8 Investment Management jobs in Calgary

Our client, one of the major Custodian Banks in Canada, is looking to hire an Account Manager (Middle Office Operations) to help support their corporate office located in the downtown Calgary area.
Please note - this is a hybrid role, with the expectations of the candidate being able to go into the office 3 times a week.
A leading provider of brokerage administration support, this organization is a preferred choice for Introducing Brokers and Portfolio Managers across Canada. It offers trading and custodial services to Portfolio Managers and acts as a Carrying Broker for IIROC-registered Introducing Brokers. Building strong partnerships with clients is central to its success.
The Account Manager plays a key role in delivering exceptional customer service. As part of the Service Delivery Team, the Account Manager provides day-to-day support to a range of independent Portfolio Managers and Introducing Brokers. This team serves as a vital link between clients and various internal support departments.
Job duties include, but are not limited to the following:
+ Demonstrate a strong understanding of internal structures, procedures, and systems used across operational and support teams
+ Process a variety of back-office requests including account changes, fund transfers, deposits, and other client-related transactions
+ Build and maintain strong client relationships by coordinating efforts across multiple internal departments
+ Deliver a high standard of customer service by keeping clients informed of relevant updates, products, and services aligned with their business needs
+ Ensure timely and effective resolution of client issues, and contribute to continuous improvement by recommending enhancements to policies and procedures
+ Act as a liaison between clients and internal operational teams to ensure tasks are completed proactively and efficiently
+ Prepare and maintain accurate client records, reports, and documentation in accordance with internal standards and regulatory requirements
+ Monitor and track service requests, ensuring timely follow-up and closure
+ Assist in onboarding new clients by coordinating documentation, system setup, and training schedules
+ Support internal reporting needs by compiling data and generating periodic performance and service metrics
Disclaimer
The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting
#prioritycanada25
Pay and Benefits
The pay range for this position is $26.00 - $26.00/hr.
Workplace Type
This is a hybrid position in Calgary,AB.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l'entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Découvrez d'autres informations à TEKsystems.com.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Location
Brookfield Place Calgary - 225 6th Ave SW, Suite 1210
Job Description
We Are Brookfield Properties:
The Western Canadian office real estate division has an exciting opportunity to join its Asset Management team. This role provides an opportunity for the successful candidate to gain experience and perform accurate and timely analytical support to Asset Management, Investments, Senior Management and Leasing groups with respect to financial activities which impact the business. Direct involvement in the development of the annual Business Plans, Strategic Initiatives (Acquisitions, Dispositions, Financings, Developments) and regular analysis of operational performance.
Role & Responsibilities:
+ Support regional strategic initiatives such as lease deals, property acquisitions, dispositions, financing, and development initiatives by performing valuations, returns analyses, and due diligence, ensuring alignment with business plans and regional/corporate targets
+ Prepare and maintain accurate cash flow forecasts, DCF modelling and property valuations, to evaluate strategic initiatives, on-going asset performance, and reporting
+ Co-ordinate leasing assumptions, financing assumptions, operating costs, and capital expenditures for existing portfolio as part of the annual business planning process and IFRS valuations. Regularly update and analyze (monthly, quarterly) and provide reporting on asset performance (e.g., variance analysis on asset returns, retail sales performance etc.
+ Contribute to accurate, timely, monthly capital forecasting process in close collaboration and coordination with construction management, property management and property accounting
+ Prepare timely evaluation of prospective tenant's financial covenant and NER calculation. Develop and implement tenant risk profiles for asset and portfolio analysis
+ Assist with a variety of miscellaneous projects requiring financial decisions (e.g., redevelopment and re-leasing analysis, business evaluation, strategic initiatives)
+ Responsible for data collection and market research (e.g., leasing and investment analysis statistics)
+ Assist with the development of co-ownership and corporate reporting packages
+ Ad hoc analyses for management
Your Qualifications:
SERVICE / PERSONAL SKILLS:
+ Excellent interpersonal, communication skills (oral & written) and presentation skills.
+ Results driven, detail orientated and critical thinking.
+ Ability to confidently present work and recommendations.
+ Exhibits strong personal initiative with the ability to work under minimal supervision and independently.
+ Demonstrated flexibility and strong organizational skills.
+ A solid team player, able to effectively balance changing priorities and a varied workload involving numerous projects and overlapping time constraints.
+ Professional with a positive attitude.
EXPERIENCE & TECHINCAL SKILLS:
+ Entry level to 1 year of work experience.
+ A candidate interested in financial analysis, business planning and budgeting in a commercial real estate environment.
+ Exposure to real estate financial modelling, valuations, acquisitions, dispositions, leasing and financing an asset.
+ Strong Microsoft Excel skills.
+ Experience with Argus Enterprise an asset but not required.
+ MS Office
EDUCATION/DESIGNATIONS/LICENSES:
+ University degree in real estate, business, accounting or economics
+ Post graduate degree or designation such as an MBA, CA, CMA or CFA would be an asset
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
#BPCA
At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 1100 properties and 390 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities - but exceed them, every day.

