- Fidelity TalentSource LLC (Chicago, IL)
- …management and private equity sponsorsWorking with internal and external legal counsel regarding investment documentationBecoming a subject matter expert on ... Fundamental research is the foundation of the group s investment process.\u00A0 The RoleBased in Chicago, this is an...where you will be a key member of the investment team. This individual will be responsible for supporting… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …non 40 Act distribution issues.\u00A0 Familiarity with intermediary, registered investment advisers (RIA), and institutional investor issues associated with ... offering advertising and performance issues under FINRA rules, the Investment Advisers Act of 1940 and the Global ...issues The Purpose of Your Role You will provide counsel to the private wealth management and institutional distribution… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …a collection of business groups that provide brokerage services and investment advisory offerings to third-party intermediary clients, including registered ... investment advisers (\u201CRIAs\u201D), banks, and broker-dealers. The RoleYou will...the Legal, Risk, and Compliance departmentsAbility to manage outside counsel to provide quality legal services in a cost… more
- Fidelity TalentSource LLC (Boston, MA)
- …on issuing collateralized loan obligations (\u201CCLOs\u201D), supporting FMR s Ballyrock Investment Advisor and additional exposure to real estate investments and ... maintenance of Fidelity s CLOs.\u00A0 You will work closely with outside counsel reviewing investor, rating agency and trustee comments, and delivering Fidelity s… more
- Fidelity TalentSource LLC (Boston, MA)
- …and other bond offerings. You will work closely with internal and outside counsel in connection with work-outs and working with bondholder groups. In addition to ... work closely with portfolio managers, traders and communicate regularly with investment banks, trustees, and other service providers on various debt transactions.… more
- Creative Financial Staffing (Indianapolis, IN)
- …guaranteeing full adherence to legal and contractual obligations. Provide strategic counsel on capital allocation, investment analysis, and financing ... opportunities, assessing avenues for growth and expansion while optimizing capital structure and liquidity management. Mentor and cultivate a high-performing finance team, fostering a culture of responsibility, cooperation, and professional growth to drive… more
- Fidelity TalentSource LLC (Chicago, IL)
- …will bring strong subject matter expertise in a variety of credit investment products, leverage modelling, third party negotiations and will partner with Fidelity ... management, product development, institutional sales, corporate treasury, legal, accounting, investment operations and oversight functions to build a world-class… more
- Fidelity TalentSource LLC (Durham, NC)
- Job Description:Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting ... (FWC) is composed of over 400 professionals who provide counsel to clients on the management of their domestic...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …for balance sheet reviews on all related cash and investment accounts. Minimum Job QualificationsLicensure or other certifications: Educational Requirements: ... liaison to outside third parties such as financial advisors, bond counsel , and banking representatives as appropriate.Oversees and reviews monthly bank… more
- Creative Financial Staffing (Houston, TX)
- …organization's fiscal health. Your responsibilities will be managing all financials, investment oversight, audit and tax compliance, rental real estate management, ... monthly financial reports and ensure compliance with accounting standards. Investment Portfolio OversightCollaborate with the Investment Committee to… more
- Fidelity TalentSource LLC (Westlake, TX)
- …attorney to join our Wealth and Brokerage legal team as Legal Counsel , Broker-Dealer Regulation. This role focuses on groundbreaking digital financial services ... FINRA member broker-dealers and US Securities and Exchange Commission registered investment advisersExperience in the areas of account opening, trading platforms,… more
- Lennar Homes (Morristown, NJ)
- …and robust decision making on each land deal to maximize Division return on investment with constant focus on returning cash to the company Collaborate in the ... acquisition contract process and monitor contract compliance with internal and outside counsel . Maintain schedule and track milestones to ensure deadlines are met… more
- Amerant Bank (Coral Gables, FL)
- …complex CRE loan term sheets and loan documents in partnership with counsel .Maintains and ensures high quality loan portfolio though the support of underwriting ... Education and/or Certifications Requirements:Bachelor's Degree. MBA or MS in CRE Investment /Finance required. Applicant must be NMLS registered and provide the… more
- Atlantic Group (New York, NY)
- …and charitable institutions, as a Legal & Compliance Analyst. Reporting to the General Counsel and Chief Compliance Officer, you will play a vital role in supporting ... * 1-3 years of experience in the financial services industry (operations, investment management, or similar) * Familiarity with applicable regulations and ongoing… more
- Segal (Los Angeles, CA)
- …activities. * Performing as a subject matter expert providing technical advice and counsel to colleagues and clients on the myriad of topics: strategic planning, ... a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Other* **Title:** *General Counsel Investment Research* **Location:** *New York-New York* **Requisition ... Assist Global General Counsel to Research in providing legal advice to the Global Research Department Specifically, the attorney will focus on providing legal… more
- M&T Bank (Buffalo, NY)
- …analysis and counsel on legal issues for Commercial Real Estate and Investment Banking departments. The General Counsel should be able to anticipate and ... candidate, the position** **_might_** **be remote.** **Overview:** The Senior Associate General Counsel is a member of the Commercial practice group in the Legal… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT ASSOCIATE Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need from custodial ... safekeeping of assets to family trusts, wealth management, and investment options. Headquartered in Reno, Nevada, Dunham Trust Company...Colorado. DTC is looking to hire a full-time Trust Investment Associate to work in our Reno office who… more
- Lockheed Martin (Bethesda, MD)
- …including interaction with Corporate and business unit management, Lockheed Martin's outside counsel , investment bankers, and counsel for the other ... Operations is seeking candidates for one of the Tax Counsel Director positions\. If you're looking for a change...the leadership of the V\.P, Taxes & General Tax Counsel and in coordination with Government Affairs, coordinate and… more
- Equitable (New York, NY)
- Associate General Counsel - Registered Funds, Equitable Investment Management ( 2400008P ) **Primary Location** : UNITED STATES-NY-New York **Organization** : ... our New York, NY office. As an Associate General Counsel within the Equitable Investment Management Legal team, this position's responsibilities include, but are… more
