- 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...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
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...
Associate, Global Trade Technology (SAP) - Atlanta, GA; Boston, MA; Charlotte, NC; Montvale, NJ; New York, NY; Orlando, FL; Philadelphia, PA; Raleigh, NC; Washington, DC Salary Range: $90,000 - $130,000 per year (based on experience and qualifications) Job...
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...
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...
Title: Vice President, Associate General Counsel Job Responsibilities: - Provide legal, regulatory, and strategic advice and counsel to the company’s Digital Asset Management team on all aspects of the company’s cryptocurrency and blockchain products and services business. - Advise the Digital Asset Management...
legal team at the company, where they will play... a pivotal role in advising the defined contribution plan recordkeeping, administration, trust, and institutional business. Key responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure,...
Title: Counsel, Retail Job Responsibilities: - Support the day-to-day 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 with legal,...
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),...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director,... (LRSC) Team at the company, specifically supporting the company’s... real estate investment funds. The role involves: -... Advising on a wide range of legal and regulatory matters related to private funds, including...
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...
Asset Management Legal. This position is integral to supporting the Columbia Threadneedle Investments, focusing on registered investment companies such as mutual... funds, ETFs, closed-end funds, and Columbia collective investment trusts (CITs). The primary... responsibilities include: - Performing ongoing legal and re...
Title: Associate General Counsel Wealth Job Responsibilities: - Advise senior management and other stakeholders on a wide range of legal and compliance issues concerning all aspects of the Bank’s full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including...
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: VP, Compliance Officer, Investment Management Job Responsibilities: The VP,... Compliance Officer for Investment Management is responsible for... program for an SEC-registered investment advisor. Key duties include... providing independent and authoritative advice and guidance on regulatory requirements to internal partners, acting...
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...
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...
Execution Team (FET), you will utilize your legal expertise to support strategic decision making in the areas of investment vehicle management, capital raising,... and regulatory and governance matters. This role offers a competitive salary range of $140,, per year, bas...
Title: Legal & Compliance - Attorney, **Members Only**, AVP Job Responsibilities: The successful candidate will be engaged in a variety of legal matters related to hedge fund, hybrid fund, and hedge fund investing and structuring. The primary job responsibilities include: - Structuring,...
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...
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...
Title: Associate General Counsel Job Responsibilities: The Associate General Counsel will be responsible for providing comprehensive legal guidance to senior management and the business, supporting the entirety of the Wealth Management business. Key responsibilities include: - Advising senior management and...
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...
Title: Broker Dealer Marketing Compliance Job Responsibilities: - Support and/or lead Outsourced Marketing Review (OMR) projects alongside supervisors, relationship managers, account owners, and project leads. - Conduct thorough reviews of clients’ books, records, and other documents to ensure compliance. - Train staff on regulations,...
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...
Title: Counsel - Securities and Corporate/Employment Job Responsibilities: - Collaborate with the Chief Legal Officer (CLO) and finance group to prepare SEC-related documents, including 10-Ks, 10-Qs, 8-Ks, Proxy Statements, and Section 16 Reports. - Assist in planning and executing the Annual Meeting of...
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....
Duties: - Assist clients and company client service teams in... developing ideas, structures, and transactions with a focus on customs and international trade matters to optimize the tax position for clients. - Research, write, and review international trade advice in areas relating...
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...
the company's real estate investment funds. - Ensure adherence... to . securities laws, AIFMD, and other applicable global regulations. - Monitor regulatory developments and assess their impact on fund operations. - Modify and enhance compliance program policies and procedures as...
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 Manager, International Tax Salary: Dependent on qualifications and experience Experience Level: Experienced Department: International Tax Location: Multiple locations across the United States (Atlanta, Boston, Charlotte, McLean, Miami, New York, Philadelphia, Short Hills, Stamford, Tampa) H1: Join **Members Only**'s...
on experience and qualifications - Career Level Requirement: Experienced - Department: Business Tax Services - Company: **Members Only** - Job Type:... Full-time - Experience: Minimum five years of relevant experience in a Big 4, law firm, or similar environment - Educati...
**Members Only** (the . member firm of **Members Only** International) offers a comprehensive compensation and benefits package. **Members Only** is an affirmative action-equal opportunity employer. **Members Only** complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified...