- 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 (Atlanta, GA)
- …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 (Chicago, IL)
- …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 (Louisville, KY)
- …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
- 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
- T. Rowe Price (Baltimore, MD)
- …investment strategy beyond the investments held by our traditional vehicles such as mutual funds . This position will support the launch and ongoing maintenance ... of a typical private equity fund and upper tier structure to expand our distribution...Tax, JD or LLM + CPA, CFA or licensed attorney FINRA Requirements FINRA licenses are not required and… more