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Investment Management Jobs in Mequon

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United States
Posted On Sep 16, 26
Full-time 4 views Experience : Min 10 yrs required
Practice Area:
Food & Drug Law
Job Tags:
artificial intelligence child equity government investigations Insurance Life Science life sciences Litigation Machine Learning Medical Device Medicine Partnership Privacy Regulatory Law Software spouse Visa work permit
Practice Area:
Food & Drug Law
Job Tags:
artificial intelligence child equity government investigations Insurance Life Science life sciences Litigation Machine Learning Medical Device Medicine Partnership Privacy Regulatory Law Software spouse Visa work permit

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, with a focus on software as...

Posted On Aug 27, 26
Full-time 2 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). Key... responsibilities include: - Supporting the intake and processing of IMA requests in accordance with established Standard...

Posted On Jul 27, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Bankruptcy – Restructuring (Chap. 11) Bankruptcy-General Corporate - Asset/Investment Management Finance - Structured Finance Finance - Banking Corporate - General Finance - General
Job Tags:
agreements asset management Bankruptcy Capital Markets collateralized loan obligations Commercial Lending stage structured finance
Practice Area:
Bankruptcy – Restructuring (Chap. 11) Bankruptcy-General Corporate - Asset/Investment Management Finance - Structured Finance Finance - Banking Corporate - General Finance - General
Job Tags:
agreements asset management Bankruptcy Capital Markets collateralized loan obligations Commercial Lending stage structured finance

the Institutional Investments Team within the department, providing legal advice and support for the company's $300+ billion investment portfolio. The main responsibilities... include: - Providing legal advice on matters related to the Company's 720 East collateralized loan obligation (CLO)...

Posted On Sep 09, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
Capital Markets M&A private equity Securities Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
Capital Markets M&A private equity Securities Venture Capital

be responsible for advising investment funds throughout their lifecycle... Financial Services & Capital Markets strategic business unit. Key responsibilities include: - Advising on the formation, structuring, and operations of investment funds. - Engaging with... private equity, private credit, and v...

Posted On Sep 09, 26
Full-time 9 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity
Job Tags:
Capital Markets M&A private equity Securities Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity
Job Tags:
Capital Markets M&A private equity Securities Venture Capital

Funds Associate Job Responsibilities: - Advise investment funds during all stages... of their lifecycle. - Provide legal counsel to investors in such funds. - Work primarily with attorneys in the Financial Services & Capital Markets strategic business unit. - Handle multiple projects effectively and articulate...

Posted On Aug 27, 26
Full-time 3 views Experience : 7-10 yrs required
Practice Area:
Intellectual Property - General Intellectual Property - Patent General Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
ADA Americans with Disabilities Act banking copyrights due diligence EEOC finance Intellectual Property partnerships patents Privacy trademarks
Practice Area:
Intellectual Property - General Intellectual Property - Patent General Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
ADA Americans with Disabilities Act banking copyrights due diligence EEOC finance Intellectual Property partnerships patents Privacy trademarks

Title: Legal Team Operational Director Job Responsibilities: - Provide operational direction to the legal team, ensuring alignment with corporate objectives. - Offer strategic legal advice to various business stakeholders concerning product development, go-to-market strategies, and production support. - Collaborate with Enterprise Account Managers to...

Posted On Sep 09, 26
Full-time 6 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Real Estate - Tax Real Estate - Finance Corporate - General Tax - General Real Estate - General
Job Tags:
finance real estate finance
Practice Area:
Corporate - Asset/Investment Management Real Estate - Tax Real Estate - Finance Corporate - General Tax - General Real Estate - General
Job Tags:
finance real estate finance

Title: Tax Credit Associate Job Responsibilities: - Engage in tax credit finance and development, with a focus on real estate finance and New Markets Tax Credits. - Collaborate with a diverse team to provide innovative solutions for clients with domestic and international operations. -...

Posted On Jul 03, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements contracts derivatives due diligence equity ETFs Insurance Investment Company Act investment management ISDA Litigation Mutual Funds pension Profit Sharing Software special projects wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements contracts derivatives due diligence equity ETFs Insurance Investment Company Act investment management ISDA Litigation Mutual Funds pension Profit Sharing Software special projects wealth management

Department, particularly concerning the Investment Company Act. This role... requires the individual to: - Draft and file SEC regulatory filings, including registration statements on Forms N-1A and N-2, and provide legal input on other forms such as Form N-CSR and Form...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
equity registered investment companies
Job Tags:
equity registered investment companies

Title Tax Manager, Registered Investment Companies (RICs) Job Responsibilities... and compliance for Registered Investment Companies (RICs). - Guide... Work In Progress (WIP) management. - Review tax returns... and manage tax workflow across multiple engagements. - Conduct tax research and analyze...

Posted On Sep 10, 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 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 Jul 27, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Employment Law - Wage and Hour - General Employment Law - General
Job Tags:
appeals employee benefits Employee Benefits Law Employee Retirement Income Security Act Employment Law equity ERISA Government Insurance Labor Relations Partnership Restrictive Covenants Securities stage Taxation wage and hour
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Employment Law - Wage and Hour - General Employment Law - General
Job Tags:
appeals employee benefits Employee Benefits Law Employee Retirement Income Security Act Employment Law equity ERISA Government Insurance Labor Relations Partnership Restrictive Covenants Securities stage Taxation wage and hour

Title: Employee Benefits / Employment Law Attorney Job Responsibilities: The attorney will be part of the company's Corporate Team within the department and will report to the Vice President – Corporate Counsel. The primary responsibilities include: - Providing legal advice on...

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 18, 26
Full-time 3 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 3 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 (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage with multi-state...

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 Sep 14, 26
Full-time 31 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

Overview . Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations...

Posted On Jul 08, 26
Full-time 2 views Experience : 10-12 yrs required
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary policies, procedures, administration standards, and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance. - Drive...

Posted On Aug 14, 26
Full-time 3 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

Responsibilities: - Driving strategic change management initiatives: Lead the strategic... and execution of change management initiatives, ensuring seamless integration... and adoption of new and existing processes and technologies across the organization. - Leading technology deployments: Oversee the deployment and optimization of both...

Posted On Sep 09, 26
Full-time 2 views Experience : 5-9 yrs required
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water

planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to help them meet their long-term financial goals. This role involves collaboration with other planning professionals and Relationship Managers, such as Private Bankers, Investment Counsellors, and I...

Posted On Sep 21, 26
Full-time 2 views
Job Tags:
Computer Science finance marketing Software stage Water
Job Tags:
Computer Science finance marketing Software stage Water

Title: Tax Manager, Digital Tax Solutions Job Responsibilities: The Tax Manager in Digital Tax Solutions is a key member of the Digital Tax Solutions team, responsible for leveraging industry knowledge, educational background, and experience to collaborate with clients and team members...

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