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Investment Management Jobs in Kendall

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United States
Posted On Sep 23, 26
Full-time 54 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection banking corporate transactions Estate Planning family fiduciary gift tax Insurance Partnership partnerships Probate Software trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection banking corporate transactions Estate Planning family fiduciary gift tax Insurance Partnership partnerships Probate Software trusts

Title: Experienced Estate Planning Attorney Job Responsibilities: - Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. - Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift...

Posted On Sep 04, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

design, launch, and ongoing management of new and existing... vehicles. - Assist with project management and fund formation matters... product development of various investment structures across multiple jurisdictions. -... in the creation and management of registered fund board... materials. - Manage regulatory filings,...

Posted On Sep 23, 26
Full-time 13 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

design, launch, and ongoing management of new and existing... vehicles. - Assist with project management and fund formation matters... product development of various investment structures across multiple jurisdictions. -... in the creation and management of registered fund board... materials. - Manage regulatory filings...

Posted On Aug 27, 26
Full-time 1 views 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... the entire lifecycle of Investment Management Agreements (IMAs). The... key... responsibilities include: - Supporting the intake and processing of IMA requests as per established Standard Operating Procedures (SOPs)...

Posted On Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Finance - General Finance - Financial Services Regulation Corporate - General
Job Tags:
acquisitions agreements child closing documents corporate governance due diligence employee benefits entity formation finance Government hedge funds indemnity Insurance investment management limited liability companies Mergers and Acquisitions organizational documents partnerships private equity SEC filings Securities securities laws Telecommunications Transportation UCC Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Finance - General Finance - Financial Services Regulation Corporate - General
Job Tags:
acquisitions agreements child closing documents corporate governance due diligence employee benefits entity formation finance Government hedge funds indemnity Insurance investment management limited liability companies Mergers and Acquisitions organizational documents partnerships private equity SEC filings Securities securities laws Telecommunications Transportation UCC Venture Capital

Job Title: Investment Management Paralegal Job Responsibilities: - Support... attorneys on investment management and private investment... transactions, including private fund... formations, investments, acquisitions, and related corporate and transactional matters, as well as private equity, venture capital, hedge fund, and mergers and acquisitions...

Posted On Sep 17, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
Affirmative Action agreements asset management Broker Dealer equity FINRA fund formation Investment Advisers Act of 1940 investment management Regulation D offerings regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
Affirmative Action agreements asset management Broker Dealer equity FINRA fund formation Investment Advisers Act of 1940 investment management Regulation D offerings regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws

Title Vice President, Legal Team Job Responsibilities - Draft and negotiate agreements with Latin American distribution agents ensuring compliance with both . and local market regulations. - Advise on the legal implications of offering new and existing products and services, including...

Posted On Sep 25, 26
Full-time 23 views
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management
Job Tags:
Joint Ventures M&A Securities
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management
Job Tags:
Joint Ventures M&A Securities

Title: Securities Attorney Job Responsibilities: - Serve as lead counsel on private placement offerings, ensuring compliance with relevant securities laws and regulations. - Handle private securities offerings, fund work, and joint ventures, with a focus on “506(b)” offerings. - Provide legal advice and guidance...

Posted On Jul 01, 26
Full-time 7 views Experience : 3-4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - General Finance - Banking Corporate - General
Job Tags:
agreements contracts family finance Financial Institutions Government H-1B hedge funds Insurance ISDA LLC Securities
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - General Finance - Banking Corporate - General
Job Tags:
agreements contracts family finance Financial Institutions Government H-1B hedge funds Insurance ISDA LLC Securities

dealers. - Support client relationship management under the guidance of... Partners, with potential progression towards independent client coverage. - Serve as the quality control layer between Analysts, Partners, and clients. - Supervise deal flow within the department. - Commit to mastering a new practice...

Posted On Jul 07, 26
Full-time 4 views Experience : Min 12 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Data Privacy - Transactional Intellectual Property - General Corporate - General
Job Tags:
Affirmative Action agreements criminal employee benefits IP licensing Privacy shareholders Software Visa Women
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Data Privacy - Transactional Intellectual Property - General Corporate - General
Job Tags:
Affirmative Action agreements criminal employee benefits IP licensing Privacy shareholders Software Visa Women

Title: Product Counsel Legal Lead - Strategic Growth Initiatives Counsel Senior Manager Senior Level Full Time Job Responsibilities: - Lead a global team of legal professionals focused on go-to-market enablement of software products. This includes managing team structure, workflow, relationship...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements child Corporate Law criminal Energy family finance FINRA fund formation health benefits life sciences limited liability companies partnerships Software
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements child Corporate Law criminal Energy family finance FINRA fund formation health benefits life sciences limited liability companies partnerships Software

of fund formation, investor onboarding, and fund management. This includes a comprehensive... understanding of private fund structures and related documentation. Key responsibilities include: - Assisting attorneys with the creation and structuring of private investment funds, such as limited... partnerships and limite...

Posted On Sep 14, 26
Full-time 4 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

and the full array of Private Bank's capabilities. - Establish and deepen relationships with internal and external partners and Centers of Influence to identify prospects. - Execute the Client Management Process and partner across... the enterprise to provide a Branded Client...

Posted On Sep 10, 26
Full-time 7 views Experience : 5-8 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

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

Posted On Sep 10, 26
Full-time 1 views 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... 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
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

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 : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

content on various wealth management topics. - Act as... for the . Wealth Management (USWM) field in both... and sophisticated tax and trust & estate planning strategies, as well as concentrated position management, corporate executive services, and... pre-liquidity transaction pla...

Posted On Sep 16, 26
Full-time 2 views Experience : Min 1 yrs required
Job Tags:
Computer Science criminal Immigration information technology Software
Job Tags:
Computer Science criminal Immigration information technology Software

Title: Consultant II, Project Management - Tax Transformation Job Responsibilities: -... Support planning and execution of tax technology and transformation workstreams. - Track assigned tasks, milestones, dependencies, and deliverables to ensure on-time execution. - Assist with requirements gathering, meeting preparation, and project coordination. - Maintain...

Posted On Sep 18, 26
Full-time 1 views Experience : 5-8 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

Senior Manager, SALT Asset Management (remote option) 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...

Posted On Sep 21, 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 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...

Posted On Aug 13, 26
Full-time 13 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an experienced Estate Planning Attorney in Coral Gables, Florida. The ideal candidate will have a strong background in sophisticated trusts and estate planning matters, working with high-net-worth clients to develop comprehensive complex trust and estate...

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