Title: Legal Product Associate (Mutual Funds) Job Responsibilities: The Legal... Product Associate (Mutual Funds) is tasked with... regulatory filings for assigned mutual funds. - Develop a... comprehensive understanding of the assigned funds and the associated regulatory... framework...
Job Title Registered Funds Staff Attorney Job Responsibilities The... Registered Funds Staff Attorney is responsible... related to registered investment funds, including mutual funds, ETFs,... and other... structuring, formation, registration, and ongoing governance of registered investment funds. - Preparing and reviewing regulatory... filings,...
Job Title: Registered Funds Staff Attorney Job Responsibilities: The Registered... Funds Staff Attorney is responsible... related to registered investment funds, including mutual funds, ETFs,... and other... Investment Advisers Act of 1940, SEC regulations, and other relevant laws governing registered funds. Key responsib...
Title: Group Counsel-Asset Management Job Responsibilities: - Assist in the management of day-to-day legal affairs for Columbia Threadneedle Investments. - Support the Collective Investment Trust (CIT) business, including facilitating and attending Board of Director meetings, preparing meeting materials, supporting product initiatives, assisting in...
retail products, including Columbia Funds and Collective Investment Funds... at the company. The... role encompasses a variety of legal responsibilities, including: - Assisting in the management of day-to-day legal affairs for the company. - Supporting the CIT business through facilitating and attending...
retail products, including Columbia Funds and Collective Investment Funds,... at Columbia Threadneedle Investments.... Key duties include: - Managing day-to-day legal affairs for Columbia Threadneedle Investments. - Supporting the CIT business by facilitating and attending Board of Director meetings, preparing meeting...
Title: Investment Management Attorney Job Responsibilities: The Investment Management Attorney will be a part of the Legal and Compliance team at Company and will provide legal advice and guidance on a range of institutional and retail investment advisory matters. Key responsibilities...
Title: Senior Counsel - Legal & Wealth Management Job Responsibilities: The Senior Counsel for Legal & Wealth Management at the company is tasked with providing comprehensive regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. The role...
of life insurance, annuity, mutual fund, and retirement plans... through all distribution channels. - Provide comprehensive consulting services in tax, legal, and technical areas. - Offer strategic consultation in business planning, estate planning, qualified plans, and IRA and annuity strategies. - Represent the...
Job Title: Investment Funds, Registered Funds/BDC Associate Job Responsibilities: The... Investment Funds, Registered Funds/BDC Associate will... working within the Registered Funds practice of the Investment... Funds Group at the law... fund products. - Handling traditional funds such as mutual funds,... ETFs, and listed... closed-end... funds. -...
Job Title: Investment Funds, Registered Funds/BDC Associate Job Responsibilities: -... Work within the Registered Funds practice of the Investment... Funds Group. - Form, structure, and... fund products, including traditional funds such as mutual funds,... ETFs, and listed... closed-end... funds. - Handle “alternative” funds, including... funds,...
Job Title: Investment Funds, Registered Funds/BDC Associate Job Responsibilities: -... Work within the Registered Funds practice of the Investment... Funds Group. - Form, structure, and... fund products, including traditional funds such as mutual funds,... ETFs, and listed... closed-end... funds. - Handle “alternative” funds, including... funds,...
Job Title: Investment Funds, Registered Funds/BDC Associate Job Responsibilities: -... Work within the Registered Funds practice of the Investment... Funds Group. - Form, structure, and... fund products, including traditional funds such as mutual funds,... ETFs, and listed... closed-end... funds. - Handle “alternative” funds, including... funds,...
servicing agreements for registered mutual funds, private funds, exchange-traded... funds, closed-end funds, and custody... clients. - Manage processes related to contracting, including obtaining signatures for executing final servicing agreements, storing executed agreements in the contracts database, and handling termination workflow and...
Title: Senior Associate, Asset Management Job Responsibilities: - Support Tax Managers and Partners in the day-to-day management of client portfolio - Take responsibility for overall engagement planning and job administration - Keep management informed on the progress of important engagement and client relationship issues -...
Title: Workers Compensation Attorney MD and PA Job Responsibilities: - Possess strong academic credentials and excellent research, writing, and communication skills. - Ability to work independently and manage a high volume of cases. - Meet deadlines and effectively multi-task in a fast-paced environment. - Detail-oriented,...
Title: Insurance Defense Litigation Attorney Job Responsibilities: - The attorney will be responsible for managing a high volume of cases, which requires the ability to meet deadlines and multi-task effectively. - Conduct thorough research on complicated legal issues to support case development. - Draft...
Job Title ETF & Mutual Fund Product Management and... monitoring, of ETFs and mutual funds offered by the... relationships with ETF and mutual fund issuers. - Administer... key internal controls to help manage regulatory risks. - Manage investigations pursuant to...
Title: . Legal Counsel, Corporate - . Legal Affairs Job Responsibilities: - Provide comprehensive legal advice and support for . businesses, with a particular emphasis on a wide range of transactional work. - Engage in litigation management and oversee the work of outside...
business unit of the organization. This includes working with various entities such as the organization's Investment Services, a registered investment adviser and mutual fund family. - The Analyst... coordinates with different functions within the Investments business unit, including Portfolio Management, Inves...
Title: Director - Strategic Financing Services - Applications and Strategic Planning Job Responsibilities: The Director for Strategic Financing Services is a key role within the department, tasked with managing the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development...
Title: Director - Strategic Financing Services - Applications and Strategic Planning Job Responsibilities: The Director of Strategic Financing Services will be responsible for overseeing the application and strategic planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders,...
