Jennifer Fung

2026 Candidate Dossier Summary - Jennifer Bloom

Table of Contents
  1. 1.Evaluatee Profile
  2. 2.Hours Summary
  3. 3.Commenting Partners Summary
  4. 4.Matters Worked
  5. 5.Self-Assessment Report
  6. 6.Prior Period (s) Overall Ratings
  7. 7.Narrative Comments - Associates
  8. 8.Ratings Summary
  9. 9.Review History

2026 Evaluatee Profile

Jennifer Bloom

TitleAssociate
Practice GroupGeneral Practice
Practice SubgruopsCapital Markets
Class2019
Date Entered S&C09/03/2019
S&C Dates09/03/2019 - present
Office New York
Education JD, Columbia Law School (2019) BA, Economics, Princeton University (2016)
Part Time Historynone

Hours Summary

PeriodClient Hours1Public ServicePractice DevelopmentRecruiting & DevelopmentProfessional2OfficeTotalVacation Days3Illness Days
Last 6 Months (110%)85012201510891552
Last 12 Months (105%)1,78025403022151,912104
Calendar 2025 (108%)9501422181291,02562
Calendar 2024 (102%)1,85028453224161,995125
Calendar 2023 (98%)1,78022382820141,902106
Calendar 2022 (95%)1,65018302415101,74784
Calendar 2021 (100%)1,400101512851,45053
Totals9,4101171901441016910,0315124

1Percentages are this lawyer's client hours as a percent of average lawyer client hours for their class and practice group for the same period

2Includes Pro Bono, Bar Association Activities, Client Development, Firm Committees, Mentoring, Educational Activities, Professional

3Vacation days include floating holidays

Commenting Partners Summary

Promotion readiness summary from each commenting partner

Robert ChenCapital Markets — TechCo IPO

Robert views Jennifer as ready for promotion on the strength of her technical execution and ownership of complex workstreams. On the TechCo IPO she carried the registration statement from first draft through pricing with minimal partner revision, and consistently surfaced diligence issues before they reached the deal team. His one gating observation is client presence: he would like to see her lead more client calls directly in the coming period, but he considers this a matter of exposure rather than capability and supports advancement.

Susan WhitfieldCapital Markets — Blue Harbor Notes Offering

Susan regards Jennifer as operating at the level expected of a promotion candidate. She independently managed the Blue Harbor notes offering across the trustee, rating agencies, and the internal tax group, escalating only where partner judgment was genuinely required. Susan highlights the clarity and professionalism of her written client communications as a differentiator among her class, and notes no material development gaps standing in the way of promotion.

David OkaforCross-Border / Regulation S

David considers Jennifer promotion-ready from a substantive standpoint, citing her handling of a complex Regulation S structure where she identified a settlement-mechanics timing issue that the underwriters had missed. He sees her analytical rigor as already at the senior level. His development note is that she should present her conclusions directly to clients rather than routing them through the partner first; with that shift, he expects her to be fully effective in a more senior client-facing role.

Maria DelgadoLiability Management

Maria supports promotion, pointing to Jennifer's reliability and judgment under pressure on a fast-moving liability management assignment, including turning around comments over a holiday weekend without follow-up. She rates Jennifer's escalation instincts as sound and her responsiveness as consistently dependable. Maria would encourage her to delegate more routine drafting to junior associates so she can operate at the level the next step requires.

Matters Worked

Jennifer Bloom27 May 2026
Allocated Matters:3
Not Allocated Matters:0
Total Allocated hours:68.00
Total Non-Allocated hours:0.00
List of Reviewers
EH
Eugene Hall
Jennifer FungJennifer Fung
Matter Assignments
Jennifer Fung
Jennifer Fung
Total Assigned Matters: 2 | Total Hours: 50.00
Matter IDClient NameMatterHours
General Feedback0
ACM-2024-001Acme CorporationMerger & Acquisition Advisory50
EH
Eugene Hall
Total Assigned Matters: 1 | Total Hours: 18.00
Matter IDClient NameMatterHours
NWT-2024-014Northwind TradersContract Review18

Self-Assessment Report

End Date : Dec 31, 2026

Jennifer BloomJennifer Bloom
Submitted On: Jun 08, 2026

Self-Assessment Report

I give permission for my self-assessment to be shared with my partner advisor(s), if applicable to my office and practice group. If you choose to share this information, it will only be accessible to your individual advisor(s) for purposes of facilitating career development discussions.

