. retail and intermediary mutual fund products. - Manage the... fund registration statement disclosure process and support the mutual fund Board of Trustees,... overseeing materials processes for traditional open-end mutual funds. - Oversee product development... matters for mutual funds and ETFs, and......
assist Sales with US mutual fund distribution agreements and... for clients investing through third-party intermediary firms, National Securities Clearing Corporation (NSCC) contracts, institutional client agreements, and agreements for clients investing in separately managed accounts. - Manage intermediary mutual fund distribution contr...
assist Sales with US mutual fund distribution agreements and... for clients investing through third-party intermediary firms, NSCC contracts, institutional client agreements, and agreements for clients investing in separately managed accounts. - Manage intermediary mutual fund distribution contracts, including... drafting updates, revision...
assist Sales with US mutual fund distribution agreements, alternative... client agreements, and agreements for clients investing in separately managed accounts. - Manage intermediary mutual fund distribution contracts, including... drafting updates, revisions, and terminations as required. - Provide legal support for the...
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: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: - Provide clients with strategic consulting on local and overseas tax affairs, focusing on business analysis, managing working capital, and profit sharing for partners. - Advise Financial Services clients on...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Asset & Wealth Management - Renewable Energy Tax sector, the candidate will be part of a team that addresses complex business issues from...
Title: Managing Counsel Job Responsibilities: - Provide legal advice to the company and ensure operations align with acceptable legal risk levels. - Serve as day-to-day legal support for business partners across various business areas, working with external counsel as necessary and escalating issues...
to 1041 filings, including multi-state filings and complex analysis involving pass-through entities, hedge funds, partnerships, and S corporation... implications. - Collaborate with tax staff to ensure accurate and timely completion of 1041 tax returns, adhering to company processes. - Interpret and r...