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Investment Management Jobs in Shaker Heights

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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). This... role encompasses the full agreement lifecycle, ensuring consistency, quality control, and transparency. Key responsibilities include: -...

Posted On Sep 11, 26
Full-time 24 views Experience : Min 8 yrs required
Job Tags:
FINRA investment management regulatory compliance
Job Tags:
FINRA investment management regulatory compliance

Chief Compliance Officer - Investment Management Chief Compliance... Officer Opening in Calfee's Cleveland, Columbus, or Cincinnati Office Opportunity Compliance Officer in the Investment Management group in our... the Chair of our Investment Management practice group. ......

Posted On Sep 01, 26
Full-time 4 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: Tax Strategy... handle billing and WIP management. - Review tax returns and... manage tax workflow across multiple engagements. - Conduct tax research and analyze a variety of RIC-related tax issues. Client Experience - Oversee overall client experiences,...

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 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 Sep 22, 26
Full-time 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, fund to funds, private equity, and real estate with state and local tax issues, including compliance, advising, planning, and controversies. - Engage with...

Posted On Jul 26, 26
Full-time 15 views Experience : 3-5 yrs required
Practice Area:
Intellectual Property - Patent Intellectual Property - General Corporate - Technology Transactions Corporate - General
Job Tags:
advertising agreements Insurance Intellectual Property IP licensing Mergers and Acquisitions Patent patent litigation patent prosecution Software technology transactions Trademark
Practice Area:
Intellectual Property - Patent Intellectual Property - General Corporate - Technology Transactions Corporate - General
Job Tags:
advertising agreements Insurance Intellectual Property IP licensing Mergers and Acquisitions Patent patent litigation patent prosecution Software technology transactions Trademark

Property Transactions Associate Job Title: Intellectual Property Transactions Associate Job Responsibilities: The Intellectual Property Transactions Associate will be responsible for a range of duties involving technology transactions and intellectual property matters. Key responsibilities include: - Structuring, drafting, and negotiating technology agreements. - Managing intellectual...

Posted On Sep 11, 26
Full-time 50 views Experience : Min 8 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
FINRA investment management regulatory compliance
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
FINRA investment management regulatory compliance

businesses for over a century. The firm has been consistently recognized as one of the top law firms in Ohio and the country by various publications and organizations. **Members Only,**'s Investment Management group is a... highly regarded practice that advises c...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide substantial expertise in Individual Retirement Accounts (IRAs), acting as a primary resource on this subject matter. - Advise operations and sales personnel on laws including...

Posted On Sep 10, 26
Full-time 8 views Experience : 8-8 yrs required
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation

Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients and acting as a primary contact for both internal and external clients. - Manage relationships at a senior level with large clients,...

Posted On Aug 02, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
agreements asset management Computer Science contracts Cybersecurity Data Protection EEOC equity evidence Fair Labor Standards Act family FLSA FMLA Hardware information technology Media mergers Occupational Safety and Health Administration OSHA Partnership Privacy Software telecom warranty
Job Tags:
agreements asset management Computer Science contracts Cybersecurity Data Protection EEOC equity evidence Fair Labor Standards Act family FLSA FMLA Hardware information technology Media mergers Occupational Safety and Health Administration OSHA Partnership Privacy Software telecom warranty

Title: Director of IT Infrastructure & End User Services Job Responsibilities: Infrastructure Strategy & Leadership: - Develop and execute a multi-year infrastructure and end-user services roadmap aligned with organizational priorities, growth, and risk posture. - Serve as the accountable leader for enterprise infrastructure and...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

(Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity... structures. - Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family tax strategy. - Develop and implement advanced tax planning st...

Posted On Sep 11, 26
Full-time 8 views Experience : 3-6 yrs required
Practice Area:
Finance - Banking Finance - General
Job Tags:
agreements arrangers Article 9 credit facilities debt finance endorsements Insurance intercreditor agreements Leveraged Acquisitions organizational documents Personal Property private equity project finance restructuring Secured lending security agreements stage UCC
Practice Area:
Finance - Banking Finance - General
Job Tags:
agreements arrangers Article 9 credit facilities debt finance endorsements Insurance intercreditor agreements Leveraged Acquisitions organizational documents Personal Property private equity project finance restructuring Secured lending security agreements stage UCC

Title: Associate - Debt Finance Job Responsibilities: The Associate in Debt Finance will be responsible for representing arrangers, agents, lenders, and borrowers in connection with syndicated or bilateral credit facilities. The role involves handling various credit facilities, such as secured term loans,...

Posted On Sep 24, 26
Full-time 15 views Experience : Min 3 yrs required
Job Tags:
finance Immigration Personal Property restructuring Taxation
Job Tags:
finance Immigration Personal Property restructuring Taxation

Title: Senior, Indirect Tax - Property Tax Job Responsibilities: As a Property Tax Senior Consultant within the Indirect Tax group, the candidate will be a valuable member on tax engagements and provide state and local property tax planning, consulting, and...

Posted On Sep 24, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Litigation - Labor & Employment
Job Tags:
developers employment litigation Equal Pay Act equity Insurance Labor and Employment licensing Litigation Machine Learning Profit Sharing Software
Practice Area:
Litigation - Labor & Employment
Job Tags:
developers employment litigation Equal Pay Act equity Insurance Labor and Employment licensing Litigation Machine Learning Profit Sharing Software

Title: Practice Innovation Counsel Job Responsibilities: - Collaborate with attorneys, practice groups, and other departments to identify, evaluate, and implement generative AI solutions aimed at improving legal workflows and client service. - Identify and evaluate external AI and legal tech solutions, leading the...

Posted On Jul 08, 26
Full-time 1 views Experience : 7-10 yrs required
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management

of contact for wealth management clients, ensuring that their... financial, investment, insurance, tax, and estate... planning needs are met comprehensively. This role involves creating, delivering, executing, and managing complex financial plans tailored to each client's unique circumstances. The Wealth Manager...

Posted On Aug 11, 26
Full-time 21 views Experience : 4-20 yrs required
Practice Area:
Corporate - Compliance Corporate - Asset/Investment Management
Practice Area:
Corporate - Compliance Corporate - Asset/Investment Management

law firm located in Cleveland, OH seeks a seasoned compliance leader or senior-level legal advisor to support its Investment Management division. This strategic... position involves guiding sophisticated financial services clients-primarily registered investment advisers and broker-dealers-through the... evolving landscape of regu...

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