommodations for those who need them to complete the application or recruiting process and for employees who need reasonable accommodations to perform the essential functions of their positions due to a disability or for religious reasons. If you need to request accommodation during the application or recruiting process, please email humanresources_confidential@dwt.com. #LI-AF1