- Neuberger Berman (New York, NY)
- …position will be providing legal advice and support on Neuberger Berman's US registered fund business, including mutual funds , exchange-traded funds and ... efforts. This position will report to the General Counsel - US Registered Funds . This is an exceptional opportunity for a well-rounded investment management … more
- Deloitte (San Juan, PR)
- Mutual funds -Are you a leader, passionate...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Stamford, CT)
- Mutual funds -Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- JPMorgan Chase (New York, NY)
- …the US Funds Management business. + Oversee the creation and management of mutual funds and exchange-traded funds . + Advise on regulatory developments ... Are you an experienced attorney with a passion for investment management? Join...pivotal role in shaping the future of our US Funds Management business. This is your opportunity to work… more
- Deloitte (New York, NY)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you passionate about financial products and understand...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Deloitte (Louisville, KY)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you a leader and passionate about financial...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- BlackRock (New York, NY)
- …collateral pledging + Familiarity with or demonstrated interest in asset management and advising mutual funds , ETFs, money market funds , private funds ... this role** **Description** **About this role** Are you an experienced attorney searching for an exciting, challenging, multi-faceted opportunity with the world's… more
- T. Rowe Price (Owings Mills, MD)
- …Responsibilities + Provides specialized legal advice based on experience and research of mutual funds and ETFs, the Investment Advisers/Company Act of 1940, and ... Legal Counsel to support T. Rowe Price's growing exchange-traded fund (ETF) business. The position will be a member...experience handling '40 Act issues and experience working with mutual funds and/or ETFs Preferred: + Experience… more
- Deloitte (Dallas, TX)
- …spectrum of financial services sectors including banking, private equity, hedge funds , real estate funds , mutual funds , fund of funds , and ... eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Project Management Professional (PMP) + Certified Financial Advisor (CFA)… more
- Deloitte (New York, NY)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Previous Big 4… more
- Deloitte (Raleigh, NC)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Experience participating in… more
- Deloitte (Dallas, TX)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial...experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working… more
- Deloitte (Cincinnati, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial...experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range… more
- Deloitte (Tulsa, OK)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- T. Rowe Price (Owings Mills, MD)
- …distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will also apply taxation of ... financial products knowledge to fund holdings. We utilize an external tax service provider...of Tax, JD or LLM + CPA or licensed attorney FINRA Requirements FINRA licenses are not required and… more