Investment Management Jobs in North Miami Beach

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United States
Posted On Sep 21, 26
Full-time 7 views Experience : Min 7 yrs required

Client Engagement & Relationship Management: - Serve as the... primary point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build...

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Posted On Sep 15, 26
Full-time 2 views Experience : 2-5 yrs required

Title: Real Estate Paralegal Job Responsibilities: - Provide essential support to the CEO and Corporate Counsel, focusing on real estate transactions and litigation. - Organize and electronically file all legal documents and pleadings efficiently. - Conduct comprehensive title searches, updates, recordings, and filings. - Perform...

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Full-time 3 views Experience : Min 10 yrs required

counsel, negotiate rates and fee arrangements, and implement legal spend tracking. Identify and insource work from outside firms to reduce costs without increasing risk. Develop document retention, privilege, and records management policies and train the... organization accordingly. Build a busine...

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Posted On Jul 14, 26
Full-time Experience : Min 10 yrs required

Title: Senior Portfolio Manager - Leasing Job Responsibilities: - Lead portfolio strategy across multiple global regions for a complex, international office portfolio. - Influence decisions that shape the company's future workplace footprint and support long-term business performance. - Oversee a diverse portfolio of offices...

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Posted On Sep 08, 26
Full-time 3 views Experience : 5-8 yrs required

Customer Success Manager Job Title eDiscovery Customer Success Manager Job Responsibilities The Managed Services Customer Success Manager (CSM) is a strategic, client-facing role with various responsibilities aimed at ensuring the success and satisfaction of Managed Services clients. The primary duties include: - Leading the client-side...

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Full-time 4 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...

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Posted On Jul 15, 26
Full-time 3 views Experience : 7-10 yrs required

compliance and strategic direction. - Serve as a compliance resource and subject matter expert (SME) to business units, internal team members, and management, providing support and analysis... on regulatory compliance requirements, issues, and best practices. - Perform regulatory research in response t...

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Full-time Experience : Min 6 yrs required

/ Senior Associate – Investment Management, Private Funds and... significant responsibilities in representing investment managers and sponsors in... the formation and operation of various private funds, including hedge funds, private equity, venture capital, private credit, and real estate funds. Responsibilities...

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Full-time 5 views Experience : Min 5 yrs required

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,...

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Full-time 13 views Experience : Min 5 yrs required

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...

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

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)...

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Posted On Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required

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...

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Full-time 23 views

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...

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Full-time 7 views Experience : 3-4 yrs required

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...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 2 yrs required

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...

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Posted On Sep 14, 26
Full-time 4 views Experience : 7-18 yrs required

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...

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

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...

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Full-time Experience : 4-20 yrs required

Associate with expertise in investment management, private funds, and... family offices to join their Miami office. The ideal candidate will have significant experience in representing investment managers and sponsors in... the of various private investment managers in forming and......

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