intermediary channel. They will work in collaboration with Intermediary distribution team and Product Specialist. Map firm’s asset... (active/passive) model portfolios by implementing tactical allocation signals and fund selection such as taxable, tax-aware...
Ability to communicate confidently and concisely (both oral and written) using specialist business acumen Excellent team management skills... derivatives Direct experience with US tax regulatory framework and tax reporting requirements Experience of the software...
), Tax Credit Specialist (TCS), Blended Occupancy Specialist (BOS), HOME Compliance Specialist (HCS), training...), Tax Credit Specialist (TCS), Blended Occupancy Specialist (BOS), HOME Compliance Specialist (HCS), Housing Credit...
required. Training: Certified Occupancy Specialist (COS), Tax Credit Specialist (TCS), Blended Occupancy Specialist (BOS), HOME... or earliest available date, whichever is later). Certifications: Certified Occupancy Specialist (COS), Tax Credit Specialist (TCS...
is responsible for providing hedge fund clients with monthly NAVs and financials, annual draft financials and annual tax and audit... support. Position Levels We're Looking For: Team Lead Associate Specialist Individual Contributors: Entry, Mid...
is responsible for providing hedge fund clients with monthly NAVs and financials, annual draft financials and annual tax and audit... support. Position Levels We're Looking For: Team Lead Associate Specialist Individual Contributors: Entry, Mid...
is responsible for providing hedge fund clients with monthly NAVs and financials, annual draft financials and annual tax and audit... support. Position Levels We're Looking For: Team Lead Associate Specialist Individual Contributors: Entry, Mid...
Fund. Proficiency in Microsoft Office Suite required. Training: Certified Occupancy Specialist (COS), Tax Credit...: Certified Occupancy Specialist (COS), Tax Credit Specialist (TCS), Blended Occupancy Specialist (BOS), HOME Compliance...