Investment Management Jobs in Windermere

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United States
Full-time 4 views Experience : 4-7 yrs required

Title: Associate - Tax Credit Job Responsibilities: The Associate - Tax Credit will be an integral part of the law firm's Energy Credit practice, which falls under the firm's nationally recognized Community Development team. The primary responsibilities include advising developers, investors, lenders,...

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

Dealers. - Support client relationship management under the direction of... the Partners, with potential for independent client coverage. - Act as the quality control layer between Analysts, Partners, and clients. - Supervise deal flow and ensure quality control. Education and Experience Information: - Requires 3-4...

Posted On Sep 13, 26
Full-time 3 views Experience : Min 10 yrs required

Job Title: Knowledge Management Team Director Job Responsibilities: - Lead... a team of Knowledge Management Attorneys (KMAs) to support... the needs of the law firm's practice and industry groups. - Report to the Senior Director of Practice Enablement and collaborate with National Practice...

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

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

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 14, 26
Full-time 1 views Experience : 7-7 yrs required

content on various wealth management topics. - Serve as... for the . Wealth Management (USWM) field, providing guidance... on both simple and sophisticated tax and trust & estate planning strategies, as well as concentrated position management, corporate executive services, an......

Posted On Sep 18, 26
Full-time 2 views Experience : 5-8 yrs required

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 2 views Experience : Min 5 yrs required

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 2 views Experience : Min 2 yrs required

Senior Associate, SALT Asset Management (remote option) Job Responsibilities: -... Participate in multi-state alternative investment firms, such as hedge... funds, funds of funds, private equity, and real estate, addressing state and local tax issues, including compliance, advising, planning, and controversies. -...

Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required

Title: Paralegal Job Responsibilities: The Paralegal role is designed to assist and relieve attorneys of administrative and clerical work, ensuring efficient operations and high levels of client satisfaction. The key responsibilities of this role include: Client Interaction: - Assign and answer client-submitted questions. - Perform...

Posted On Sep 21, 26
Full-time 4 views Experience : 5-10 yrs required

trusts, special needs trusts, investment management, custodial, and guardianship... accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and interpret financial and estate planning strategies, legal, and fiduciary documents to deliver fiduciary advice to...

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

Title . Private Bank - Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

Posted On Sep 28, 26
Full-time 2 views Experience : Min 2 yrs required

to the tax practice through the development, change management, deployment, and support of... processes and technologies. The candidate is expected to have a solid understanding of technology, process, and data, supported by experience as a tax professional. Key duties i...

Posted On Sep 13, 26
Full-time 4 views Experience : Min 7 yrs required

Title: Strategic Pricing Manager Job Responsibilities: Pricing Strategy & Financial Modeling - Apply market insight, historical data, and financial analysis to support pricing decisions that balance competitiveness and profitability. - Partner with the Director of Pricing & LPM to evaluate margin performance and identify...

Full-time 4 views Experience : Min 10 yrs required

Title: Senior Counsel - Health & Life Sciences Legal Job Responsibilities: - Serve as the lead counsel on medical device legal regulatory issues impacting customers' use of company products in the US, Canada, and Latin America, with a focus on software as...

Posted On Jul 26, 26
Full-time 2 views

multiple family law staff attorneys. Key duties include maintaining attorneys' calendars, communicating with both new and established clients, composing correspondence, completing intake applications, and performing data entry in case management software. Additional tasks involve... faxing, filing, copying, scanning, and o...

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

Title: Paralegal, Family Law Job Responsibilities: The family law paralegal will work under the supervision of a licensed family law attorney at a reputed firm, providing essential support for the firm's practice. The primary responsibilities include preparing documents, auditing discovery, and organizing...

Full-time 2 views Experience : 3-5 yrs required

Title: Staff Attorney, Family Law Job Responsibilities: - Participate in client intake, outreach, and representation. - Interact with clients both virtually and in person, providing legal advice and counseling. - Draft correspondence, pleadings, and other written documents on behalf of clients. - Represent clients in...

Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required

primarily responsible for the management and execution of the... law firm's Summer Associate recruiting strategy and the overall Summer Associate Program across all offices. This role is crucial in developing and implementing long-term recruiting initiatives aimed at attracting, engaging, and...

Posted On Sep 07, 26
Full-time 1 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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