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Portfolio Company Jobs in Lake Mary

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United States
Posted On Sep 21, 26
Full-time 11 views Experience : 7-10 yrs required
Practice Area:
Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

Title: Senior Vice President, Counsel (Asset Servicing) Job Responsibilities: The Senior Vice President, Counsel for Asset Servicing is responsible for providing comprehensive legal support to the Asset Servicing business. This role involves a variety of key responsibilities, including: - Serving as a trusted...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
artificial intelligence Computer Science criminal Immigration information technology
Job Tags:
artificial intelligence Computer Science criminal Immigration information technology

the company's technology transformation portfolio. Partner closely with Delivery... Product Owners, product leadership, business stakeholders, and technology teams to help translate business needs into delivery-ready features, validate quality through detailed review and testing, and support the successful rollout of product...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
Alternative Dispute Resolution family healthcare litigation hospitals indemnity Insurance Litigation Medical Malpractice medical malpractice defense nurses Partnership physicians professional liability trials
Job Tags:
Alternative Dispute Resolution family healthcare litigation hospitals indemnity Insurance Litigation Medical Malpractice medical malpractice defense nurses Partnership physicians professional liability trials

Title: Complex Claims Consulting Director - Healthcare Severity & Excess Team Job Responsibilities: Claims & Litigation Strategy - Handle and oversee the most complex and severe Allied Healthcare Provider claims. - Evaluate coverage, liability, causation, damages, and settlement opportunities. -...

Posted On Sep 21, 26
Full-time 6 views Experience : 7-10 yrs required
Job Tags:
Affirmative Action AML Bank Secrecy Act banking family finance FinCEN Insurance Money Laundering public sector terrorist financing USA PATRIOT Act
Job Tags:
Affirmative Action AML Bank Secrecy Act banking family finance FinCEN Insurance Money Laundering public sector terrorist financing USA PATRIOT Act

Title: Vice President, SAR Investigations Job Responsibilities: - Conduct proactive investigations to address money laundering and terrorist financing concerns in alignment with the National Priorities issued by the . Department of the Treasury and the Financial Crimes Enforcement Network (FinCEN). - Analyze complex...

Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Computer Science criminal Immigration information technology Software
Job Tags:
Computer Science criminal Immigration information technology Software

Title: Manager, Technical Product Owner - Tax Transformation Job Responsibilities: As a Manager, Technical Product Owner in the Tax Transformation team, you will be responsible for managing vendor teams to build and deliver platform features based on prioritization. Your role involves tracking...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the individual will support transformation in operations and finance within the Tax Transformation Office. The role involves collaboration with tax subject matter specialists,...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Title: Senior Consultant, Tax Strategy - Tax Transformation** **Job Responsibilities:** As a Senior Consultant in Tax Strategy and Transformation, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role involves participating in tax transformation projects that...

Posted On Sep 24, 26
Full-time 1 views Experience : Min 1 yrs required
Job Tags:
Computer Science criminal Immigration Software
Job Tags:
Computer Science criminal Immigration Software

Title: Consultant II, Single Sign On Strategy - Tax Transformation Job Responsibilities: - Manage day-to-day communications between the Single-Sign-On (SSO) team, internal stakeholders, and external clients, ensuring clear, timely, and professional communication throughout the implementation lifecycle. - Track updates and maintain accurate, organized...

Posted On Jul 23, 26
Full-time 2 views Experience : Min 12 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - Private Equity Employment Law - Management (Compliance & Counseling) Employment Law - General Employment Law - Litigation Employer Defense Real Estate - General Real Estate - Leasing Corporate - General
Job Tags:
acquisitions agreements Commercial Contracts contracts corporate governance divestitures due diligence easements Employment Law Insurance Land Use leasing licensing Litigation M&A Partnership private equity Restrictive Covenants title wage and hour zoning
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - Private Equity Employment Law - Management (Compliance & Counseling) Employment Law - General Employment Law - Litigation Employer Defense Real Estate - General Real Estate - Leasing Corporate - General
Job Tags:
acquisitions agreements Commercial Contracts contracts corporate governance divestitures due diligence easements Employment Law Insurance Land Use leasing licensing Litigation M&A Partnership private equity Restrictive Covenants title wage and hour zoning

Title General Counsel Job Responsibilities - Legal Program Development: Develop and implement a comprehensive legal program, including policies, processes, training, and compliance frameworks to support the organization. - Risk Assessment & Enterprise Risk Management: Identify and manage legal and regulatory risks,...

