Job Title: Market Investment Executive Job Responsibilities: The... Market Investment Executive (MIE) oversees the... expansion of investment business for high net... as the market’s chief investment officer, helping to communicate... include: - Developing customized investment strategies - Expanding the... business and delivering investment management services - Risk... management...
and consulting services to investment management clients. - Assist clients... with the analysis, solution development, and implementation of tax objectives. - Develop and maintain client relationships by delivering tax consulting services and engaging specialists as necessary. - Conduct high-level reviews of tax research,...
and consulting services to investment management clients. Your role... involves assisting clients with effective analysis, solution development, and implementation of their tax objectives. You will develop and maintain client relationships by delivering tax consulting services and engaging specialists as necessary....
services specifically tailored for investment management clients. The responsibilities... include: - Conducting high-level reviews of tax research, partnership work papers, allocations, and tax returns. - Leading client meetings focused on compliance and consulting projects concerning tax planning opportunities and the tax impl...
trusts, special needs trusts, investment management, custodial, and guardianship... accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and interpret legal and fiduciary documents, utilizing financial and estate planning strategies to deliver fiduciary adv...
Title AML Project Delivery Specialist Job Responsibilities As an AML Project Delivery Specialist, you will be part of the Regulatory, Risk & Forensic Operate team. Your primary responsibilities will include: - Managing a small team of investigators. - Performing case...
for assigned business units and/or functions, ensuring adherence to the Compliance Risk Management Policy and Framework. Key... responsibilities include: - Maintaining an understanding of applicable laws, rules, and regulations, and providing regulatory guidance to business unit and/or function associates. - Reviewing regulatory...
Title: Advice & Planning Strategic Consultant Job Responsibilities: - Lead and coordinate strategy and execute initiatives based on the priorities of the Advice & Planning Group. - Provide thought leadership and innovation in advice delivery and resources through content creation and editing. - Proactively...
coding on the SEI/Trust 3000 platform, and setup of statements and fees. - Analyze trust documents to extract necessary information for account opening. - Serve as the centralized point of contact for the opening of Wealth Management accounts, ensuring the process... is...
Title: Corporate Tax Counsel - Mergers & Acquisitions Tax Counsel Job Responsibilities: - Provide specialized legal and strategic tax advice to support the company’s business transactions and corporate initiatives, focusing on the insurance and healthcare industry. - Engage in complex tax planning related...
Title: Lead, Transformation Program Management - National Tax Job Responsibilities: The... Lead, Transformation Program Management - National Tax position... requires a comprehensive understanding of professional services and the complete engagement life cycle. As a Senior member of the Transformation team, the candidate...
Title: Lead, Transformation Program Management - National Tax Job Responsibilities:... The role involves working knowledge of professional services and the end-to-end engagement life cycle. As a Senior on the Transformation team, the individual will collaborate with Tax subject matter specialists, technologists,...
its portfolio businesses. - Provide counsel to senior management on legal matters. - Develop... and implement legal policies and procedures to mitigate risks. - Ensure adherence to financial regulations and compliance with securities laws. - Structure investment funds in compliance with... legal and tax...
Title: Manager, International Tax (Investment Management) Job Responsibilities: As... International Private Equity and Investment Management practice, the candidate... will be responsible for providing tax consulting and compliance services to various client types. The primary duties include: - Performing high-level reviews...
Title: Manager, International Tax (Investment Management) Job Responsibilities: As a Manager... International Private Equity and Investment Management practice, the individual... will work within an engagement team to provide tax consulting and compliance services to a diverse range of clients. The responsibilities include: -...
Title: KPB Sr Relationship Manager Job Responsibilities: - Serve as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients... achieve their financial goals. - Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based......
Investors to create customized investment strategies. - Understand strategic investment... objectives, spending policy needs,... and unique client/prospect goals to provide guidance and develop, implement, and manage investments. - Manage customized client portfolios on a fully discretionary basis and provide advisory services and...
Investors to develop customized investment strategies. Key responsibilities include: -... Understanding strategic investment objectives, spending policy needs,... and unique client/prospect goals to provide guidance and develop, implement, and manage investments. - Managing individual securities such as stocks, bonds, REITs, MLPs, and alter...
Title: Paralegal, Subpoena Compliance & Research Coordinator Job Responsibilities: - Provide legal support services to attorneys and other team members in the legal department through basic case research and preparation of legal and business communications. - Identify, compile, and organize documents...
Title: Paralegal, Litigation Job Responsibilities: - Assist with all facets of litigation and dispute resolution, including cases and arbitrations handled by in-house attorneys without assistance from outside counsel. - Provide legal support services to attorneys through basic case research and preparation of legal...
Job Title Payroll Analyst - US Business Process Solutions - Managed Payroll Services ### Job Responsibilities As a Payroll Analyst, you will take on a variety of responsibilities to ensure accurate and compliant payroll processing for clients. Your key duties include: - Processing bi-weekly,...
Title: Senior Manager, Accounting Methods Job Responsibilities: Research - Identify situations requiring research and conduct investigations on identified topics. - Confirm the accuracy of facts and sources where appropriate. - Prepare studies on tax implications and outline alternative courses of action to clients. - Compose effective...
expert trust administration and counsel to high-net-worth clients and their beneficiaries. The role requires effective collaboration within the relationship management team to attract, retain,... and grow clients who need complex strategies to protect, grow, and transition personal and family wealt...
Title: Engagement Consultation Manager Job Responsibilities: - Engage in regulatory compliance with a focus on auditor independence rules and their impact on the professional services environment. - Provide consultative support to company engagement teams, ensuring compliance with regulations...
