Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, collaborating with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review a variety of commercial contracts, including membership agreements, vendor agreements, marketing...
Title: Legal Counsel - Fund Formation and Structuring Job Responsibilities: - Lead or support the formation and ongoing maintenance of private funds, registered funds, and related investment vehicles. This includes drafting and negotiating Limited Partnership Agreements (LPAs), operating agreements, offering memoranda, and...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account records setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to initiate estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
to registered investment products, including privately offered business development companies (BDCs), non-traded BDCs, and non-listed real estate investment trusts (REITs). The primary responsibilities... include: - Drafting, reviewing, and maintaining registration statements and related materials for funds and other securities offerings. - Coo...
of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include trusts, estates, family offices, investment... vehicles, charitable pursuits, and closely-held business concerns. Your primary duties will include: - Performing high-level reviews of tax research re...