Posted On Sep 22, 26
Full-time 2 views
Job Tags:
Capital Markets family finance international business pension spectrum Transportation
Job Tags:
Capital Markets family finance international business pension spectrum Transportation

Tax Intern at the company, you will be part... of a dynamic team that helps navigate the complexities of state and local taxes. This role involves more than just a technical understanding of current tax practices; you will be expected...

Posted On Sep 29, 26
Full-time 1 views Experience : 1-8 yrs required
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation

relationships while overseeing a portfolio of large clients and... serving as the primary contact for both internal and external clients. - Manage relationships at a senior level with large clients, provide tactical advice, and hold significant responsibility for service delivery, including...

Posted On Sep 10, 26
Full-time 7 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

relationships while overseeing a portfolio of large clients, acting... as the primary contact for both internal and external clients. - Manage senior-level relationships with large clients, providing tactical advice and ensuring high responsibility for service delivery. - Lead teams of tax professionals...

Posted On Sep 21, 26
Full-time 4 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software 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 cl...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
company policies criminal employee benefits ERISA family Insurance
Job Tags:
company policies criminal employee benefits ERISA family Insurance

5500s for a diverse portfolio of employee benefit plans... and direct filing entities. Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code. Deliver on...

Posted On Sep 10, 26
Full-time 2 views Experience : 5-8 yrs required
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships

a multi-disciplinary team helping to provide industry knowledge and experiences. - Oversee a portfolio of clients of varying... size and scope and act as the point of contact for internal and external clients. - Manage teams of tax professionals and assistants w...

Posted On Sep 15, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
company policies Corporate Taxation Corporation criminal family Insurance partnerships
Job Tags:
company policies Corporate Taxation Corporation criminal family Insurance partnerships

accounting for income taxes, including ASC 740. - Work as part of a multi-disciplinary team to provide industry knowledge and experience. - Manage a portfolio of clients of varying... size and scope and act as the first point of cont...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Medicare Partnership personal injury Personal Injury Law subrogation
Job Tags:
Medicare Partnership personal injury Personal Injury Law subrogation

relationship contact for a portfolio of high-volume personal injury... law firms. Develop a deep understanding of each firm's needs and build trusted relationships with attorneys, legal professionals, and firm leadership. - Lead Client Meetings & Communication: Facilitate monthly and quarterly client...

Posted On Sep 27, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Personal Injury Defense
Job Tags:
Medicare Partnership personal injury Personal Injury Law subrogation
Practice Area:
Personal Injury Defense
Job Tags:
Medicare Partnership personal injury Personal Injury Law subrogation

relationship contact for a portfolio of high-volume personal injury... law firms, developing a deep understanding of each firm's needs and building trusted relationships with attorneys, legal professionals, and firm leadership. - Facilitate monthly and quarterly client meetings, discussing service performance and...

Posted On Sep 14, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements International Law M&A portfolio companies portfolio company private equity Securities
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements International Law M&A portfolio companies portfolio company private equity Securities

Title: Corporate, M&A and Securities Mid-Level Associate Job Responsibilities: The Corporate, M&A and Securities Mid-Level Associate will be a key member of the dynamic Corporate M&A and Securities Practice at the law firm. The primary responsibilities include: - Engaging in M&A and private...

Posted On Sep 13, 26
Full-time 4 views Experience : Min 7 yrs required
Job Tags:
criminal family Insurance Investment Banking Litigation M&A marketing Partnership Privacy private equity Profit Sharing social security special projects
Job Tags:
criminal family Insurance Investment Banking Litigation M&A marketing Partnership Privacy private equity Profit Sharing social security special projects

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...

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