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...
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...
Title: Benefits Lawyer, Executive Director Job Responsibilities: The Benefits Lawyer will serve as lead counsel advising on all US retirement, health, and welfare benefit plan matters. Key responsibilities include: - Reviewing, analyzing, and drafting decision letters for 401(k), pension, and health and welfare...
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...
Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments plays a crucial role in providing tax compliance and consulting services specifically tailored for clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. Key responsibilities...
Title: Associate General Counsel, Tax Job Responsibilities: - Advise on tax aspects of private credit transactions, including origination, structuring, workouts, and dispositions. - Provide guidance on partnership taxation, including Subchapter K, and the tax implications of multi-tranche, cross-border financing structures, with attention to...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
and client service teams comply with all company policies, standards, and the... BDO Tax Quality Manual (TQM). - Prepare required filings (tax returns) using a system of review and documentation to ensure full compliance, while minimizing the client’s tax and report...
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...
Title Senior, International Tax Job Responsibilities As a Tax Senior Consultant, the primary responsibilities include working within an engagement team to provide tax consulting and compliance services to various client types regarding the tax implications of their inbound and outbound structures...
and Energy at the company is tasked with providing... support for complex data center power and energy transactions. The individual will collaborate with company executives to facilitate agreements... with data center providers, ensuring compliance with company policies. The role involv......
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...
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...
projects for multi-state alternative investment clients, including hedge funds,... estate. - 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 retu...
- Benefits at the company is tasked with providing... strategic support concerning the company's . employee benefit plans... and programs. This role involves ensuring compliance with applicable laws and regulations, supporting the development and implementation of benefits policies, and collaborating...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager, Partnerships, the candidate will be responsible for advising clients on the tax implications of their business objectives and specific partnership items, including section 704(b) and taxable income allocations, capital account...
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...
strategic support for the company's . employee benefit plans... include: - Advising Benefits and other internal teams on the design, administration, and compliance of the company's . employee benefit plans,... including 401(k) plans, health & welfare plans, fringe benefit programs, nonqualifie...
legal team at the company is tasked with supporting... dynamic growth of the company's cloud services. This role... power and energy transactions with data center providers. Responsibilities include: - Collaborating with company executives to finalize agreements... between the company a...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
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...
an existing book of business. - Consult and coordinate comprehensive wealth management strategies for individuals, business owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by the company. - W...
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...
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...
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...
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...
Job Responsibilities: - Coordinate investment procedures and documentation across... for various private equity investment transactions. - Organize, oversee,... and coordinate the closing of transactions. - Organize and maintain transaction closing sets. - Coordinate the execution of documents. - Prepare organizational...
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...
Title: Wealth Management Advisory Attorney, Vice President Job Responsibilities: - Serve as the primary legal contact for various legal issues within the Wealth Management business. - Provide legal guidance to broker/dealer field personnel, including call center staff, Regional and Complex Management, Divisional, Regional...
Insurance (BXCI) Job Responsibilities: - Assist investment and business groups in... new investments and related investment management considerations. - Collaborate with... financing and liquidity facilities for company Credit & Insurance funds. -... Engage in corporate projects related to the company, including private and publi......
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...
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...
Attorney, VP at the company involves a diverse array... support for Strategic Partners' private market investment strategies. These responsibilities include: -... Transactional Advice: The candidate will provide legal counsel on secondary and GP Stakes transactions, focusing on structuring, negotiation, regulatory...