with specific experience advising investment funds during all stages... of their lifecycle, as well as investors in such funds. Experience with private equity, private credit, and venture capital funds is preferred. Should have an active Bar license in the state...
Officer - Credit Job Responsibilities: - Act as a subject-matter expert... in the administration, maintenance, and improvement of compliance policies, procedures, and processes of CIG, aligning them with those of company Asset Management and the... wider company Americas organization. - Assess the... impac...
Title: Wealth Management Advisor II Job Responsibilities: The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those with the greatest complexity. - Collaborate with other planning resources on specific complex subject matters and partner in acquiring new...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
- Benefits at the company is tasked with providing... strategic support concerning the company's . employee benefit plans... and programs. The role involves ensuring compliance with applicable laws and regulations, supporting the development and implementation of benefits policies, and partnering...
Corporate Tax services at Company provides an opportunity to... assist clients in meeting their tax obligations while managing the impact of tax on their business operations. The role involves advising clients on their local and international tax affairs, acting as...
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: Tax Senior Job Responsibilities: As a Tax Senior within the Tax Services Business Tax group, your primary responsibilities will include managing client relationships, ensuring timely reporting of milestones and dependencies, monitoring risks and issues for escalation, and executing day-to-day...
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...
Lifecycle Services for the Investment Bank. This role is... primarily front office and client-facing, which involves gathering and analyzing Know Your Customer (KYC) information to ensure an efficient and transparent review experience for institutional clients. The responsibilities include: - Supporting Sales...
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...