Investment Management Jobs in Clearwater Beach

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United States
Full-time 3 views Experience : 8-10 yrs required

Title: Senior Assistant General Counsel Job Responsibilities: - Serve as legal coverage for the Fixed Income Capital Markets business, taking meaningful ownership of legal matters supporting institutional trading and capital markets activity. - Draft, review, negotiate, and advise on a broad range of...

Full-time 9 views Experience : 5-10 yrs required

challenging tax work for clients across the nation. The role involves substantial corporate and transactional tax experience, with responsibilities including but not limited to: - Structuring business entities and real estate investment vehicles. - Succession planning for... closely held businesses. - Engaging...

Posted On Jul 07, 26
Full-time 2 views Experience : 13-3 yrs required

Title: Paralegal Job Responsibilities: - Provide legal support services to attorneys, including basic case research and preparation of legal and business communications. - Draft legal and business communications to support attorneys, and prepare legal documents and supporting documentation. - Perform legal research using LexisNexis...

Full-time 2 views Experience : Min 5 yrs required

civil litigations, and regulatory enforcement investigations for the Wealth Management business. This includes handling... matters related to broker-dealers, investment advisers, banks, digital platforms... such as E*TRADE, and other entities. The attorney will be responsible for litigating disputes in arbitration, stat...

Posted On Jul 22, 26
Full-time 2 views Experience : 5-8 yrs required

under Rule 38a-1 and Rule 206(4)-7. - Monitor compliance with SEC regulations, Investment Advisers Act requirements, fund... governance standards, and internal policies. - Assist in developing, maintaining, and enhancing compliance policies and procedures. - Monitor regulatory developments and assess their impact on t...

Posted On Jul 28, 26
Full-time 1 views Experience : 5-8 yrs required

Rule 38a-1 of the Investment Company Act of 1940. ... Monitor compliance with applicable SEC regulations, Investment Advisers Act requirements, fund... governing documents, and internal policies. - Assist in the development, maintenance, and enhancement of compliance policies and procedures. - Mo...

Posted On Sep 09, 26
Full-time 2 views Experience : Min 5 yrs required

Customer Success Manager Job Title eDiscovery Customer Success Manager Job Responsibilities The eDiscovery Customer Success Manager is a strategic, client-facing role, responsible for leading the client-side implementation experience, driving the adoption of the Managed Services operating model, and ensuring long-term success for Managed Services...

Full-time 2 views Experience : Min 5 yrs required

inquiries for the Wealth Management business. - Manage matters related... to broker-dealers, investment advisers, banks, digital platforms... such as E*TRADE, and other entities. - Exhibit strong oral and written advocacy, analytical skills, creativity, and effective communication with clients, colleagues, and regulators. - Indepe...

Full-time 257 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...

Posted On Sep 16, 26
Full-time 2 views Experience : 4-6 yrs required

Title: Summer Associate - Law Clerk Job Responsibilities: - Support in-house counsel and members of the legal department in conducting legal research. - Conduct or update 50 state surveys as needed. - Perform legal research utilizing both written and electronic sources. - Prepare legal memos...

Full-time 2 views Experience : 6-6 yrs required

on financial services and investment management, privacy, employment, and... other laws and regulations globally. - Conduct legal analysis of complex topics and translate this analysis into practical and succinct legal advice. - Participate in ad-hoc regulatory and business projects, which...

Posted On Aug 27, 26
Full-time 3 views Experience : Min 1 yrs required

Job Title: Investment Management Agreement Review Analyst Job... Responsibilities: The Investment Management Agreement Review Analyst... is responsible for providing dedicated administrative and operational support to legal teams in the intake, drafting, review, negotiation, and execution of Investment Management Agreements (IMAs). This... role...

Full-time 6 views Experience : 3-5 yrs required

to a high-performance legal team. Key responsibilities include: - Engaging in investment management and funds work,... leveraging previous experience in corporate law. - Demonstrating strong writing capabilities for drafting, reviewing, and finalizing legal documents. - Employing strategic and analytical thinking to address c...

Full-time 1 views Experience : Min 3 yrs required

Title: New Business Attorney Job Responsibilities: The New Business Attorney will work in close collaboration with the Compliance and New Business (CNB) leadership and the Office of the General Counsel (OGC) team to support Firm partners in the matter opening and...

Posted On Sep 10, 26
Full-time 11 views Experience : 5-8 yrs required

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

Posted On Sep 13, 26
Full-time 4 views

Job Title: Knowledge Management Team Director Job Responsibilities: The Knowledge... Management Team Director at the... a team of Knowledge Management Attorneys (KMAs) who support... the needs of the firm's practice and industry groups. This individual will report to the Senior Director of...

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...

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...

Posted On Sep 14, 26
Full-time 1 views Experience : 7-7 yrs required

content on various wealth management topics. - Serve as... field, providing expertise in both simple and complex tax, trust, and estate planning strategies, as well as in areas such as concentrated position management, corporate executive services, and... pre-liquidity transaction plannin...

Posted On Aug 17, 26
Full-time 3 views Experience : 2-10 yrs required

in Tampa, FL. The ideal candidate will have a corporate background and experience in investment management or funds ... in investment management and funds-related legal... with a team to provide strategic legal and review legal documents with ...

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