Title: Legal Counsel - SaaS and Commercial Contracts Job Responsibilities: - Draft, negotiate, and advise on commercial agreements, focusing on customer licensing and service agreements within the SS&C Wealth & Investment Technology (WIT) business division.... - Address legal aspects of...
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...
private equity funds, private credit funds, venture capital funds, 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...
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...
the Fidelity Digital Asset Management team on all aspects... 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...
Wealth Job Responsibilities: - Advise senior management and stakeholders on a... the Bank’s full-service wealth management business, which encompasses RIA,... Broker Dealer, and Trust offerings and services. - Develop and implement legal assessments, interpretations, recommendations, and opinions on laws, policies, and regulatory issues. -...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director,... to supporting the company's real estate investment funds. The primary responsibilities... include: - Advising on a wide range of legal and regulatory matters related to the formation, structuring, distribution/marketing, and operation o...
and regulations, specifically under the Investment Advisers Act of 1940. -... Assist in drafting and negotiating investment management agreements with institutional... clients globally. - Offer legal support to the wrap-fee business and negotiate wrap-fee agreements, including manager-traded, model-delivery, and dual contract arrange...
Title: Associate Director, Legal Job Responsibilities: - Provide day-to-day legal and regulatory advice to business groups and 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...
on . and international securities laws and regulations, including the Investment Company Act, Exchange Act,... Investment Advisers Act, and FINRA... rules. - Offer advice and counsel to the company's limited-purpose broker-dealer on compliance with FINRA rules and other regulatory matters. - Draf...
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 to internal clients in a fast-paced environment, interfacing with...
members within the Asset Management Legal section of the... 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...
Title: Senior Paralegal - Alternatives Investments Job Responsibilities: As a Senior Paralegal in the Alternatives Investments team, you will have a significant role within a dynamic team of legal professionals. Your main responsibilities will include: - Tracking and managing workflow across multiple fund...
the Role The In-House Counsel serves as the BSO’s central authority for all contractual matters, overseeing the full lifecycle of artistic and operational agreements. This role ensures that contracts—ranging from artist engagements and intellectual property licenses to vendor, consultant, and service...
friendly job title: Wealth Management Summer Analyst at Goldman... H1: Goldman Sachs Wealth Management Summer Analyst Program in... Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer Internship at Goldman Sachs in...
Job Title: Wealth Management Summer Analyst in Boston,... Massachusetts Experience: Pursuing a bachelor's/graduate degree Salary: Competitive, based on level and location H1: Join Our Wealth Management Summer Analyst Program in... Boston, Massachusetts H2: Gain Experience and Training in the...
is a global asset management company that has been... billion in assets under management for clients in over... 50 countries. Our culture is centered on our shared IDEALS, which include being inclusive, diverse, dedicated to teamwork, excellent, accountable, leaders, and...
& Wealth Management Regulated Investment Company (RIC) - Manager Job... Responsibilities: - Supervise and develop team members to deliver exceptional work. - Manage client service accounts and oversee engagement workstreams. - Independently solve and analyze complex problems to produce high-quality deliverables. - Utilize the company's...
content on various wealth management topics in collaboration with... for the US Wealth Management (USWM) field by providing... both simple and sophisticated tax and trust & estate planning strategies. This includes expertise in concentrated position management, corporate executive services, and......
Local Tax - Asset Management Job Responsibilities: The Senior... 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...
& 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 operational excellence in every...
Title Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities As a Senior Manager in the Tax Services department, the candidate will work as part of a team to address complex business issues from strategy to execution....
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...
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 preparation....
Title: Vice President, Counsel Job Responsibilities: The Vice President, Counsel will be responsible for a broad range of legal matters related to the company's global business operations. The candidate will need to manage and coordinate various legal aspects related to regulatory, corporate,...
in supporting the Wealth Management Division at the company.... Wealth Legal, this position involves providing comprehensive legal guidance across the entirety of the Wealth Management business. The responsibilities include... advising senior management and stakeholders on various... legal and compliance...
