Investment Management Jobs in Tarzana

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United States
Posted On Sep 18, 26
Full-time 30 views Experience : Min 4 yrs required

with providing comprehensive tax compliance and advisory services specifically for investment partnerships and related management... entities. The role involves... working within a multi-disciplinary team to leverage financial service knowledge and experience, while also focusing on building and managing client relationships....

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Posted On Sep 15, 26
Full-time 3 views Experience : Min 2 yrs required

Partners in the engagement management of clients, conducting financial... client leaders and alongside private equity firms, strategic clients, and investment banks to perform buy-side... and sell-side due diligence as well as other M&A tax activities. - Conduct analytical reviews of dat...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability Job Responsibilities: - Investigate, negotiate, and settle complex primary and excess policy professional liability claims for lawyers, accountants, and financial advisors insureds. - Analyze coverage under primary and excess professional...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior Tax Accountant (Preparer) plays a crucial role in the Tax department, focusing on the preparation of various tax returns and assisting clients with diverse tax-related matters. The responsibilities include: - Preparing federal and multi-state...

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Full-time 3 views Experience : 7-10 yrs required

Title: Attorney Job Responsibilities: - Represent clients in court or before government agencies. - Take and defend expert and percipient depositions in connection with litigation matters. - Draft pleadings, motions, discovery, and other litigation documents on behalf of clients. - Lead or participate in trials,...

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Full-time 3 views Experience : 7-10 yrs required

Title: Attorney Associate (Full-Time) Job Responsibilities: - Represent clients in state and federal courts, arbitrations, mediations, and before government agencies. - Take and defend expert and percipient depositions. - Draft pleadings, motions, discovery requests, responses, and other litigation documents. - Manage all phases of litigation,...

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Full-time 4 views Experience : 5-10 yrs required

legal affairs of multiple corporations, LLCs, and holding companies. - Draft, negotiate, and oversee complex commercial agreements. - Structure acquisitions, investments, joint ventures, licensing, and strategic partnerships. - Oversee corporate governance and entity management. - Protect and manage... trademarks, pa...

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Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning,... and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

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Full-time 1 views Experience : Min 2 yrs required

Overview The Intake Manager is tasked with managing the client intake process, beginning from the initial call and continuing through the sign-up stage, ensuring that every potential client receives exemplary service. This role involves analyzing lead performance, enhancing conversion rates, and...

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Posted On Aug 10, 26
Full-time 1 views Experience : 10-10 yrs required

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. The Private Banker manages overall relationship profitability and portfolio risk and i...

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Full-time Experience : 2-5 yrs required

is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Company has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the...

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Full-time 3 views Experience : Min 8 yrs required

Title: Senior Corporate Counsel Job Responsibilities: - Collaborate with the Corporate Legal team on acquisitions, investments, strategic transactions, financings, securities, tax matters, and corporate governance. - Assist with potential acquisitions including performing due diligence reviews, drafting, reviewing, and negotiating acquisition agreements and ancillary...

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

a rapidly growing private investment funds team as a... funds, venture studios, incubators, accelerators, and crypto-related funds. - Provide extensive experience in venture capital (VC) or private equity (PE) private investment fund formation and counseling. -... Navigate relevant corporate and securities regulat...

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Full-time 2 views Experience : 7-8 yrs required

Title: Legal Counsel Job Responsibilities: - Serve as a legal advisor to product and engineering teams, providing guidance on new features, product launches, and platform changes. - Conduct regulatory impact assessments for new product initiatives, focusing on responsible AI use in healthcare technology. -...

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Posted On Sep 18, 26
Full-time 3 views Experience : Min 2 yrs required

fund formation, investor onboarding, and fund management. Key responsibilities include: - Assisting... attorneys with the formation and structuring of private investment funds, such as limited... partnerships and limited liability companies. - Drafting, reviewing, and organizing fund formation documents, amendments, cancellations, and forei...

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Posted On Sep 14, 26
Full-time 1 views Experience : 10-15 yrs required

Title: Director, Strategic Vendor Management Job Responsibilities: 1. Strategic Vendor Ownership ... maintain long-term vendor strategies and roadmaps. - Evaluate opportunities for vendor consolidation, optimization, and service enhancement. - Partner with law firm leadership on vendor-related strategic initiatives. 2. Vendor Performance Management - Est...

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Full-time 3 views Experience : Min 5 yrs required

Title: Capital Markets Resource Attorney Job Responsibilities: The Capital Markets Resource Attorney is entrusted with several crucial responsibilities aimed at enhancing the efficiency and success of the Capital Markets practice group within the law firm. Key responsibilities include: - Keeping abreast of all...

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Posted On Sep 14, 26
Full-time 1 views Experience : 5-10 yrs required

Platform function within the Innovation department. - Build a high-performing, accountable team with clear expectations and consistent feedback. - Provide direct leadership to the team and decide on management layer introduction as the... function matures. - Manage contract resources, including Enterprise Solution Architects...

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