Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
in the Wealth & Asset Management practice, the key... responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant client issues...
private equity fund, and asset management company taxation. This... includes fund and organizational structuring, tax minimization planning, providing on-call advice, and ensuring tax compliance. - Assist in coordinating tax compliance and advisory work for clients. - Address key client issues related to...
Title: Financial Services - International Tax - Transfer Pricing - Manager Job Responsibilities: As a Financial Services - International Tax - Transfer Pricing - Manager, you will be heavily involved at all stages of the project lifecycle, providing an opportunity to...
the impact of existing and emerging technology, including the growing data burden that many businesses face. The role involves driving efficiencies to create a cost-effective tax function and understanding how to make data an asset. The responsibilities include: - Supporting... var...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
to the company’s Digital Asset Management team on all... and services business. - Advise the Digital Asset Management team on the... development and ongoing operations of asset management products and services... involving digital assets and blockchain technology. - Offer guidance to bu...
Title: Tax Manager, Global Information Reporting Job Responsibilities: As a Tax Manager within the Global Information Reporting practice, you will be part of a diverse team that is leading the transformation and digitalization of the tax profession in the area...
Title: Equity Derivatives Contract Negotiator Job Responsibilities: - Negotiate a diverse array of trading agreements such as ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs),...
legal aspects of the asset management business, focusing on... mutual funds, interval funds, and retail SMA (wrap program) business. - Review and negotiate firm-level vendor contracts across various business functions, ensuring alignment requirements. - Assist Human Capital Management with legal review of......
services to a diverse client base across various industry sectors. The role entails direct interaction with clients, management of the tax engagement... team, and access to a group of specialists and firm leadership to ensure success. Key responsibilities are: - Mainta...
H1: VP, Corporate Counsel, Asset-Based Finance - Prudential H2:... Experienced Asset-Based Finance Lawyer Wanted in... Counsel with expertise in asset-based finance to join their... successful candidate will support PGIM Fixed Income's asset management business and work... closely with a global...
Title: Wealth Strategist Senior - Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
Title: Senior Claims Compliance Analyst Job Responsibilities: - Manage and maintain a comprehensive 50-state claims database. - Monitor legislation, Department of Insurance (DOI) bulletins, court reporters/decisions, and statutory changes, and manage any backlog while implementing targeted compliance training. - Develop and own controls related...
goals. - Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide clients access to the full array of services offered by the Private Bank and the bank to meet specific client needs. - Ensure...
SEO friendly job title: Asset Management Summer Analyst at... Experience at a Leading Asset Management Firm H2:... Program About the Asset Management Summer Analyst Program... at [Company Name], you will have the opportunity to gain valuable experience in...
Assistant General Counsel - Asset Management Job Responsibilities: The Executive Director,... Assistant General Counsel - Asset Management at the company... is tasked with providing comprehensive legal coverage and oversight for the company's affiliated . investment adviser. This leadership role requires sound judgment...
Title: Financial Services-Wealth and Asset Management - Tax Manager-EDGE... and tax projects are timely and accurately completed. - Consult with clients and appropriately escalate complex tax and client relationship matters to senior management and subject-matter professionals. - Manage... communications with client...
Services - Wealth and Asset Management - Tax Manager Job... in the Wealth & Asset Management practice at the... company, the primary responsibilities include managing and coordinating tax compliance and advisory work for clients. The role involves working on key client...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Local Income Tax - Asset Management Job Responsibilities: - Assist... multi-state companies with state and local tax issues, including compliance, advising, planning, structuring, and controversies. - Work as part of a multi-disciplinary team providing subject matter and industry knowledge to internal...
Local Income Tax - Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage with multi-state...
& Local Tax - Asset Management Job Responsibilities: - Engage with... multi-state alternative investment firms, such as hedge funds, fund to funds, private equity, and real estate, to address state and local tax issues. This includes compliance, advising, planning, and managing tax...
Manager, Tax - SALT Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to...
with both transactional and operational matters related to supporting the company as a Private Credit asset manager. The responsibilities include... providing legal counsel and direction to the business, its leadership, and employees on various activities and specific projects or in...
Analyst Program in Wealth Management H2: About the Program... banking, securities and investment management firm, is currently seeking... bachelor's or graduate degree to join their Summer Analyst Program in Wealth Management. This nine to ten... week summer internship provides han...
