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Pennsylvania Investment Management Associate Jobs in In-House - Related Job Titles

Investment Banking Associate
United States
Posted On Oct 07, 26
Full-time Experience : 4-7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking

Title: Private Funds Attorney Job Responsibilities: - Oversee outside counsel in drafting, reviewing, and negotiating operative documents such as limited partnership agreements, LLC agreements, subscription agreements, private placement memoranda, and other ancillary documents for the company's closed end and evergreen commingled funds...

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Posted On Oct 07, 26
Full-time Experience : 4-6 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Contract Law Corporate - General
Job Tags:
Affirmative Action agreements contracts distribution agreements Domestic Violence family marketing Partnership spectrum stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Contract Law Corporate - General
Job Tags:
Affirmative Action agreements contracts distribution agreements Domestic Violence family marketing Partnership spectrum stalking

and international agreements, including investment fund distribution agreements, platform... agreements, investor agreements such as limited partnership agreements, fund transfer documentation, and other fund-related contracts. - Understand how the contracts and negotiated terms fit into the company's broader fund operations and business...

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Posted On Oct 06, 26
Full-time
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts family Financial Institutions Insurance Privacy Software special projects
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts family Financial Institutions Insurance Privacy Software special projects

Title: Counsel Job Responsibilities: - Draft, review, and negotiate all contracts related to the company's subsidiary broker-dealers. - Research and provide legal advice regarding broker-dealer and mutual fund distribution, including regulatory and compliance issues. - Communicate and interact with clients, outside counsel, service...

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Posted On Oct 08, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Venture Capital/Emerging Companies
Practice Area:
Corporate - M&A Corporate - General Corporate - Venture Capital/Emerging Companies

Job Title: Associate Managing Director and Assistant... General Counsel, Corporate Transactions & Governance Job Responsibilities: - Support the corporate governance responsibilities of the group, including subsidiary and affiliated entity governance as well as network governance matters. - Advise on and execute a wide...

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Posted On Oct 05, 26
Full-time 1 views Experience : Min 15 yrs required
Practice Area:
Intellectual Property - General
Job Tags:
acquisitions artificial intelligence Chemistry Computer Science copyrights Cybersecurity data security divestitures due diligence Electrical Engineering emerging technologies evidence Infringement Intellectual Property invention IP Joint Ventures licensing mergers Patent patents Physics Privacy Software technology transactions trade secrets trademarks
Practice Area:
Intellectual Property - General
Job Tags:
acquisitions artificial intelligence Chemistry Computer Science copyrights Cybersecurity data security divestitures due diligence Electrical Engineering emerging technologies evidence Infringement Intellectual Property invention IP Joint Ventures licensing mergers Patent patents Physics Privacy Software technology transactions trade secrets trademarks

Chief Intellectual Property Counsel Job Title: Assistant Chief Intellectual Property Counsel Job Responsibilities: Intellectual Property Strategy & Leadership - Partner with senior business, engineering, and technology leaders to develop and execute a global intellectual property strategy aligned with the company's innovation and business objectives. -...

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Posted On Sep 28, 26
Full-time 5 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

one or more registered investment advisers that manage private... credit funds and other investment vehicles, including funds registered... under the Investment Company Act of 1940. -... issues arising under the Investment Advisers Act of 1940,... including governance, fiduciary obligations, disclosures, conflicts...

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Posted On Sep 28, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

one or more registered investment advisers that advise private... credit funds and other investment vehicles, including certain funds... registered under the Investment Company Act of 1940. -... matters arising under the Investment Advisers Act of 1940,... including governance, fiduciary obligations, disclosures,...

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Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel...

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Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Title: Wealth Strategist III Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Title Wealth Strategist II Job Responsibilities As a Wealth Strategist II at the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients. The role involves collaboration with more senior planning resources on complex...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Wealth Strategist Job Title: Senior Wealth Strategist Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborate with other planning resources on specific subject matters of greatest complexity and partner in...

