Mutual Funds Jobs in Lynnfield

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United States
Posted On Sep 10, 26
Full-time 6 views Experience : 8-8 yrs required

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

Posted On Aug 30, 26
Full-time Experience : Min 5 yrs required

Title: Tax Manager – Mutual Funds Job Responsibilities: As a Tax... Manager, you will utilize your experience in accounting and taxation to deliver tax compliance and consulting services to Investment Management clients. Your key responsibilities include: - Managing day-to-day accounts by providing tax...

Full-time 50 views Experience : 3-5 yrs required

Job Title: Investment Funds, Registered Funds/BDC Associate Job Responsibilities: -... Work within the Registered Funds practice of the Investment... Funds Group. - Form, structure, and... fund products, including traditional funds such as mutual funds,... ETFs, and listed... closed-end... funds. - Handle “alternative” funds, including... funds,...

Full-time 7 views Experience : Min 4 yrs required

Title: Senior Counsel – Mutual & Private Fund Distribution... companies and private investment funds within the Wealth and... Investment Management division. Key responsibilities include: - Advising on the distribution of mutual funds, ETFs, and other... registered... products, ensuring compliance with the...

Posted On Jul 08, 26
Full-time Experience : 3-5 yrs required

in supporting the Columbia Management investment advisor and Columbia Threadneedle Investments business. Key responsibilities include: - Providing legal and regulatory support for Columbia Threadneedle Investments' mutual fund and ETF businesses. -... Drafting and reviewing registration statements, proxy statements, and other regulatory...

Full-time Experience : Min 10 yrs required

compliance with applicable laws and regulations. - Draft, review, and negotiate a variety of investment management agreements, including advisory and sub-advisory agreements, distribution agreements, and other related documentation. - Advise on legal and regulatory issues concerning mutual funds, ETFs, and other... i...

Full-time 1 views Experience : 6-8 yrs required

Title: Counsel - Investment Management Job Responsibilities: - Provide legal counsel for significant and strategic regulatory initiatives and ongoing operations, including complex regulatory-related processes, policies, and procedures. - Review, monitor, and resolve legal and regulatory issues related to assigned matters and other special...

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

Title: Financial Services - Tax - Wealth and Asset Management - Senior Job Responsibilities: As a Senior in the Wealth & Asset Management practice, the candidate will be responsible for tax compliance and advisory work for clients, working closely with Managers through...

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, you will be responsible for managing and implementing tax compliance strategies for our clients. Your...

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

Manager, Alternative Investments Job Title: Manager/Senior Manager, Alternative Investments Job Responsibilities: - Manage a portfolio of clients of various sizes and scopes and act as the point of contact for internal and external clients. - Direct teams of tax professionals/assistants working on client projects. - Understand...

Full-time Experience : Min 15 yrs required

Title: Senior Associate General Counsel Job Responsibilities: The Senior Associate General Counsel will support multiple business lines within the company, focusing primarily on retirement plans. The key job responsibilities include acting as the primary legal counsel in the subject matter of asset...

Posted On Jul 27, 26
Full-time 93 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, as well as their trustees and directors. This role involves collaborating with clients,...

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