Title: Sr. Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director, Corporate Counsel is a key member of the Legal Risk Sustainability Compliance (LRSC) Team at the company, specifically supporting the company’s real estate investment funds. The role involves: - Advising...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director, Corporate Counsel will be part of the Legal Risk Sustainability Compliance (LRSC) Team at the company, serving as the in-house counsel for the company's real estate investment funds....
Data Center Development Contract Management Job Responsibilities: - Lead the end-to-end... contracting process for agreements with Developers, General Contractors (GCs), and Architects. This responsibility includes developing commercial strategies, drafting terms, and negotiating with third parties in collaboration with Engineering to align commercial...
Title: Director, Legal Counsel- Alternative Investment Platforms Job Responsibilities: As a Director, Legal Counsel- Alternative Investment Platforms at the company, the primary responsibilities include providing legal support for platforms where alternative investment products are available to customers. This role encompasses...
for the . Funds Management business. - Oversee the... creation and management of mutual funds and... exchange-traded funds. - Advise on regulatory developments and their implementation. - Provide legal support to the company Funds’ Boards of Trustees. - Collaborate with...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Job Title: Asset & Wealth Management Regulated... Investment Company (RIC) - Manager Job Responsibilities: The role of Asset & Wealth Management Regulated... Investment Company (RIC) - Manager involves a range of responsibilities aimed at providing tax services and leading teams to deliver...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to deliver top-quality outcomes. - Utilize the company's technical knowledge...
Job Title Asset & Wealth Management Regulated... Investment Company (RIC) - Senior Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes. - Innovate and refine processes to enhance efficiency and effectiveness. - Maintain exceptional standards of...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Job Title: Asset & Wealth Management -... Vice President Marketing Supervisory Manager Job Responsibilities: - Collaborate with Compliance and Legal teams to ensure adherence to SEC, FINRA, and company regulations and guidelines. - Attend alternative investments team meetings to foster relationships and track...
a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Keep informed... on legislation a...
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Keep...
Title: Senior Legal Counsel Job Responsibilities: - Analyze new and existing products and services to identify risks and ensure compliance with applicable regulations, particularly focusing on the Investment Advisers Act. - Identify and mitigate risk implications while providing legal advice in connection with...
Title: Senior Counsel and Director, Strategy & Partnerships Job Responsibilities: - Provide expert legal counsel for structuring and negotiating private investment platforms, including direct responsibility for GP stakes and the establishment of rated feeder fund structures. - Advise on and...
negotiate contracts for a variety of advisory, brokerage, technology, and operational services within Pershing. - Provide general legal support to broker-dealer, registered investment adviser, and technology affiliate as needed. - Advise on new product development and regulatory risk management decisions. - Provide busin...
Title: Legal Counsel Job Responsibilities: - Lead the structuring and negotiation of mergers and acquisitions (M&A), joint ventures, partnerships, and other corporate transactions, including drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts, including scoping out...
Title: Senior Securities Counsel Job Responsibilities: - Draft, review, and negotiate contracts related to the company's ETF and mutual fund distribution business. - Research and provide legal advice to business regarding FINRA regulatory and broker dealer compliance issues. - Manage communication and interaction with...
Title: Sr. Associate/VP - Associate General Counsel Job Responsibilities: The Sr. Associate/VP - Associate General Counsel is responsible for representing the company and its affiliated entities and managed accounts as lenders and investors in senior lending transactions. This role involves structuring...
Title: Sr Associate General Counsel Job Responsibilities: - Serve as a primary legal advisor on bank regulatory matters. - Support regulatory strategy and manage interactions with federal banking regulators, including the Federal Reserve, Office of the Comptroller of the Currency (OCC), and Federal...
Title: Investment Banker, Real Estate, Lodging, & Leisure Job Responsibilities: The Investment Banking Associate is expected to perform the following duties: - Create partnerships by increasing the depth and breadth of existing client relationships - Successfully transact in the US Real...
Title: Associate, Investment Compliance Job Responsibilities: - Support the policies and processes of the company to mitigate and manage potential conflicts arising from public and private investment activity. - Monitor the deal pipeline, confer with deal teams as appropriate, and ensure tracking of...