Investment Management Jobs in Canal Winchester

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Posted On Aug 27, 26
Full-time Experience : Min 1 yrs required

Job Title: Investment Management Agreement Review Analyst Job... Responsibilities: The Investment Management Agreement Review Analyst... negotiation, 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...

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Full-time Experience : Min 5 yrs required

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. -...

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Full-time 2 views Experience : 5-10 yrs required

service and satisfaction in all interactions. - Structure, document, and advise on investment partnership formations, ensuring compliance... and optimal structuring for clients. - Manage exempt securities offerings, providing expert guidance and ensuring adherence to legal standards and regulations. - Demonstrate mastery of multi-membe...

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Full-time 2 views Experience : 3-5 yrs required

on structuring, documenting, and advising on investment partnership formation and exempt... securities offerings. - Demonstrate proficiency in drafting multi-member, multi-class LLC Operating Agreements, including understanding of voting vs. non-voting interests, manager authority vs. member voting rights, distribution waterfalls, and transfer rest...

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Posted On Sep 11, 26
Full-time 34 views Experience : Min 8 yrs required

Chief Compliance Officer - Investment Management Chief Compliance... Officer Opening in Calfee's Cleveland, Columbus, or Cincinnati Office Opportunity Compliance Officer in the Investment Management group in our... the Chair of our Investment Management practice group. ......

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 10 yrs required

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 &......

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Posted On Sep 10, 26
Full-time 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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Full-time 2 views Experience : Min 3 yrs required

Title: Assistant Vice President, Senior Counsel in the Global Technology Legal Practice Group Job Responsibilities: - Structure, draft, and negotiate agreements with third parties for technology products and services. This includes agreements related to intellectual property, SaaS, software, hardware, maintenance, reseller, professional...

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Full-time 41 views Experience : Min 8 yrs required

compliance standards for registered investment adviser and broker-dealer clients... • Maintain regulatory risk and governance oversight • Analyze and establish internal controls for primary lines of business • Communicate with senior management and departmental management •... Supervise employee conduct and...

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Posted On Sep 07, 26
Full-time 26 views Experience : Min 6 yrs required

Title: . Private Bank – Private Banker – Vice President or 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 Jul 19, 26
Full-time 1 views Experience : Min 7 yrs required

recommending banking, borrowing, and investment solutions to help clients... advisory team, including trust, investment, and planning strategists, based... on the complexity of the relationship. - Develop a comprehensive understanding of the client's needs through the review and analysis of personal and...

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Posted On Aug 19, 26
Full-time 6 views Experience : Min 5 yrs required

Title: Title Abstractor Landman Job Responsibilities: - Conduct research on county records to determine surface and mineral ownership by utilizing online databases or traveling to local county courthouses for document review. - Analyze and document research results, selecting relevant information to compile into...

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Posted On Sep 10, 26
Full-time 13 views Experience : 8-8 yrs required

Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, acting as the primary contact for both internal and external clients. - Manage senior-level relationships with large clients, providing tactical advice and...

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Posted On Sep 10, 26
Full-time 4 views

the full lifecycle of technical issues related to various credits such as Investment Tax Credits (48/48E), Production... Tax Credits (45/45Y), Clean Hydrogen (45V), Carbon Capture (45Q), Clean Fuels (45Z), Advanced Manufacturing (45X), and others introduced or modified under the I...

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Full-time 4 views Experience : Min 10 yrs required

Title: Senior Counsel - Health & Life Sciences Legal Job Responsibilities: - Serve as the lead counsel on medical device legal regulatory issues affecting the use of company products in the US, Canada, and Latin America, focusing on software as a medical...

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Full-time 7 views Experience : Min 5 yrs required

tax work for clients across the nation. The primary responsibilities include: - Structuring business entities and real estate investment vehicles - Succession planning for... closely held businesses - Engaging in corporate and transactional tax work The role involves working in a vibrant and collegi...

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Posted On Jul 29, 26
Full-time 20 views Experience : 1-10 yrs required

OverviewA leading law firm is seeking a Corporate Associate with 2–5 years of experience to join its Corporate & Finance group. This opportunity is available in any of the firm’s Ohio offices. The role offers the chance to work on...

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