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Posted On Sep 16, 26
Full-time 1 views Experience : 10-15 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
corporate governance Corporate Law directors fiduciary Investment Advisers Act of 1940 investment management special projects Visa
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
corporate governance Corporate Law directors fiduciary Investment Advisers Act of 1940 investment management special projects Visa

Job Title: Associate General Counsel, Fund Governance Job... Responsibilities: - Serve as a strategic legal advisor on corporate governance matters, providing practical advice to trustees, directors, senior executives, and other stakeholders regarding applicable legal requirements, fiduciary obligations, governance practices, and board processes. -...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Venture Capital/Emerging Companies Data Privacy - Transactional Intellectual Property - General Intellectual Property - Trademark/Copyright Corporate - General
Job Tags:
agreements equity Intellectual Property licensing M&A marketing Marketing Law Privacy Software technology transactions trade secrets trademarks
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Venture Capital/Emerging Companies Data Privacy - Transactional Intellectual Property - General Intellectual Property - Trademark/Copyright Corporate - General
Job Tags:
agreements equity Intellectual Property licensing M&A marketing Marketing Law Privacy Software technology transactions trade secrets trademarks

Title: Senior Counsel, AI & Legal Technology Job Responsibilities: - Serve as the primary legal advisor for issues related to AI, product development, and marketing. - Monitor, interpret, and communicate developments in AI law and regulation both domestically and internationally, and provide actionable...

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Posted On Sep 10, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
board of directors Capital Markets child corporate governance equity Insurance NYSE Securities securities laws spouse Visa work permit
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
board of directors Capital Markets child corporate governance equity Insurance NYSE Securities securities laws spouse Visa work permit

Title: Sr. Corporate Counsel - Securities Job Responsibilities: - Support the Board of Directors and Board committees, including preparation of agendas, minutes, and presentation materials. - Update committee charters and ensure familiarity with NYSE rules regarding board independence and committee functions. - Assist the...

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Posted On Sep 08, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Corporate - M&A Corporate - Private Equity Health Care - General Corporate - General
Job Tags:
Case Law contracts corporate contracts Joint Ventures licensing Mergers and Acquisitions organizational documents private equity
Practice Area:
Health Care - Compliance, Transactions, HIPAA Corporate - M&A Corporate - Private Equity Health Care - General Corporate - General
Job Tags:
Case Law contracts corporate contracts Joint Ventures licensing Mergers and Acquisitions organizational documents private equity

Job Title: Associate Counsel Job Responsibilities: -... Support all departments and affiliated entities with a primary focus on corporate, regulatory, transaction, and complex contract matters. - Assist in the review and negotiation of both routine and complex contract matters, including...

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Posted On Sep 15, 26
Full-time 7 views Experience : Min 10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
acquisitions agreements broadband cable corporate governance corporate transactions criminal Deferred Compensation divestitures due diligence employee benefits equity ERISA fiduciary finance Government Joint Ventures M&A mergers ordinances Partnership pension Qualified Retirement Plans regulatory compliance Securities Severance
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
acquisitions agreements broadband cable corporate governance corporate transactions criminal Deferred Compensation divestitures due diligence employee benefits equity ERISA fiduciary finance Government Joint Ventures M&A mergers ordinances Partnership pension Qualified Retirement Plans regulatory compliance Securities Severance

Title Legal Advisor for Employee Benefits and Compensation Job Responsibilities Retirement Plans and Fiduciary Governance - Serve as lead legal advisor for the company's qualified and non-qualified retirement programs, including 401(k), pension, and deferred compensation plans. - Provide legal counsel...

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Posted On Sep 22, 26
Full-time 58 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements Code of Conduct company policies construction Corporate Law directors due diligence equity finance Litigation partnerships project finance security agreements shareholders
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements Code of Conduct company policies construction Corporate Law directors due diligence equity finance Litigation partnerships project finance security agreements shareholders

the areas of finance, design, construction, and facilities management services. Key Responsibilities:... - Manage legal aspects of P3 project bids from qualification phase through financial close - Liaise with external legal counsel and internal bid directors/managers - Prepare...

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Posted On Sep 21, 26
Full-time 12 views
Practice Area:
Finance - Financial Services Regulation Finance - General Fintech & Blockchain
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Finance - Financial Services Regulation Finance - General Fintech & Blockchain
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

fund accounting, administration, transfer agency, middle office, custody, and other services to a wide variety of registered and unregistered funds, ETFs, UITs, and other investment vehicles. - Serve as a... trusted internal resource and key legal advisor on significant business transactions...

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Posted On Sep 21, 26
Full-time 17 views
Practice Area:
Fintech & Blockchain Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Fintech & Blockchain Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

Title: Senior Vice President, Counsel? (Asset Servicing) Job Responsibilities: - Serve as a trusted internal resource and key legal advisor on significant business transactions, regulatory matters, and strategic initiatives. - Liaise with a variety of key stakeholders, including lines of business, business partners,...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department...

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