Yes

What are your key accomplishments over this review period?

  • I served as the primary drafting associate on the TechCo IPO from S-1 through pricing, and led day-to-day workstream management on the Blue Harbor notes offering, including direct coordination with the trustee and rating agencies. I also completed the firm's advanced negotiation training program.

What are your development goals for the next review period?

  • I want to take a more visible role in client relationships – leading more calls directly rather than through the partner – and to build deeper expertise in cross-border offering structures. I'd also like to take on a small deal as the primary associate contact.

Describe your involvement in pro bono, recruiting, or firm citizenship activities.

  • I served on the associate mentoring committee, paired with two summer associates during recruiting season, and handled a pro bono asylum matter that resulted in a successful outcome for the client.

What additional support or resources would help you grow?

  • More structured opportunities to shadow partners on client pitches, and earlier staffing on deals so I can be involved from the structuring stage rather than joining once documents are underway.

Any other comments?

  • I've enjoyed this review period and am grateful for the mentorship from the Capital Markets team. Looking forward to taking on more responsibility next year.

Narrative Comments - Partner

Associate:
Jennifer BloomJennifer Bloom
Date:
May 17, 2026

Partner Comments

  • Jennifer is an exceptionally strong associate who consistently delivers high-quality work product under tight deadlines. Her drafting on the registration statement required minimal revision, and she proactively flagged diligence issues before they became problems for the deal team. She would benefit from taking a more active role in client calls going forward. — Robert Chen

  • Jennifer managed the workstream on the notes offering with real skill, coordinating between the trustee, rating agencies, and our internal tax group with minimal oversight. Her written communication with the client was clear and professional throughout. — Susan Whitfield

  • Strong technical work on a complex Regulation S structure. Jennifer caught a timing issue in the settlement mechanics that the underwriters had missed. She can continue to build confidence presenting her analysis directly to clients rather than routing it through me first. — David Okafor

  • Jennifer was responsive and thorough on a fast-moving liability management assignment, turning around comments over a holiday weekend without being asked twice. Good judgment on escalation. — Maria Delgado

Narrative Comments - Associates

Associate:
Jennifer BloomJennifer Bloom
Date:
May 17, 2026

Associate Comments

  • Jennifer was a reliable teammate on the follow-on offering, staffing junior associates effectively and keeping the closing checklist current without prompting. — Thomas Reyes

  • Good collaborator on the tender offer workstream; explained the mechanics clearly to newer associates on the team and was patient answering questions. — Karen Wu

Ratings Summary

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Review History

2026

Post Meeting Follow up Form

Performance Review Meeting Documentation – Jennifer Bloom

Evaluation Meeting Date:
Jul 16, 2026
Attendees:
  • Robert Page
  • Eugene Hall
  • Jennifer Fung
Summary of the meeting:
Jennifer had a strong six months, taking on greater responsibility on the TechCo IPO and the Blue Harbor notes offering. Feedback was uniformly positive on her technical skills and reliability.
Agreed next steps:
Continue developing negotiation skills and take more initiative in client-facing settings.
Name:
Thank you for the feedback – I plan to seek out more opportunities to lead calls with clients and counterparties this year. – Jennifer Bloom.
Date:
Jul 16, 2026

Review History

2025

Post Meeting Follow up Form

Performance Review Meeting Documentation – Jennifer Bloom

Evaluation Meeting Date:
05/10/2025
Attendees:
  • Maria Delgado
  • David Okafor
Summary of the meeting:
Solid, steady performance across a heavier hours load than the prior period. Jennifer is becoming a go-to associate for Regulation S and cross-border work.
Agreed next steps:
Delegate more routine drafting to junior associates to free up capacity for higher-level work.
Name:
Appreciate the note on delegation – I've started looping in the second-years earlier on diligence memos. - Jennifer Bloom
Date:
05/10/2025

Review History

2023

Post Meeting Follow up Form

Performance Review Meeting Documentation – Jennifer Bloom

Evaluation Meeting Date:
05/12/2023
Attendees:
  • Susan Whitfield
  • Robert Chen
Summary of the meeting:
Jennifer continues to grow into a dependable mid-level associate with good instincts for spotting issues early in a transaction.
Agreed next steps:
Work on more concise written summaries for partners under time pressure.
Name:
Jennifer Bloom: Noted – will focus on leading with the bottom line in status updates.
Date:
05/12/2023