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Asset Management Jobs in Canal Winchester

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United States
Posted On Sep 02, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General Tax - Private Client Services Corporate - General Tax - General
Job Tags:
corporate governance document review Estate and Trust M&A Software
Practice Area:
Probate Trusts and Estates - General Tax - Private Client Services Corporate - General Tax - General
Job Tags:
corporate governance document review Estate and Trust M&A Software

attorneys with legal case management by organizing files, tracking... deadlines, and preparing for court proceedings or client meetings. - Perform data entry and filing tasks accurately while adhering to firm procedures for document review, record-keeping, and confidentiality. - Coordinate scheduling,...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management

Job Title: Wealth Management Solutions, Trust & Estates,... Closely Held Asset Management Regional Director, ED Job... Responsibilities: -... Business Development: Collaborate with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors revenue and assets under management for the Trusts &......

Posted On Sep 07, 26
Full-time 2 views Experience : 5-10 yrs required
Job Tags:
asset management banking corporate governance directors due diligence estates finance Insurance limited liability companies marketing organizational documents partnerships trusts wealth management
Job Tags:
asset management banking corporate governance directors due diligence estates finance Insurance limited liability companies marketing organizational documents partnerships trusts wealth management

& Estates, Closely Held Asset Management - VP Job Responsibilities: -... acceptance process. - Complete annual asset reviews and market value... estimates, which include conducting company due diligence, engaging in management discussions, analyzing financial and... operating performance, and determining marketability and holding recommendations...

Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring

and Local Tax - Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies...

Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Manager, Salt Asset Management The candidate will... participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment...

Posted On Sep 10, 26
Full-time Experience : 5-8 yrs required
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships

Job Title: Tax Senior Manager, Asset Management Job Responsibilities: - Provide tax... for a variety of Asset Management clients. - Work as... part of a multi-disciplinary team to provide industry knowledge and experiences. - Oversee a portfolio of clients of varying size and scope and...

Posted On Aug 27, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management Computer Engineering Computer Science criminal emerging technologies Immigration information technology investment management
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management Computer Engineering Computer Science criminal emerging technologies Immigration information technology investment management

Job Title: Investment Management Agreement Review Analyst Job Responsibilities: The... Investment Management Agreement Review Analyst is... and execution of Investment Management Agreements (IMAs). The role... is crucial in managing the entire agreement lifecycle while ensuring consistency, quality control, and transparency. Key responsibilities...

Posted On Aug 25, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management -... Tax Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

Posted On Aug 25, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax... Manager The candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management -... Renewable Energy Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

Posted On Aug 26, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
employee benefits ERISA
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
employee benefits ERISA

Attorney Job Title: Corporate Attorney Job Responsibilities: As a Corporate Attorney at the law firm, you will engage in sophisticated and challenging corporate work for clients across the nation. The primary responsibilities will include: - Advising clients with regard to the Securities...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
agreements confidentiality agreements corporate governance corporate transactions due diligence finance financing documents letters of intent LLC operating agreements Partnership private equity regulatory compliance structured finance Taxation
Practice Area:
Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
agreements confidentiality agreements corporate governance corporate transactions due diligence finance financing documents letters of intent LLC operating agreements Partnership private equity regulatory compliance structured finance Taxation

Title: Corporate Legal Counsel Job Responsibilities: - Serve as a trusted legal and business advisor to the Company's investment and executive leadership teams. - Structure, draft, negotiate, and support closing in a broad range of agreements, including letters of intent, confidentiality agreements, partnership...

Posted On Aug 12, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
1940 Act company policies contracts family Investment Advisers Act of 1940 SEC filings Securities Act of 1933 Securities Exchange Act of 1934 securities laws special projects trusts
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
1940 Act company policies contracts family Investment Advisers Act of 1940 SEC filings Securities Act of 1933 Securities Exchange Act of 1934 securities laws special projects trusts

Title VP, Legal Counsel Job Responsibilities The VP, Legal Counsel is tasked with providing a high level of legal administration services to meet the needs of multiple clients. Specific duties include: - Supervising or preparing client registration statement updates. -...

Posted On Sep 07, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
artificial intelligence banking equity family finance lending Secured lending Securities underwriters wealth management
Job Tags:
artificial intelligence banking equity family finance lending Secured lending Securities underwriters wealth management

Risk Executive Director - Asset & Wealth Management -... risk oversight and portfolio management, ensuring decisions align with... risk appetite, governance standards, and cross-border considerations. - Evaluate, structure, and approve complex credit exposures within delegated authority, including new credit requests,...

Posted On Aug 26, 26
Full-time 7 views 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...

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to achieve exceptional deliverables - Manage client service accounts and engagement workstreams - Independently solve and analyze complex problems - Utilize company's technical knowledge and industry insights to address...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Sep 02, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Job Title Asset & Wealth Management - Renewable Energy Tax... and consulting projects for asset and wealth management clients... in the renewable... energy sector. - Advising clients on local and international tax strategies to optimize their financial outcomes. - Managing the preparation and...

Corporate Attorney

Recruiter • **Members Only** Columbus, OH

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Posted On Jun 24, 26
Full-time 4 views Experience : 2-14 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - General
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - General

OverviewA law firm seeks a Corporate Attorney in Columbus, OH. The successful candidate will engage in sophisticated corporate work, focusing on SEC reporting obligations and advising on securities law. This role offers the opportunity to work on corporate governance, M&A,...

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