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$135,000 - $175,000 CAD
This role is eligible for a discretionary variable compensation award that considers business and individual performance.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
TD Asset Management (TDAM) is a leading investment manager, widely recognized for its expertise, innovative strategies, and commitment to delivering client value. As TDAM continues to expand its internal real estate asset management platform, we are seeking an accomplished and visionary leader to join our team as Vice President, Real Estate Asset Management. This position presents a unique opportunity to shape the future of our asset management activities.
**Position Overview**
The Vice President, Real Estate Asset Management will oversee the performance, strategy, and growth of TDAM's real estate investment portfolio. This candidate must demonstrate a sophisticated understanding of large-scale property asset management, strong market insight, and effective collaboration with internal and external stakeholders and TDAM clients.
**Key Responsibilities**
+ Develop and implement innovative asset management strategies for a multi-billion dollar real estate portfolio, including office, retail, industrial, and multifamily properties.
+ Lead and mentor a team of asset management professionals, fostering a culture of performance, teamwork, and continuous improvement.
+ Maximize property and portfolio value through operational oversight, financial analysis, leasing strategies, and capital improvements.
+ Establish performance metrics and reporting frameworks that enable proactive portfolio management and transparency to senior leadership and clients.
+ Identify emerging market trends, investment opportunities, and risks, providing thought leadership and strategic guidance.
+ Oversee property-level budgeting, forecasting, and variance analysis, ensuring alignment with portfolio objectives.
+ Collaborate with acquisitions, dispositions, and development teams to drive value-creation initiatives and execute investment strategies.
+ Maintain strong relationships with external partners, including property managers, brokers, vendors, and tenants.
+ Ensure compliance with all regulatory requirements, TDAM policies, and industry best practices.
+ Represent TDAM at industry events, conferences, and client meetings.
**Qualifications**
To thrive in this leadership role, candidates should possess the following:
+ Bachelor's degree in real estate, finance, business administration, or a related field; an MBA or other advanced degree is strongly preferred.
+ Minimum of 10 years' progressive experience in real estate asset management, with proven leadership in large-scale portfolios.
+ Demonstrated track record of delivering strong investment performance and optimizing property operations.
+ Deep knowledge of Canadian and global real estate markets, including regulatory frameworks, leasing, property management, and capital markets.
+ Profound understanding of the real estate valuation process, including advanced proficiency with Argus software and related modeling tools.
+ Exceptional analytical, quantitative, and strategic thinking skills.
+ Outstanding interpersonal, negotiation, and communication abilities, with experience working with senior-level stakeholders.
+ Ability to lead, motivate, and develop high-performing teams in a dynamic environment.
+ Extensive, well-established professional relationships within the Canadian commercial real estate industry, with a proven ability to leverage networks for strategic advantage and deal execution.
+ Expertise in financial modeling, asset valuation, and reporting.
+ Professional designations (such as CFA, CAIA, AACI) are a plus.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Work Location:**
Calgary, Alberta, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$52,700 - $4,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**There is a pre identified candidate for this role**
Additional Job Description
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering investment solutions to institutional, portfolio managers, investment advisors and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative and passive portfolio management. June 30, 2024, TDAM and its affiliates manage over 427 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.
In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.
TDAM's Advisor Distribution division is responsible for managing client relations and promoting a range of mutual funds, ETFs and SMAs through a sales and service team of over 100 people.
Reporting to the Director, Eastern Canada, Advisor Distribution - the Business Development Associate is responsible for supporting the sales teams.
**Accountabilities:**
+ Provide sales and administrative support to the sales team
+ Work collaboratively with partners to maximize distribution effectiveness and provide a seamless client experience
+ Become a highly specialized resource for TDAM strategies and processes
+ Participate in territory meetings, socials and group events
+ Act as primary contact for salesforce, co-op/marketing, and expense management
+ Analyze investment strategies and provide competitive insights
+ Proactive coordination and booking of meetings to ensure strategic and effective use of wholesalers' time
+ Uphold corporate and industry sales practices
**Skills & Experience Required**
+ University degree
+ Preference given to industry accreditations (CFA, CIM, CSC, FCSI)
+ Interest in both asset management and wealth management industry
+ Effective presentation and communication skills
+ Strong interest in capital markets
+ Excels in a sales environment
**4 days required in the office**
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Introduction**
A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio In this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of new technology.
**Your role and responsibilities**
*
Lead the end-to-end implementation, configuration, and support of IBM Maximo solutions, including integration with other enterprise systems.
*
Collaborate with business stakeholders to gather, document, and analyze requirements, translating them into effective Maximo configurations and enhancements.
*
Design and implement functional workflows, data models, and security structures to meet business and regulatory needs.
*
Have strong familiarity hands-on technical tasks such as application customization (Automation Scripts, Java customization, MBOs, integration services) and complex report development (BIRT/Actuate).
*
Provide guidance and best practices for Maximo upgrades, migrations, and performance tuning.
*
Support data management activities including data cleansing, transformation, and loading.
*
Troubleshoot and resolve complex functional and technical issues in Maximo.
*
Create and maintain technical/functional documentation including solution designs, configuration guides, and training materials.
*
Lead workshops and training sessions for client teams.
*
Mentor junior consultants and contribute to practice knowledge-sharing.
**Required technical and professional expertise**
*
8-10+ years of hands-on experience with IBM Maximo (v7.x and MAS preferred).
*
Proven experience in both functional (business process mapping, requirements gathering, solution design) and technical (customization, scripting, integrations) areas of Maximo.
*
Strong proficiency in:
*
Maximo Application Designer, Database Configuration, Workflow Designer, and Security Groups.
*
SQL for data extraction and troubleshooting. * EAM and MAS Modules.
*
*
Demonstrated experience in Maximo upgrades, performance optimization, and cloud/on-premise deployments.
*
Strong understanding of asset management, work management, inventory, procurement, and service management processes.
*
Experience working with integration platforms (e.g., IBM Integration Bus, Oracle Integration Cloud) and ERP systems (SAP, Oracle).
*
Excellent communication skills with ability to interface with business and technical stakeholders.
*
Ability to work independently and lead project worksteams.
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

