Mutual Funds Jobs in Lisle

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United States
Posted On Sep 07, 26
Full-time

Title: Summer Legal Intern Job Responsibilities: - Support legal research and analysis across various domains including corporate, insurance, reinsurance, employment, and compliance matters. - Assist with drafting, reviewing, and updating a variety of legal and business documents such as non-disclosure agreements, vendor agreements,...

Full-time Experience : 2-4 yrs required

Management Group – Registered Funds Mid-Level Associate Job Responsibilities: The mid-level... Group, focusing on advising funds, fund sponsors, underwriters, and... aspects of registered investment companies. Responsibilities include: - Structuring, offering, operation, ongoing financing, and regulation of registered investment companies, including closed-end funds, mutual...

Full-time 3 views Experience : Min 4 yrs required

professionals on investment management, mutual fund, ETF, and CIT... legal and regulatory compliance. - Assist with SEC filings, including the annual update of fund registration statements and prospectus supplement filings. - Prepare board meeting materials for the company funds’ Board of Truste...

Full-time 2 views Experience : Min 4 yrs required

Compliance Team. Key duties include advising business professionals on investment management, mutual funds, ETFs, and CIT... legal and regulatory compliance. The role involves preparing SEC filings, including annual updates of fund registration statements and prospectus supplement filings, and preparing board...

Posted On Aug 17, 26
Full-time 28 views Experience : Min 12 yrs required

clients, focusing on the taxation of financial products and investment vehicles. Your responsibilities will include providing both tax consulting and tax compliance services to entities such as proprietary and high-frequency trading firms, brokers and dealers, hedge funds, mutual funds, priva...

Posted On Aug 18, 26
Full-time 5 views Experience : 8-10 yrs required

Title Client PM Portfolio Manager, Senior Job Responsibilities The Senior Portfolio Manager plays a crucial role in developing and retaining high-net-worth client relationships by delivering an exceptional and cohesive client experience. The responsibilities include: - Managing investment activities for fee...

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

Title: Manager, Tax Technology - Data Automation Job Responsibilities: - Develop and implement cutting-edge solutions with the Data Automation Solutions Team, focusing on training and onboarding strategic clients. - Manage project timelines effectively, ensuring all milestones and deliverables are met while adhering to...

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

Title: Senior Manager, Business Tax Services - Asset Management Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, serving as the primary point of contact for both internal and external clients. - Manage relationships at a senior...

Posted On Jul 13, 26
Full-time 1 views Experience : 1-5 yrs required

Title: Senior SMA Compliance Examiner Investment Management Job Responsibilities: - Assist in implementing the compliance program for the broker-dealer wrap, or "SMA," advisory business for affiliated investment advisers. - Focus on portfolio monitoring, testing, and compliance with company policies and federal...

Posted On Aug 20, 26
Full-time 1 views Experience : 2-4 yrs required

Title: Financial Services - Tax - Wealth and Asset Management - Senior Job Responsibilities: As a Senior in Tax Compliance within the Wealth & Asset Management practice, the candidate will be responsible for managing and implementing tax compliance strategies. This includes providing...

Posted On Aug 20, 26
Full-time Experience : 4-6 yrs required

Title: Financial Services - Tax - Wealth and Asset Management - Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax practice, the individual will play a pivotal role in managing and implementing tax compliance strategies for...

Posted On Jul 27, 26
Full-time 86 views Experience : 2-10 yrs required

is seeking a Registered Funds Associate Attorney with 3-6... registered investment companies, including mutual funds, ETFs, closed-end funds,... interval... funds, tender offer funds, and... business development companies. They will also advise investment advisers on business and regulatory matters, collaborating closely...

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