Investment Management Jobs in Monona

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Full-time 10 views Experience : 3-5 yrs required

Funds Associate Job Responsibilities: - Advise investment funds at all stages... counsel to investors in investment funds, ensuring compliance with... relevant regulations and strategies for maximizing returns. - Work closely with attorneys in the Financial Services & Capital Markets business unit, contributing to...

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Full-time 1 views Experience : 3-5 yrs required

be responsible for advising investment funds at all stages... of their lifecycle, as well as advising investors in such funds. The role involves working primarily with attorneys in the Financial Services & Capital Markets department. Specific responsibilities include: - Providing legal...

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Full-time 2 views Experience : 4-8 yrs required

Title: Corporate/M&A Attorney Job Responsibilities: - Join the Transactions Practice Group as an Associate or Senior Counsel, depending on experience level. - Handle M&A and securities matters for publicly and privately held middle market and upper middle market companies, as well as private...

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Full-time 7 views Experience : 3-5 yrs required

the company's internal SEC-registered investment adviser. - Work with a... attorneys, law specialists, and compliance staff on complex legal matters, under the supervision of a managing attorney. - Collaborate with the investment management team, other business... clients, and attorneys within the legal...

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Posted On Sep 15, 26
Full-time 5 views

Title: Tax Managing Director, Core Tax Services Job Responsibilities: The Tax Managing Director is tasked with applying industry-specific knowledge to advise clients on the tax implications of their business objectives. They evaluate and select alternative actions to minimize tax burdens and compliance...

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Full-time 2 views Experience : Min 10 yrs required

for advising banks and non-bank financial institutions on federal and state banking laws and regulations. Responsibilities include: - Counseling clients on regulatory compliance, consumer compliance, capital planning, governance, examinations, enforcement matters, vendor management, payment systems, and risk... management. - Assisting clients...

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Posted On Sep 07, 26
Full-time 2 views Experience : Min 5 yrs required

opportunities and managing federal tax risk associated with mergers and acquisitions, including post-acquisition actions. Oversee comprehensive tax due diligence by directing the analysis of tax returns, financial statements, and management interviews to identify potential... liabilities and planning opportunities. Deliver executive-level...

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Posted On Sep 06, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Senior Specialist, Business Development & Marketing Job Responsibilities: - Support the business development and marketing initiatives for specific practice groups, including Finance, Real Estate, Environmental, Insurance, and Government Solutions, as well as the lobbying team. - Develop and maintain customized pitches, proposals,...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 6 yrs required

Title: Tax Manager/Director - Banking and Specialty Finance Job Responsibilities: - Consult with clients on business processes such as succession and tax planning, providing strategic insight and guidance to optimize their financial and operational frameworks. - Lead, schedule, supervise, and review...

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