**Introduction**
A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio
In this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of new technology.
**Your role and responsibilities**
We are seeking an Intermediate Maximo Functional Developer with 4-6 years of experience to join our team and contribute to the development and customization of our IBM Maximo Asset Management solution. The ideal candidate will have a strong background in Maximo functional development, with a focus on creating business processes, workflows, and integrations tailored to our unique operational needs. This role involves collaborating closely with business stakeholders, subject matter experts, and IT teams to ensure successful implementation and ongoing support of Maximo functionality.
Responsibilities:
* Design, develop, and maintain customizations and extensions for IBM Maximo Asset Management.
* Collaborate with business stakeholders and subject matter experts to understand requirements and translate them into technical solutions.
* Develop and maintain business processes, workflows, and integrations using Maximo's built-in tools and APIs.
* Perform unit testing, debugging, and troubleshooting of Maximo customizations.
* Contribute to the development of Maximo best practices, standards, and documentation.
* Participate in code reviews and pair programming sessions.
* Stay current with the latest Maximo releases, updates, and best practices.
**Required technical and professional expertise**
* 4-6 years of experience in Maximo functional development.
* Strong understanding of Maximo's core modules, including Work Order Management, Preventive Maintenance, Inventory, Purchasing, and Service Requests.
* Proficiency in Maximo's User Exit, Workflow Editor, and Report Administration tools.
* Experience with JavaScript, HTML, and XML for customizing Maximo interfaces.
* Knowledge of SQL and database querying for data manipulation and integration.
* Familiarity with version control systems, preferably Git.
* Understanding of software development methodologies, preferably Agile.
* Excellent communication and teamwork skills, with a proven ability to collaborate with cross-functional teams.
* Bachelor's degree in Computer Science, Information Technology, Business - Supply Chain, or a related field; preferably with a concentration in Software Development or similar.
**Preferred technical and professional experience**
* Familiarity with JavaScript frameworks (React, Angular, Vue.js) for Maximo interface customizations.
* Knowledge of DevOps practices and tools (e.g., Jenkins, GitLab, Docker).
* Experience with IBM Maximo Train the Trainer (TTT) or equivalent training and support activities.
The successful candidate will possess a solid foundation in Maximo functional development, a strong ability to collaborate with stakeholders, and a passion for continuous learning and improvement. If you are a results-driven professional eager to contribute to the success of our IBM Maximo implementation.
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Job Description

Job Description

Location:
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man)

Overview:
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world’s leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting.

Key Responsibilities:

• Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry

• Review and prepare U.S. tax returns and forms including but not limited to:

  • Form 1065 , Form 1120 , Form 1120-F , Form 1040-NR

  • Form 5471 , Form 8865 , Form 8858 , Form 8938 , Form 1118 , Form 8621

  • FATCA and CRS-related reporting

• Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules

• Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies

• Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules

• Advise on fund formation, investment structuring, and exit planning

• Liaise with clients, legal counsel, auditors, and tax authorities as needed

• Supervise and mentor junior staff, and manage project timelines and deliverables

• Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore
  
  

Qualifications:

• CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation

• Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team

• