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Investment Management Jobs in Lake Mary

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United States
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... negotiation, and execution of Investment Management Agreements (IMAs). The... role involves the application of established Standard Operating Procedures (SOPs) and coordination with both internal stakeholders and...

Posted On Sep 21, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Finance - Structured Finance Finance - Banking Corporate - General Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities
Practice Area:
Corporate - M&A Corporate - Contract Law Finance - Structured Finance Finance - Banking Corporate - General Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities

Title: Senior Vice-President/Counsel - Global Markets and Treasury Services Job Responsibilities: The Senior Vice-President/Counsel will join the Global Markets and Treasury Services Team within the Legal Hub and Practice at the company. This role requires the attorney to work as part of...

Posted On Sep 21, 26
Full-time 11 views Experience : 7-10 yrs required
Practice Area:
Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

Title: Senior Vice President, Counsel (Asset Servicing) Job Responsibilities: The Senior Vice President, Counsel for Asset Servicing is responsible for providing comprehensive legal support to the Asset Servicing business. This role involves a variety of key responsibilities, including: - Serving as a trusted...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the individual will support transformation in operations and finance within the Tax Transformation Office. The role involves collaboration with tax subject matter specialists,...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Title: Senior Consultant, Tax Strategy - Tax Transformation** **Job Responsibilities:** As a Senior Consultant in Tax Strategy and Transformation, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role involves participating in tax transformation projects that...

Posted On Sep 21, 26
Full-time Experience : 10-12 yrs required
Job Tags:
Affirmative Action Bribery entertainment Ethics family finance Government government affairs government contracts Insurance lobbying political law
Job Tags:
Affirmative Action Bribery entertainment Ethics family finance Government government affairs government contracts Insurance lobbying political law

Title: Senior Vice President, Anti-Corruption and . Government Contracting Job Responsibilities: - Provide subject matter expertise on anti-bribery and corruption compliance requirements, focusing on pay-to-play laws, political contribution rules, and interactions with public officials. - Support the development, implementation, and enhancement of the...

Posted On Jul 15, 26
Full-time 2 views Experience : Max 2 yrs required
Job Tags:
health insurance Insurance Media medical providers personal injury Software stage
Job Tags:
health insurance Insurance Media medical providers personal injury Software stage

work hard, we hold ourselves to a high standard, and we love what we do. About the role This is a dedicated case management role — you will... be the right hand to one of our attorneys, responsible for keeping their cas...

Posted On Sep 11, 26
Full-time 4 views Experience : 4-7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - M&A Finance - Project Finance Energy - Renewables - Transactional Tax - M&A and Transactions Tax - Exempt Organization Corporate - General Finance - General Energy and Oil & Gas - General Tax - General
Job Tags:
affordable housing agreements clean energy developers due diligence Energy energy tax credits equity family Financial Institutions Insurance organizational documents Partnership private equity project finance
Practice Area:
Corporate - Asset/Investment Management Corporate - M&A Finance - Project Finance Energy - Renewables - Transactional Tax - M&A and Transactions Tax - Exempt Organization Corporate - General Finance - General Energy and Oil & Gas - General Tax - General
Job Tags:
affordable housing agreements clean energy developers due diligence Energy energy tax credits equity family Financial Institutions Insurance organizational documents Partnership private equity project finance

Title: Associate - Tax Credit Job Responsibilities: The Associate - Tax Credit will be an integral part of the law firm's Energy Credit practice, which falls under the firm's nationally recognized Community Development team. The primary responsibilities include advising developers, investors, lenders,...

Posted On Jul 01, 26
Full-time 7 views Experience : 3-4 yrs required
Practice Area:
Corporate - Asset/Investment Management 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 - 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 direction of... the Partners, with potential for independent client coverage. - Act as the quality control layer between Analysts, Partners, and clients. - Supervise deal flow and ensure quality control. Education and Experience Information: - Requires 3-4...

Posted On Sep 13, 26
Full-time 3 views Experience : Min 10 yrs required
Job Tags:
Case Law Employment Law Insurance Labor and Employment Labor Law Litigation marketing Partnership special projects
Job Tags:
Case Law Employment Law Insurance Labor and Employment Labor Law Litigation marketing Partnership special projects

Job Title: Knowledge Management Team Director Job Responsibilities: - Lead... a team of Knowledge Management Attorneys (KMAs) to support... the needs of the law firm's practice and industry groups. - Report to the Senior Director of Practice Enablement and collaborate with National Practice...

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 : 7-7 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. - Serve as... for the . Wealth Management (USWM) field, providing guidance... on both simple and sophisticated tax and trust & estate planning strategies, as well as concentrated position management, corporate executive services, an......

Posted On Sep 18, 26
Full-time 2 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 2 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 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 Sep 22, 26
Full-time 2 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 (remote option) Job Responsibilities: -... Participate in multi-state alternative investment firms, such as hedge... funds, funds of funds, private equity, and real estate, addressing state and local tax issues, including compliance, advising, planning, and controversies. -...

Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Corporate - Compliance Corporate - General Corporate - Contract Law
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media
Practice Area:
Estate & Tax Planning Trusts and Estates - General Corporate - Compliance Corporate - General Corporate - Contract Law
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media

Title: Paralegal Job Responsibilities: The Paralegal role is designed to assist and relieve attorneys of administrative and clerical work, ensuring efficient operations and high levels of client satisfaction. The key responsibilities of this role include: Client Interaction: - Assign and answer client-submitted questions. - Perform...

Posted On Sep 21, 26
Full-time 4 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

trusts, special needs trusts, investment management, custodial, and guardianship... accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and interpret financial and estate planning strategies, legal, and fiduciary documents to deliver fiduciary advice to...

Posted On Sep 14, 26
Full-time 6 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

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 business results and acquire...

Posted On Sep 28, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
Computer Science developers finance information technology marketing project development Software Taxation
Job Tags:
Computer Science developers finance information technology marketing project development Software Taxation

to the tax practice through the development, change management, deployment, and support of... processes and technologies. The candidate is expected to have a solid understanding of technology, process, and data, supported by experience as a tax professional. Key duties i...

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