involves working within the investment management team of the... a wide variety of investment management matters. Key responsibilities... compliance and formation for investment advisers, investment companies, and... broker-dealers. - Representation of institutional investors. - Formation of private...
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...
Investment Fund Attorney Job ID:... we are looking to add a Senior Investment Funds Attorney with 7+... years of experience to our nationally top ranked Corporate, Venture Capital and Emerging Growth team, “Venture Best”. The partner can be located i...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objectives and evaluating and selecting alternative actions to minimize tax burdens and compliance...
Title: Regional Director of Wealth Planning Job Responsibilities: The Regional Director of Strategic Advice & Planning is tasked with leading the Midwest Region's Strategic Advice & Planning team. Key responsibilities include driving planning growth, providing thought leadership, and coaching for the Midwest...
S-corporations, LLCs, and Partnerships, as well as individual returns for business owners, which may include estates, trusts, and charitable entities. - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. Ensure compliance with company p...
Title: WCIB Chief Fiduciary Officer Job Responsibilities: - Ensure compliance with legal, regulatory, and fiduciary requirements across all fiduciary activities within the bank and its affiliated entities. - Monitor adherence to state and federal banking and trust laws, working collaboratively with business units,...
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: Principal Program Manager - AI Legal Job Responsibilities: - Strategic Program Leadership: Design, implement, and manage cross-functional programs related to AI legal and regulatory readiness, compliance, and risk mitigation. Translate regulatory developments and legal strategies into structured, actionable projects with clear...
Tax services at the company provides an opportunity to... assist clients in meeting their tax obligations while managing the impact of tax on their business. The responsibilities include advising clients on local and international tax affairs, acting as a strategic...
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...
of assigned fiduciary and investment management accounts. This role... may also include Relationship Management responsibilities and requires product specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, and more. The officer will work as part of...
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...
complex capital markets transactions. Serve as a strategic advisor to clients, often working closely with corporate executives, investment bankers, and regulators. Provide... day-to-day legal and compliance advice to broker-dealers, RIAs, and private funds. Act as underwriters counsel on... public...
for Benefits at the company is responsible for providing... strategic support concerning the company's . employee benefit plans... and programs. Key responsibilities include: - Advising Benefits and other internal teams on the design, administration, and compliance of the company’s . employee...
and Energy at the company is tasked with providing... complex data center power and energy transactions. The role involves working closely with company executives to finalize agreements... between the company and its providers. Key... responsibilities include: - Coordinating efforts of vario...
Investment Fund Attorney Job ID:... we are looking to add a Senior Investment Funds Attorney with 7+... years of experience to our nationally top ranked Corporate, Venture Capital and Emerging Growth team, “Venture Best”. The partner can be located i...
complex capital markets transactions. Serve as a strategic advisor to clients, often working closely with corporate executives, investment bankers, and regulators. Provide... day-to-day legal and compliance advice to broker-dealers, RIAs, and private funds. Act as underwriters counsel on... public...
1940 Act Attorney Job Title 1940 Act Attorney Job... Responsibilities The 1940 Act Attorney at the company... will be integral to... clients by preparing registered investment company regulatory filings, fund... governance... documents, and oversight materials to support the fund's legal counsel. The attorney will...
at least eight years of experience to join the investment management team in Milwaukee,... Wisconsin. The candidate should have experience in investment management matters, including regulatory... compliance, institutional investor representation, and private fund on investment adviser, investment company, an......