• Review and analyze legal documents, case filings, and supporting materials to inform underwriting and portfolio monitoring • Conduct legal, factual, and background research, including identifying analogous cases and relevant developments • Support due diligence efforts by evaluating counterparties, legal claims, and associated risks • Organize, index, and maintain case files, investment documentation, and internal records • Track key case developments, deadlines, and portfolio performance across active matters • Draft clear and concise summaries, memoranda, and internal reports on legal and investment findings • Collaborate cross-functionally with legal, underwriting, operations, and technology teams • Contribute to process improvements, workflow management, and data organization across the portfolio • Provide general support on special projects related to legal analysis, compliance, and investment operations

• Provide strategic leadership and guidance to clients, helping them navigate and thrive in a rapidly changing business environment. • Build and maintain strong relationships with key clients, acting as a trusted advisor, and delivering exceptional client service. • Assess current landscape of observability platforms and solutions, including potential capabilities, existing consumption, gaps in coverage, licensing models, and operating models. • Provide recommendations to customers around tools for rationalization, reducing overall complexity while managing spend and enhancing capabilities and coverage. • Guide customers through the establishment of a NOC/SOC/Digital Operations Center, integrating observability platforms with IT Service Management, IT Operations Management, and Workflow Automation platforms. • Lead and manage large-scale consulting engagements, ensuring the successful delivery of high-quality outcomes leveraging observability platforms + workflow automation platforms to deliver optimal solutions within scope, budget, and timeline. • Collaborate with cross-functional teams and subject matter experts like Field CTOs, Business Process Consultants, Principal Technical Consultants, and others to develop innovative strategies and solutions for clients. • Conduct in-depth analysis and evaluation of client operations, financials, and market trends to identify opportunities for growth and improvement. • Develop and present high-impact recommendations, presentations, and reports to clients and senior leadership. • Lead organizational change management efforts in large transformational programs. • Drive business development efforts, including identifying new opportunities, cultivating relationships, and participating in proposal development. • Mentor and develop junior team members, providing guidance and support to enhance their skills and professional growth. • Stay up to date with industry trends, emerging technologies, and regulatory changes to provide thought leadership and innovative solutions to clients. • Contribute to the development of thought leadership content, including white papers, articles, and industry insights.

• Ensure the safe, efficient, and impactful delivery of Team Rubicon services. • Ensure the development and maintenance of rapport and influence with external stakeholders. • Develop team performance goals and objectives while mentoring direct reports and managers on performance management. • Assist with planning and budgeting in accordance with approved training, engagement, and operational tempo. • Oversee purchasing and expenses in accordance with the National budget. • Oversee and assess efforts to recruit, engage and train Greyshirts and Greyshirt leaders in accordance with organizational objectives. • As needed, provide EOC support and disaster response coordination across relevant agencies.

• Plan and schedule training sessions with trainers and clients across multiple enterprise projects in parallel • Align with trainers on upcoming sessions, preparation needs, and logistics • Coordinate meetings between internal team, trainers, and client stakeholders • Send communications to learners: invitations, reminders, pre-work, follow-ups • Translate presentations and session materials between German and English • Manage session rescheduling when things shift (they always do) • Run session aftercare: materials handover, follow-up messages, open questions • Run project controlling in Excel: who is delivering what, when, for which client, at what cost, and where we are versus plan • Produce attendance reports for clients and internal tracking • Prepare numbers for impact reviews (NPS, completions, adoption KPIs) so clients see the value and we see where to improve • Send purchase orders to trainers based on confirmed bookings • Check incoming trainer invoices against POs and project plans, flag anything that does not match • Keep documentation and filing in order so finance can close the month without chasing • Identify recurring admin tasks that should not take a human anymore • Build automations using AI tools, Power Automate, Make, Zapier, custom GPTs, or agent builders, in close collaboration with Sara and Olli • Improve our internal Excel and project controlling setup so it scales without adding manual work • Share what you build with the team so others benefit from it too