Title: Engagement Consultation Manager Job Responsibilities: As a Manager in the Engagement Consultation team, you will be at the forefront of regulatory compliance, focusing on auditor independence rules and their impacts on the professional services environment. Your role will involve a consultative...
business units or functions. This role involves executing compliance risk management activities to ensure adherence... to the Compliance Risk Management Policy and Framework. Essential... duties include: - Maintaining a comprehensive understanding of applicable laws, rules, and regulations, and providing regulatory guida...
Us The law firm is a highly respected immigration law firm dedicated to providing personalized legal counsel and advocacy for immigrants and their families. With a strong reputation for excellence in immigration and nationality law, the firm meticulously prepares each case...
Title: Pro Se Family Law Staff Attorney, General Litigation (Hybrid, Full-Time Position) Job Responsibilities: The Pro Se Family Law Staff Attorney will primarily focus on providing guidance and advice rather than maintaining a personal caseload. The key responsibilities include: - Offering brief advice...
Job Title: Private Fund/Investment Management Attorney Job Responsibilities: - Engage in... formation. - Structure and form investment vehicles such as private... funds, joint ventures, special purpose vehicles, alternative investment vehicles, feeder funds, and... co-investment entities. - Prepare offe...
Job Title: Private Fund/Investment Management Attorney Job Responsibilities: The Private Fund/Investment... Management Attorney will engage in... of fund formation and investment management. Key responsibilities include: -... Structuring... and forming investment vehicles such as private... special purpose vehicles, alternative investment vehicles, feeder funds, and......
Firm Seeking Private Fund/Investment Management Attorney in Multiple Locations... as a Private Fund/Investment Management Attorney H2: Work with... Venture Capital, Private Equity, and Real Estate Sponsors Overview: - Shumaker, a leading law firm, is seeking an experienced attorney to...
3-5 years of demonstrated investment management and private fund... formation experience. Strong experience in the areas of investment management and private funds,... including investment adviser regulatory matters and... formation of open and closed-end private funds is required. Experience representing family...
Job Title: Associate - Investment Services Job Responsibilities: The Associate in... the Investment Services team will be... shareholders and participating in business development and client-facing activities. - Playing a leading or key role in transactions, particularly related to investment company reorganizations or mergers. ......
Title: Experienced Securities Attorney at Law Firm Salary Information: Competitive salary based on experience and qualifications. Experience: Minimum of 8 years' experience in private securities offerings, fund work, and joint ventures. Law Firm is seeking an experienced Securities Attorney to join our Corporate,...
Title: Experienced Corporate Attorney at Leading Law Firm in Orlando, Florida H1: Join Our Team as a Corporate Attorney at **Members Only** Law Firm in Orlando H2: Experience the Excitement of Corporate Law at **Members Only** Bold Headline: Now Hiring: Experienced Corporate Attorney in Orlando,...
Legal Administrative Specialist - Investment Management Location: Miami, Florida... Legal Administrative Specialist in Investment Management H2: Support the... Investment Management Practice Group in... Miami, Florida **Members Only**, a leading global law firm, is seeking a Legal Administrative Specialist (L...
Title: Senior, International Tax (Investment Management) Job Responsibilities: As a Tax... Senior Consultant at the company, the candidate will be expected to work within an engagement team, leveraging experience in accounting and taxation to deliver tax consulting and compliance services to a...
Title: Senior, International Tax (Investment Management) Job Responsibilities: - Work as... part of an engagement team to provide tax consulting and compliance services to various client types. - Identify and analyze basic and complex tax issues and provide tax analysis and recommendations for...
is a leading global investment banking, securities and investment... management firm that provides... a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is...
Headline: Join Our Wealth Management Summer Analyst Program at... FL H1: Wealth Management Summer Analyst Program at... Goldman Sachs in Miami, FL H2: About the Program About the Wealth Management Summer Analyst Program: ... - A nine...
ANALYST POSITION AT ASSET MANAGEMENT FIRM IN WEST PALM... the firm - Attend orientation to learn about culture and responsibilities - Receive training for success - Work on real responsibilities with fellow interns and employees Responsibilities: - Providing investment management solutions to institutional... and... indi...
Friendly Job Title: Wealth Management Summer Analyst in Miami,... Heading: Join Our Wealth Management Summer Analyst Program in... About Goldman Sachs' Wealth Management Division About the... Program - Nine to ten week summer internship for students pursuing a...
Job Title: Wealth Management Advisor Job Responsibilities: - Serve as... teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. - Ensure... delivery and execution of Private Bank experience and client service standards. - Develop and...
**Wealth Management Advisor** **Job Title:** Wealth Management Advisor **Job... Responsibilities:** The Wealth Management Advisor serves as a... their wealth goals. The role involves creating streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. The... advisor en...
Job Title: Wealth Management Advisor Job Responsibilities: 1. Sales: -... resulting in Assets Under Management (AUM), Loans, Deposits, Estate... Planning, and Wealth Planning. - Serve as the Core Team Member for One Bank to identify opportunities with new and existing bank c...
Federal Tax - Asset Management (Remote Option) Job Responsibilities: - Manage... a portfolio of clients of various sizes and scopes, acting as the primary point of contact for both internal and external clients. - Direct teams of tax professionals and assistants working on...
Federal Tax - Asset Management (Remote Option) Job Responsibilities: - Manage... a portfolio of clients of various size and scope, acting as the point of contact for internal and external clients. - Direct teams of tax professionals and assistants working on client projects. -...
experience to join its Investment Services practice group. The... role offers the opportunity to work with a multidisciplinary legal team across several major markets. Candidates will engage in complex regulatory and transactional matters while collaborating closely with firm leadership and...