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DIRECTOR, TRUST & INVESTMENT MANAGEMENT COMPLIANCE

Research, analyze, interpret, and effectively apply trust-related laws and regulations, keeping up to date on emerging issues and topics. Verify compliance with related fiduciary requirements through reviews and tests of operation...

CompanyFirst Western Trust
AddressDenver, CO
CategorySales/marketing
Job typeFull-time, Part-time
Date Posted 2 days ago See detail

Director, Trust & Investment Management Compliance

First Western Trust

Denver, CO

Research, analyze, interpret, and effectively apply trust-related laws and regulations, keeping up to date on emerging issues and topics. Verify compliance with related fiduciary requirements through reviews and tests of operation...

Investment Management Specialist

Bank Of America

Leawood, KS

Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and...

2025 Summer Associate - Investment Management I...

A Global Law Firm

San Francisco, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Philadelphia, PA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Washington, DC

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Costa Mesa, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

New York, NY

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Boston, MA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Los Angeles, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Chicago, IL

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

Client Reporting Program Manager - Arlington, United States - Fisher Investments New

Fisher Investments

United States

Identify and execute Client Reporting strategies to create Client Reports on a quarterly and ad hoc basis. Proactively assist with our Portfolio Management technology platform migration. Work within the SS&C Global Wealth Platform...

Product Manager - Alternative Investments, Portfolio Analytics New

Bloomberg

New York, NY

Collaborate with other Product Managers to develop and execute plans to improve our total portfolio offering, focusing on private markets. Build a close working relationship with the business, Research and Sales divisions and inco...

Investment Management Finance - New Product Associate

Morgan Stanley

New York, NY

$121K - $153K a year

)> Monthly & Quarterly Public & Alternative Investments seed forecast production work (Essbase Lock and Send, prepping working files, meeting files and slides)> Provide surge support for other areas of IM Finance> Respond to adhoc...

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Deloitte Us

Indianapolis, IN

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week. 3+ years' experience providing tax planning services or preparing and reviewing clie...

Investment Management Analyst/Associate Position

Woodside Health

Independence, OH

$73.4K - $93K a year

Create and maintain financial models to monitor monthly cash flows, distributions, debt covenants, performance thresholds, and returns. Work closely with management to develop asset and portfolio level annual business plans, monit...

Associate General Counsel – Registered Funds, Equitable Investment Management

Equitable

New York, NY

$225,000 - $260,000 a year

Providing substantive advice and guidance on legal and regulatory matters relating to the firms registered mutual funds; assisting with fund board and committee meetings, including drafting and presenting proposals and reports to...

Environmental Investments and Transactions Deal Manager

Apple

Cupertino, CA

Genuine curiosity in applied problem solving. Well-developed commercial sense....

Investment Manager - Now Hiring

Indigo Real Estate

Seattle, WA

Minimum of five years experience as an investment or regional manager with multi-site responsibilities.. Strong leadership and team building abilities.. Self-motivated and self-directed individual.. Exceptional communication skil...

Investment Manager- Mandarin (Real Estate, AI)

Dollar Fund Company

Remote

$120,000 - $250,000 a year

Industry Analysis: Regularly track and analyze development trends in target industries. Conduct detailed industry research and compile comprehensive reports. Pre-Investment Engagement: Actively participate in all aspects of pre-in...

Tax Senior - Investment Management - Private Equity Tax (West Region Office Locations)

Deloitte Us

Sacramento, CA

Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings. Coordinating and communicating with client contacts as required to gather information to complete their tax returns.. Trainin...

Investment Manager

Indigo Real Estate

Seattle, WA

Minimum of five years experience as an investment or regional manager with multi-site responsibilities.. Strong leadership and team building abilities.. Self-motivated and self-directed individual.. Exceptional communication skil...

SRI Specialist - Investment Management in Chicago - 200k - Full Relo

Living Talent Company

Tampa, FL

Hybrid, 3 days in office in Chicago Loop. Full relocationavailable. Base + Bonus200k+. Robustbenefits package. Manage and create quarterly clientESG reports, addressing ad hoc inquiries.. Coordinate annual PRI reporting and...

Investment Management Attorney and Chief Compliance Officer

U.s. Bank

Milwaukee, WI

Maintaining the Trust's compliance program, including review and administration of compliance policies and procedures and the creation of new policies and procedures in response to newly issued regulatory guidance;. Compliance ove...

Investment Management Attorney and Chief Compliance Officer

U.s. Bank National Association

Milwaukee, WI

Maintaining the Trust's compliance program, including review and administration of compliance policies and procedures and the creation of new policies and procedures in response to newly issued regulatory guidance;. Compliance ove...

Investment Management Attorney / Senior Lead Counsel I, SVP

Citigroup, Inc.

Tampa, FL

Provide legal, regulatory and policy advice to senior management, front office personnel, and control functions on matters related to the Investment Management accounts, products and services offered through Wealth's U.S. business...

Investment Manager

The Gm Financial Group

Sarasota, FL

$150,000 - $600,000 a year

Bonus opportunities. Commission pay. Signing bonus. Hybrid work. Sarasota, FL 34236: Relocate before starting work (Required)....

Analyst-Investment Management

Amli Residential

Chicago, IL

$87.8K - $111K a year

Assist with the initial screening of investment proposals to determine fit with AMLI's investment objectives - including preparing rental market surveys, rent roll analyses, acquisition models, investment memos, and investment com...

Investment Manager - Treasury

Central Pacific Bank

Honolulu, HI

Manage investment and Bank Owned Life Insurance (BOLI) portfolios for CPF and Bank. Coordinate investment decisions with asset/liability and funds management strategies to optimize financial results. Recommend alternative investme...

Investment Management Attorney and Chief Compliance Officer

U.s. Bank National Association

Chicago, IL

$123,165 - $159,390 a year

Maintaining the Trusts compliance program, including review and administration of compliance policies and procedures and the creation of new policies and procedures in response to newly issued regulatory guidance;. Compliance ove...

Investment Management Paralegal

Wisdomtree

New York, NY

$100,000 - $110,000 a year

Provide support to the Digital Assets/Blockchain Legal team managing the firms digital funds. Manage and coordinate the Advisers and Digital Funds Board reporting process, including assembling and disseminating materials to the...