- Anticipate legal and commercial risks, offering creative solutions aligned with corporate goals. - Contract & Policy Management: - Draft, review,... and negotiate a wide range of contracts, including IT, vendor, client, reinsurance, and investment contracts. - M......
including board documentation and committee participation. - Anticipate legal and commercial risks, offering creative solutions aligned with corporate goals. Contract & Policy Management - Draft, review, and negotiate... a wide range of contracts, including those related to IT, vendors, clients, reinsurance, and investm...
Tax Preparation Advisor Manager The candidate will get the 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...
Tax Preparation Advisor Manager The candidate will get the 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...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager is responsible for advising clients on international assignment structuring and presenting researched conclusions and recommendations of alternative courses of action. Additional responsibilities include identifying various methods of complying with...
for providing state tax consulting and compliance services to a diverse client base within the investment management industry. This role... involves handling large, complex multistate tax projects and developing supervisory and leadership skills. Key responsibilities include: - Performing detailed tec...
Title: Tax Manager, State Income and Franchise - Multistate Job Responsibilities: As a Tax Manager in the Multistate Tax Services division, you will be a pivotal member of client engagements, providing state tax consulting and compliance services to a diverse clientele. Your...
in accounting and taxation to offer tax compliance and consulting services to clients in the Investment Management sector. The responsibilities... include: - Managing day-to-day accounts by delivering tax consulting services to clients and engaging specialists when necessary. - Performing high-level tax rese...
to deliver tax compliance and consulting services to Investment Management clients. Your responsibilities... will include: - Identifying complex tax issues and providing tax analyses for a variety of entities and their affiliates. - Conducting detail-level reviews of tax research, regulated...
and services within the Wealth & Investment Management (WIM) division of... the Legal Department. The specific duties include: - Providing routine legal guidance on well-defined issues or claims against the company, under the direction of more senior counsel. - Conduct...
but not limited to Investment Tax Credits (ITC) (Sections... Credits (PTC) (Section 45 and 45Y), Advanced Manufacturing Investment Tax Credits (CHIPS) (Section... 48D), Advanced Manufacturing Production Tax Credit (Section 45X), the Carbon Oxide Sequestration Credit (Section 45Q), the Zero-emission Nuclear...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company will serve as a visible leader, providing legal and policy advice on privacy, technology development, cybersecurity, incident...
compliance and consulting projects for multi-state alternative investment clients, such as hedge... funds, fund of funds, private equity, and real estate. - Working as part of a multi-disciplinary team to provide subject matter expertise and industry knowledge in alternative inves...
Title: Tax LLM Associate - Summer / Fall 2026 Job Responsibilities: - Support client engagements by assisting in tax compliance and planning activities. - Prepare and draft tax documents, including income tax returns and informational returns. - Conduct tax research to provide accurate and...
Title Tax LLM Associate - Summer / Fall 2026 Job Responsibilities - Supporting client engagements by assisting in tax compliance and planning activities. - Preparing and drafting tax documents, including income tax returns and informational returns. - Conducting tax research to provide accurate and up-to-date...
execution of engagements and meeting or exceeding client expectations. The manager supports the delivery of the national TAS strategy, focusing on M&A Tax services such as deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling... requests....
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services to business clients, particularly focusing on pass-through entities such as S-corps, LLCs, and Partnerships, as well as the individual returns...
Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, acting as the primary contact for both internal and external clients. - Manage senior-level relationships with large clients, providing advice on tactical...
Title: Property Tax Senior - Multistate Job Responsibilities: As a Property Tax Senior Consultant within the Multistate Tax Services group, you will be a valuable member on tax engagements and provide state and local property tax planning, consulting, and compliance services to...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within the Sustainability: Gi3 practice, your primary role will be to advise clients on sustainability and social Federal Credits and Incentives (C&I) programs, facilitating...
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...
Title: Tax Manager, Sustainability Credits Job Responsibilities: As a Manager within the Sustainability: Gi3 practice, the primary responsibilities include advising clients on sustainability and social Federal Credits and Incentives (C&I) programs, and managing and facilitating the analysis and documentation of these...
Senior in the Global Investment and Innovation Incentives (Gi3)... practice, you will be tasked with identifying eligible federal credits and incentives (C&I) generating activities and managing the analysis and documentation of these opportunities. You will work with an experienced team...