and Networking at the company is tasked with providing... and energy transactions with data center providers. The role involves working closely with company executives to finalize agreements... with providers and coordinating various internal organizations to ensure compliance with company policies....
strategic support for the company's . employee benefit plans... and other internal teams on the design, administration, and compliance of the company's . employee benefit plans,... including 401(k) plans, health and welfare plans, fringe benefit programs, nonqualified deferred compensation...
Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments is responsible for providing tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. Key responsibilities include: - Ensuring clients’ compliance with...
burdens. - Comply with company policies, standards, and the... Tax Quality Manual (TQM). - Conduct top-level review of tax returns and resolve tax issues with clients. - Communicate any issues identified in tax accrual reviews with clients and Assurance teams....
Title: Tax Manager, Private Client Services Job Responsibilities: - Manages tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather necessary information for tax return preparation. - Reviews individual, trust,...
Title: Tax Managing Director, Alternative Investments Job Responsibilities: The Tax Managing Director in the Alternative Investments practice is responsible for providing tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. The primary...
projects for multi-state alternative investment clients, including hedge funds,... Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience.... - Review tax calculations and information presented on state income tax re...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Asset & Wealth Management sector with a focus on Renewable Energy Tax, you will be part of a team dedicated to solving complex...
operational efficiency and to free up time that can be spent focusing on business strategy. Focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and... other lifestyle investments planning to establish a foundation for financial longev...
opportunity to help the company in all aspects of... its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement...
Responsibilities - Deliver the company's wealth planning resources to... and achieving long-term goals. - Act as an advocate for... the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning...
Title: Senior Legal Counsel Job Responsibilities: - Support the Associate General Counsel in advising and supporting a wide range of legal matters across global business units with a focus on: - Assisting product teams in the design and implementation of new products...
Job Title: Alternative Investment & Private Markets Attorney Job... Responsibilities: The Alternative Investment & Private Markets Attorney... for the Alternative Investments and Private Markets businesses, focusing on alternative investment funds and private securities... transactions. The attorney will analyze, review, negotiate, s...
for Company's Wealth Management's investment advisory business. - Offer legal... regulations, and legal risks related to fiduciary standards of care, trading, best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures,... conflicts of interest, and cash solicitat...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior... (LRSC) Team at the company, serving as the in-house... counsel for the company's real estate investment funds.... The primary responsibilities... include: - Advising on a wide array of legal and regulatory matters...
Paralegal (Associate) at the company will be part of... responsibilities that include: - Drafting, reviewing, and maintaining investment fund distribution agreements, placement... agreements, and selling agreements for company private fund and evergreen... products. - Managing the execution, filing, and recordkeeping of d...
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 internal teams on new business initiatives. - Negotiate and document contracts for in...
Title: GPB Wealth Management Investment Solutions Attorney - Vice... a GPB Wealth Management Investment Solutions Attorney - Vice... US Wealth Management business. Key responsibilities include: - Offering legal advice and support to the investment solutions business team, particularly... focusing on m...
candidate will support the company as a senior leader... 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...
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 clients, service providers, and others regarding contract terms and...
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...
Counsel - Global Alternative Investment Solutions Job Responsibilities: - Provide legal... to the Global Alternative Investment Solutions (GAIS) group, primarily... legal issues related to investment management advice and products. -... Support regulatory developments, new product development, and product launches. - Collaborate with Legal Department...
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...
including drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts,... including scoping out new jurisdictions, advising on jurisdictional risks and nuances, and leading the formation of new subsidiaries or branch offices outside the U...
structuring and negotiating private investment platforms, including direct responsibility... fund structures. - Advise on and oversee the legal structuring and seeding of new Business Development Company (BDC) platforms, ensuring compliance... with relevant US regulations and industry best practices. - Col...
Director, Legal Counsel- Alternative Investment Platforms Job Responsibilities: As... Director, Legal Counsel- Alternative Investment Platforms at the company,... for platforms where alternative investment products are available to... customers. This role encompasses strategic initiatives, regulatory compliance, and negotiating agreements with product...
Title: Paralegal - One Year Contract Hybrid Job Responsibilities: The paralegal will collaborate with the Senior Legal Counsel and the broader US legal team to provide comprehensive legal support across Company’s expanding private markets platform. The role encompasses various responsibilities, including: -...