Title: Legal Derivatives Attorney, Vice President Experience: 3-6 years of related legal experience post-JD in a reputable law firm, fund, asset management firm or investment bank Location: New York, New York, United States Salary Range: USD 170,000...
Required Yes Travel % 10 Languages Required English Job Start Date Wednesday, April 9, 2025 H1 Friendly Heading: "Ultimus Fund Solutions: Seeking Paralegal I with Legal Administration Experience" H2 Friendly Heading: "Join...
Required No Travel Type None Required Education Bachelor’s Degree Job Start Date Wednesday, April 9, 2025 Job End Date N/A Job Location Virtual Job Category Legal...
for Ultimus Fund Solutions’ mutual fund clients. This includes... preparing board materials and regulatory filings, managing regulatory calendars, providing general legal, filing and governance support, and overseeing other client-related matters. The ideal candidate will have 1-3 years of paralegal or...
Business Affairs Manager is a key role within the CNR wealth management business, supporting various activities across client service, operations, portfolio management, sales, and research. This role collaborates with senior management to provide analytical, communication, and leadership support. The ideal...
Manager - Denver, Colorado: Competitive Salary and Benefits Package H1: Join Our Team as a Legal Manager in Denver, Colorado H2: Why Work for Us? - Be a part of a company with a mission to help clients achieve superior financial outcomes through...
Senior - Real Estate Tax (East Region Office Locations) Salary: $63,420 - $144,300 Job Type: Full-time Experience: 3+ years Location: Atlanta, GA; Boston, MA; Hartford, CT; Jericho, NY; Jersey City, NJ; Morristown, NJ; New York, NY; Princeton, NJ; Stamford, CT...
Assistant General Counsel - Mutual Funds Experience: At least... working with . registered funds and the Investment Company... Act of 1940 at a major . law firm or with an in-house legal department. Location: New York, NY Salary: $180,000-$220,000...
– Financial Services – Mutual Fund Tax (East Region... Financial Services - Industry: Mutual Fund Tax - Location:... 22 cities in the East Region Position Summary: - Seeking a Tax Senior with experience in regulated investment companies, Subchapter...
– Financial Services – Mutual Fund Tax (East Region... industry, specifically focused on mutual funds. - Responsible for... providing tax compliance and consulting services to Investment Management clients, including identifying complex tax issues, performing tax analyses, and supervising tax consultants....
– Financial Services – Mutual Fund Tax (East Region... City Locations) Experience information: 3+ years experience in tax planning services or preparing and reviewing client work papers and income tax returns Position Summary - Seeking a Tax...
- Financial Services - Mutual Fund (East Region City... Locations) Experience: 8+ years in tax planning or preparing/reviewing tax returns Salary: $119,490 to $272,090 (may vary based on skills, experience, and location) Position Summary: - Seeking a leader...
– Financial Services – Mutual Fund Tax (East Region... City Locations)** **Position Summary:** - Seeking a Tax Senior with a passion for financial products and experience in regulated investment companies, Subchapter M, section 4982 excise calculations, and tax...
– Financial Services – Mutual Fund Tax (East Region... City Locations) Experience: 3+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns Salary Range: $63,420 to $144,300 (depending on factors such as...
– Financial Services – Mutual Fund Tax (East Region... City Locations) Salary Range: $63,420 - $144,300 (dependent on experience and qualifications) Employment Type: Full-time, permanent Department: Tax Business Tax Services Location: Available in 22 cities across the United States...
– Financial Services – Mutual Fund Tax (East Region... City Locations) Salary: $63,420 to $144,300 (depending on experience and qualifications) Experience: 3+ years providing tax planning services or preparing and reviewing client work papers and income tax returns Position...
– Financial Services – Mutual Fund Tax (East Region... City Locations) Experience: 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns Salary Range: The disclosed range estimate has...
– Financial Services – Mutual Fund Tax (22 Locations)... Position Summary: - Seeking a passionate and experienced Tax Senior with a strong understanding of financial products and regulated investment companies to join our team. - Responsible for providing...
Title: Tax Senior – Mutual Fund Tax Location: East... Tax Senior for a fast-paced, challenging role in the Investment Management industry. - Responsible for providing tax compliance and consulting services to clients, specifically focusing on mutual funds and regulated investm......
- Financial Services - Mutual Fund Tax (East Region... on financial services and mutual fund tax in various... locations across the East Region - Opportunity to work with a global leader in providing professional services to the Investment Management industry...
– Financial Services – Mutual Fund Tax (East Region... City Locations) H1: Tax Senior – Financial Services – Mutual Fund Tax (East Region... City Locations) H2: Join Our Team as a Tax Senior for Investment Management Clients...
– Financial Services – Mutual Fund Tax (East Region... City Locations) H1: Tax Senior – Financial Services – Mutual Fund Tax (East Region... City Locations) H2: Position Summary Bold headlines: - Passionate about financial products and regulated investment companies...
– Financial Services – Mutual Fund Tax (East Region... City Locations) H1: Tax Senior – Financial Services – Mutual Fund Tax (East Region... City Locations) H2: Join Our Team as a Tax Senior for **MEMBERS ONLY**SIGN UP NOW***. Position Summary:...
– Financial Services – Mutual Fund Tax (East Region... City Locations) H1: Tax Senior – Financial Services – Mutual Fund Tax (East Region... City Locations) H2: Join **MEMBERS ONLY**SIGN UP NOW***. as a Tax Senior in Financial Services Bullet points:...
to join its Investment Funds Group, focusing on Registered... Funds and Business Development Companies... a variety of retail fund structures, including traditional and alternative registered funds. This role offers exposure... to high-profile fund formations, regulatory guidance, and public company reporti...