Investment Management Jobs in Aventura

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Posted On Sep 21, 26
Full-time 7 views Experience : Min 7 yrs required

Client Engagement & Relationship Management: - Serve as the... primary point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build...

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Posted On Sep 15, 26
Full-time 2 views Experience : 2-5 yrs required

Title: Real Estate Paralegal Job Responsibilities: - Provide essential support to the CEO and Corporate Counsel, focusing on real estate transactions and litigation. - Organize and electronically file all legal documents and pleadings efficiently. - Conduct comprehensive title searches, updates, recordings, and filings. - Perform...

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Full-time 3 views Experience : Min 10 yrs required

counsel, negotiate rates and fee arrangements, and implement legal spend tracking. Identify and insource work from outside firms to reduce costs without increasing risk. Develop document retention, privilege, and records management policies and train the... organization accordingly. Build a busine...

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Posted On Jul 14, 26
Full-time Experience : Min 10 yrs required

Title: Senior Portfolio Manager - Leasing Job Responsibilities: - Lead portfolio strategy across multiple global regions for a complex, international office portfolio. - Influence decisions that shape the company's future workplace footprint and support long-term business performance. - Oversee a diverse portfolio of offices...

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Posted On Sep 08, 26
Full-time 3 views Experience : 5-8 yrs required

Customer Success Manager Job Title eDiscovery Customer Success Manager Job Responsibilities The Managed Services Customer Success Manager (CSM) is a strategic, client-facing role with various responsibilities aimed at ensuring the success and satisfaction of Managed Services clients. The primary duties include: - Leading the client-side...

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Full-time 3 views Experience : Min 10 yrs required

Title: Senior Director, Legal Education Job Responsibilities: - Lead the strategy, growth, and ongoing evolution of the Consilio Advanced Learning Institute (CALI). - Define annual educational priorities aligned with emerging legal developments, client needs, technology trends, and business objectives. - Ensure CALI continues to...

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Posted On Jul 15, 26
Full-time 3 views Experience : 7-10 yrs required

compliance and strategic direction. - Serve as a compliance resource and subject matter expert (SME) to business units, internal team members, and management, providing support and analysis... on regulatory compliance requirements, issues, and best practices. - Perform regulatory research in response t...

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Posted On Sep 10, 26
Full-time 7 views

Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after preparation....

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, Salt Asset Management The candidate will participate... projects for multi-state alternative investment clients (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... Review tax calculations and information presented on state income tax returns. Build and manage...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required

Senior Associate, SALT Asset Management The candidate will participate... in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Participate in multi-state companies with...

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Posted On Sep 18, 26
Full-time 3 views Experience : 5-8 yrs required

Title: Manager or Senior Manager, SALT Asset Management (remote option) Job Responsibilities: -... Participate in multi-state alternative investment firms, including hedge fund,... fund to funds, private equity, and real estate, with state subject matter and alternative investment industry knowledge and experience. -......

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, SALT Asset Management Duties: The candidate will... projects for multi-state alternative investment clients (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... Review tax calculations and information presented on state income tax returns. Build and manage...

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Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required

Senior Associate, SALT Asset Management (remote option) Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues, including compliance, advising, planning, and controversies. - Engage in multi-state...

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Full-time 2 views Experience : 3-4 yrs required

Title: Corporate Capital Markets Associate Job Responsibilities: - Prepare and review Exchange Act filings, including Forms 10-K, 10-Q, 8-K, proxy statements, and Section 16 filings. - Represent issuers and underwriters in equity and debt offerings, including public and private securities offerings. - Counsel public...

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Posted On Sep 21, 26
Full-time 2 views

Title: Tax Manager, Digital Tax Solutions Job Responsibilities: The Tax Manager, Digital Tax Solutions, is part of the Digital Tax Solutions team and leverages industry knowledge, educational background, and experience to collaborate with clients and team members in implementing tax automation tools....

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Posted On Sep 14, 26
Full-time 14 views Experience : Min 6 yrs required

Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...

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Posted On Sep 14, 26
Full-time 3 views

Title . Private Bank - Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience - Generate...

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Posted On Sep 14, 26
Full-time 6 views Experience : Max 10 yrs required

Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

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Posted On Sep 14, 26
Full-time 5 views Experience : Min 3 yrs required

Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

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Posted On Aug 18, 26
Full-time 1 views Experience : 2-8 yrs required

Overview A law firm seeks a Corporate Capital Markets Associate with 3 to 4 years of experience in securities and capital markets to join its Corporate Practice Group in Fort Lauderdale, and review Exchange Act filings, including Forms 10-K, 10-Q,...

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