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...
on derivatives-related trading agreements and regulatory obligations within the Investment Management Legal team. The... role entails: - Collaborating with business partners to support Parametric products, clients, and initiatives. - Drafting and negotiating a wide array of contracts, including investment manageme...
with the core values of the company. The role directly influences... decision-making, fosters sound business practices, safeguards the company's reputation, and optimizes efficiency.... The attorney will be part of a team dedicated to serving as a trusted partner to he...
and related strategic initiatives. - Advise on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, and NFA requirements. - Advise on activities of limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing,... and disclosure rules....
legal team of the company. The primary responsibilities include:... - Providing legal counsel and advice related to the regulation, establishment, management, governance, distribution, and marketing of registered funds, which invest in securities generally in public markets, including equity, debt, credit,...
Title: Securities Services Attorney - Executive Director Job Responsibilities: - Provide legal advice and support on complex transactional matters, including negotiating agreements for agency securities finance, custody, and fund services with institutional clients. - Collaborate with stakeholders across Securities Services product areas, including...
responsible for representing the company and its affiliated entities... and managed accounts as lenders and investors in senior lending transactions. This role involves structuring and closing senior lending transactions, which may include related non-control equity investments. The transactions cover first...
which manages over $50 billion in assets globally. The candidate will act as a subject-matter expert... for compliance and operational risk control within the CIG business. Key responsibilities include: - Providing independent advice, challenge, and control to the business' compliance risk-ta...
Title: Director, Securities Regulation & Corporate Governance Job Responsibilities: The Director, Securities Regulation & Corporate Governance will manage a wide array of . securities and corporate law matters. Key responsibilities include: - Legal work on proxy statements for annual and special shareholder meetings,...
General Counsel at the company is a pivotal leadership... role within the legal department, tasked with managing a team of privacy attorneys and professionals. The CPO is responsible for a comprehensive range of duties, including: - Leading a team of privacy...
Office Enterprise at the company is responsible for leading... and growing tax engagements while advising on tax matters. This role requires collaboration across different service lines and business areas to deliver innovative solutions that meet the complex needs of clients....
the technical and practical issues and opportunities regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in area of specialization, involving company specialists at least once... per year. - Train and mentor associates, senior associates, and managers. Researc...
Title: Benefits Lawyer, Executive Director Job Responsibilities: - Review, analyze, and draft decision letters concerning 401(k), pension, and health and welfare plan claims and appeals. - Provide strategic, legal, and technical advice on the design, administration, and compliance of qualified pension, profit-sharing, 401(k),...
Title Tax Senior Job Responsibilities As a Tax Senior within the Tax Services - Business Tax team, the primary responsibilities include managing relationships and ensuring timely reporting of milestones and dependencies. The role involves monitoring risks and issues to escalate as...
Asset Management at the company is tasked with providing... and oversight for the company's affiliated . investment adviser.... This leadership role... requires sound judgment and a deep sense of organizational stewardship. The position involves building a business from the ground...
Job Title: Associate, Investment Compliance Job Responsibilities: - Support the... and processes of the company to mitigate and manage... from public and private investment activity. - Monitor the deal... of potential transactions within company systems. - Conduct research on... potentially impacted public securities and...
Title: Senior Vice President, Counsel - Banking Job Responsibilities: - Partner with the business to advise on risks and controls and provide legal guidance to various Private Banking business lines offering loans and deposits to high-net-worth individuals. - Provide strategic...
procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Company Claims. - Oversee a... diverse portfolio of litigation-related vendor engagements, ensuring alignment with internal legal strategy, claims priorities, and customer-focused outcomes. - Operationalize vendo...
Title: Tax Experienced Manager, Customs & International Trade Job Responsibilities: A Tax Experienced Manager, Customs & International Trade is responsible for advising clients on a variety of import and export matters, identifying potential trade issues and opportunities, and providing guidance across...
burdens while adhering to company policies, standards, and the... **Members Only** Tax Quality Manual. - Apply understanding of client’s unique circumstances and prepare required filings, ensuring full compliance and minimal tax burden. - Collect necessary data for compliance, identify missing ite...
Title: Assistant General Counsel Job Responsibilities: - Serve as a trusted advisor on Private Bank client-facing products with a primary focus on PE/VC partner financing, commercial lending, asset-backed lending, and deposit-based and family office-oriented customer products and services. - Collaborate closely with management,...