JPMorgan Chase & Co.

VP, Assistant General Counsel-Legal Discovery Management

Posted on: 1 Mar 2021

Newark, DE

Job Description

The Legal Department of JPMorgan Chase & Co. provides legal services and advice to the Firm globally. Legal is responsible for, among other things:

managing actual and potential litigation and enforcement matters, including internal reviews and investigations related to such matters

advising on products and services, including contract negotiation and documentation

advising on offering and marketing documents and new business initiatives

managing dispute resolution

interpreting existing laws, rules and regulations, and advising on changes thereto

advising on advocacy in connection with contemplated and proposed laws, rules and regulations, and

providing legal advice to the Board of Directors, the business and functions. Legal selects, engages and manages outside counsel for the Firm on all matters in which outside counsel is engaged.

This Assistant General Counsel will be the primary point of contact for document retention and collection document review management, including selection and oversight of document hosting and review vendors and general discovery project management.

Key Responsibilities

* Acts as the primary point-of-contact for legal teams, advising and coordinating discovery activities.
* Manages the day-to-day case details throughout the discovery life cycle among all the collaborating parties, including the firms internal attorneys, outside counsel, vendors and firm's internal discovery IT group.
* Conducts early matter outreach, discovery planning, budgeting, custodian scoping, tracking, status reporting, managing to timelines and overseeing production requests.
* Coordinates case team status conference calls, creates agendas, and meeting minutes.
* Communicates issues to case team, manages expectations and tracks to resolution.
* Develops a strong understanding of JPMC data sources and discovery process, including processing.
* Manages document review on a matter level, working closely with in-house and outside counsel, document review vendors, and internal case management personnel in creating and executing discovery plans.
* Collaborates with internal counsel on high priority matters by conducting key searches, analysing and reviewing documents, and providing summaries of critical communications and chronologies.
* Coordinates reviews with counsel to ensure that case goals are achieved, including leveraging reporting/metrics to track and manage document reviews.
* Collaborates with legal teams on standard review protocols and review strategies.
* Consults with case teams to leverage and integrate technology within review process.
* Actively participates in strategic initiatives for the legal discovery management team.

Qualifications

* J.D. from an accredited law school as well as at least 5 years of practice experience.
* Attorney must be licensed to practice law and a member in good standing in the state/jurisdiction in which the position is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction.
* Previous discovery experience at a consulting firm, discovery vendor, or top tier law firm strongly preferred.
* Ability to prioritize work and effectively manage a large case load.
* Deep understanding of discovery review platforms.
* Experience with Technology Assisted Review (TAR) tools, workflows, and strategies.
* Strong organizational skills and ability to track multiple workstreams.
* Exceptional analytical, time management, interpersonal, and problem solving skills.
* Superior presentation skills required to provide status to key audiences in a concise, informative, and timely manner.
* Excellent oral and written communication skills.
* Proficient in Microsoft Excel, PowerPoint, and Word.
* All candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement of employment.

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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