matters involving representation of investment companies (open-end funds, closed-end... funds and ETFs) in all aspects of their operations. The associates also will work closely with mutual fund boards of directors... read more
Laundering Policy Coordinator, Vice President
The candidate will be in a highly critical and visible role, reporting to the Managing Director – Deputy BSA Officer and will serve as a Subject... read more
solutions. Develops knowledge of investment strategies, objectives, asset allocations.... Communicates directly with clients, bank’s Partners and Centers of Influence as well as external resources i.e. accountants, attorneys, who are related... read more
The candidate will do Legal and risk management advice together with project transactional management leading and supporting (where appropriate) in relation to acquisitions, divestments, investments and joint ventures in the Experience UKI and EMEA regions. Will work on supporting...
administration of complex fiduciary, investment management, estate settlement, guardianship,... account administration for fiduciary, investment management, estate settlement, guardianship,... global leader delivering innovative investment management, asset and fund... administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it...
The candidate should preferably have 2+ years of experience. Experience with entity formation, counseling clients on venture investments, buy-sell agreements, start-ups, privately-held companies, emerging growth companies, LLCs, and Partnerships preferred....
Compensation and Employment Benefits Tax Associate
The candidate must have 1-2 years of experience or an interest in drafting and analyzing equity and non-equity incentive compensation arrangements, deferred compensation arrangements, employment agreements, and severance and change in control arrangements, preparing...
and negotiating a wide variety of legal documentation, including fund documentation, residential and commercial mortgage loan documentation, structured finance documentation and complex investment documentation, Researching new or... revised laws and regulations to determine impact on the business and investment portfolio....
the needs, planning, and dynamics of the family. Work with specialists in a dynamic UHNW team/platform that provides, among others, open architecture investment management, sophisticated banking, accounting... and bookkeeping, and other complex services depending on the needs of the family....
Duties: Manage intellectual... needs of corporation. Work will include supporting the corporate secretary function, alternative investment operations, and coordination on... legal issues with other business units and affiliated entities while performing additional duties as requested by management....
potential new trust or investment business. Partner with Business... with respect to trust investment management principles, California and/or... Nevada probate code
Demonstrated strategic team player
Strong organizational skills
Anticipate needs and proactively seek solutions
Counsel of business matters including investment adviser and broker-dealer regulatory... experience related to the Investment Advisers Act of 1940... development and maintenance of investment advisory programs. Drafting and... and regulations relating to investment advisers and broker-dealers, with... experience related to the Investment Advisers Act of 1940.......