Wealth Job Responsibilities: - Advise senior management and other stakeholders on... the bank's full-service wealth management business, which includes RIA,... Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support implementation of legal assessments, interpretations, recommendations, and opinions on...
alternative investments across all asset classes, with a focus... secondaries funds, co-investment funds, continuation vehicles); hedge funds; separately managed accounts; and traditional long-only funds. - Advise investment teams on commercial and... legal terms governing investments. Work closely with investment te...
legal analysis to senior lawyers regarding day-to-day investment management activities, including investment... management agreements, private fund... formation, investment documents, and general corporate/governance... matters. - Assist in supporting... all legal aspects of separate account, private fund, SMA/wrap, group trust, and sub-advisory relationshi...
Job Title: Senior Director, Corporate Counsel - Investment Fund Job... Responsibilities: The Senior Director, Corporate Counsel at the company... the company's real estate investment funds. The primary responsibilities... include: - Advising on a wide range of legal and regulatory matters related to the...
to the Fidelity Digital Asset Management team on all... products and services business. - Advise the Fidelity Digital Asset Management on the development... and ongoing operations of asset management products and services... involving digital assets and blockchain technology. - Collaborate with...
for the Wealth & Investment Technology (“WIT”) division, including... customer licensing and service agreements. - Handling legal aspects of business or corporate initiatives, ensuring compliance with... data privacy laws. - Providing legal advice fast-paced environment, interfacing with corporate departments such as the......
Job Title: Investment Management Governance Attorney, VP Job... Responsibilities: - Support a team responsible for managing all aspects of board of director/trustee operations, including coordination and operation of board meetings, and . registered fund disclosure practices. - Collaborate with members of the Legal...
collaborate with stakeholders on firm-wide projects and initiatives. - Proactively monitor global regulatory developments and devise internal and external communication and implementation strategies. - Provide general corporate advice and support as... needed. - Work independently, drive projects forward, and escalate issues appropriately. - Identi...
other members within the Asset Management Legal section of... various lines of business within the company. The role primarily supports Columbia Threadneedle Investments registered investment companies, which include mutual... funds, ETFs, closed-end funds, and Columbia collective investment trusts (CITs). Key responsib...
& Local Tax - Asset Management Job Responsibilities: The... including: - Participating 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. - Engagi...
on a variety of responsibilities that include managing relationships, ensuring timely reporting of milestones and dependencies, monitoring risks and issues for escalation, and executing day-to-day management activities. The candidate will... oversee asset-level diligence and analysis on... debt investments, prepare an...
Manager, Tax - SALT Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund... team providing subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after...
draft, and negotiate complex investment transactions, including credit, hybrid... as convertible/hybrid or structured preferred securities, holding company notes, mezzanine and subordinated loans, and senior secured credit facilities. - Provide legal leadership throughout the investment lifecycle, from front-end documentation... through to a...
structured finance transactions, including asset securitizations, financings across the... purchase facilities. - Advise on the financing and acquisition of a broad spectrum of asset types, such as consumer... loans and receivables (including FinTech and marketplace-originated assets), commercial loans (including small bus...
and NFA requirements. - Providing legal guidance on activities related to limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing,... and disclosure rules. - Assisting in drafting and negotiating distribution and service agreements with intermediaries. - Advising on matters...
multistate consulting and compliance services, including technical review of partnership and corporate state and local tax... returns with a focus on multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. - Handling residency issues and...
responsible for managing relationships and ensuring timely reporting of milestone and dependency status. They will monitor risks and issues for escalation and execute day-to-day management activities. Key responsibilities include:... - Overseeing asset-level diligence and analysis on... debt investments. - Prepari...