- Deloitte (Stamford, CT)
- Mutual funds -Are you a leader, passionate...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Charlotte, NC)
- Mutual funds -Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Robert Half Legal (Broomfield, CO)
- …global financial institution is looking for a Corporate Counsel/ In-house investment fund attorney for their legal investment advisory group. The Investment ... Draft and/or review documentation relating to a variety of fund structures, Ownership for select funds , including...to handle complex documentation * Experience in dealing with mutual funds , private equity, and private equity… more
- Federal Reserve Bank (Cleveland, OH)
- …employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds , unit investment trusts or ETFs that have a policy, as ... Federal Reserve Bank of Cleveland has an immediate opening for a full-time Attorney in its Legal Department. The role does not have any managerial responsibilities.… more
- Deloitte (Columbus, OH)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you a leader and passionate about financial...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Deloitte (Nashville, TN)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you passionate about financial products and understand...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Vanguard (Malvern, PA)
- …and provide strategic legal advice for issues impacting the disclosure for our mutual fund and ETF line-up, strategic initiatives, and regulatory matters. Ensure ... issues. To continue to support its growing business, Vanguard is seeking an attorney in its Investment Products, Disclosure & Governance Legal Team. As Senior… more
- Deloitte (Detroit, MI)
- …experience in financial services tax compliance: banking, private equity, hedge funds , real estate funds , mutual funds , fund of funds , and ... CPA exam + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial...banking, private equity, hedge funds , real estate funds , mutual funds , fund… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... and procedures and conducting training. **L&C Credit & Lending Transactions Group Attorney ** BlackRock is searching for an experienced credit and leveraged finance… more
- T. Rowe Price (Owings Mills, MD)
- …Responsibilities + Provides specialized legal advice based on experience and research of mutual funds and ETFs, the Investment Advisers/Company Act of 1940, and ... Legal Counsel to support T. Rowe Price's growing exchange-traded fund (ETF) business. The position will be a member...experience handling '40 Act issues and experience working with mutual funds and/or ETFs Preferred: + Experience… more
- Deloitte (Nashville, TN)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Experience participating in… more
- Deloitte (Raleigh, NC)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Previous Big 4… more
- State of Montana (Helena, MT)
- …of Administration. Our foundation of success is having effective working relationships, built on mutual trust and respect. We will challenge you to be the best you ... . State and federal constitutional provisions relating to pension trust funds , equal protection, due process, contractual impairment by government agencies, and… more
- Deloitte (Columbus, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial...tax compliance process for investment partnerships + Knowledge of fund accounting and general ledger accounting + Experience working… more
- Deloitte (Columbus, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Columbus, OH)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Charlotte, NC)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... and the tax implications of various transactions to the funds . + Training, mentoring, and supervising Tax Consultants, Tax...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Citigroup (Sioux Falls, SD)
- …and utilizing both internal and external investment managers including equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... or industry. + Communication: Communicate effectively with the client and/or the client's attorney on all trust and estate matters and attending in person client… more
- Citigroup (Tampa, FL)
- … funds , structures involving third party lenders, Special Purpose Vehicles, mutual funds and the like **Education:** + Bachelors/University degree, Master's ... The Transaction Management Officer II is a senior level, non- attorney role, responsible for representing the Legal Function in providing Transaction Management… more
- TIAA (Washington, DC)
- …of materials related to TIAA and Nuveen products and services, including annuities, mutual funds , managed accounts, and the development of digital tools and ... that will aim to help more Americans secure their futures in retirement. The attorney will engage with business partners, technology teams and work closely with risk… more