Investment Management Attorney Jobs in Scottsdale

Assistant General Counsel - Securities DUTIES: Consulting with management in all business areas. Reviewing, advising, negotiating and drafting contractual agreements. Providing guidance in the following areas Joint ventures, private equity and ..

Associate General Counsel Duties: Assisting with the corporate governance and securities law requirements of the Company’s managed funds, with an emphasis on its externally-managed public, non-traded REITs. Supporting credit investments, financing ..

Wealth Management Compliance Manager The candidate, under ... related to the Private Wealth Management Department; oversees the daily operations ... regulations. Examines Bank's Private Wealth Management policies, procedures and practices..

Tax Senior Manager - Estate and Gifts Duties: Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. Effectively leverage available technology and other resources to maximize ..

Americas Financial Crimes Exam & Audit Management, Vice President The candidate will play a key role in establishing processes and procedures to ensure uniformity in preparation for, and management of, financial ..

... Officer – Exams & Issues Management Duties: Responsible for providing support ... exams to senior and executive management. Compiles data for analysis, proactive ... processes for issues and exam..

Compliance Investigator Duties: Applying analytic techniques to complex information sets in order to make logical and effectively supported recommendations on cases, including for reporting to Financial Crimes enforcement Network (FinCEN) and/or ..

... which requires significant client relationship management and new business development. Assigned ... complex in nature. Implement the investment policy within portfolios for which ... portfolios for which UMB has..

Vice President, Corporate Counsel, Retail Advice and Solutions The candidate will be providing thought leadership and support as a key member of the distribution legal team. Will address full range of ..

Sales Support Specialist II Duties: To support Commercial Banking teams and/or Business Banking teams and/or Market Sales Leader in the sales, servicing and management of business clients and commercial loan portfolios. ..

Products and Services, Trust Company Duties: Reviewing, understanding, and interpreting language in trusts and other estate planning documents in order to formulate a plan for execution of the overall estate planning ..

Tax Staff - 2021 The candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by providing a full spectrum of tax services including planning, research, and ..

... Information Deloitte Tax Sr. Manager (Attorney), Tax Controversy - National Federal ... National Federal Tax Services, Global Investment & Innovation Incentives (Gi3) in ... Arizona Are you an experienced..

... of experience to join the investment management team in Phoenix, AZ. The ... candidate should have experience in investment management matters, including regulatory compliance, institutional ... and private fund..

Senior Corporate Counsel Duties: Negotiate, draft and review firm contracts including: engagement letters and professional services agreements, master services agreements and statements of work, government contracts, request for proposals, data privacy ..

... candidate will provide quality risk management (QRM) and legal compliance evaluation ... General Counsel (OGC), Audit Risk Management and other stakeholders for reviews, ... and Global OGC, Audit Risk..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Contract Management Implementation Consultant Duties: The candidate will participate in the day-to-day interactions with client’s project team members and Deloitte project leadership members. Work with a team to optimize tax and ..

... and monitor client portfolios; performs investment analysis and financial planning as ... are managed consistent with their investment objectives. Meets with clients and ... to educate them on BOKF’s..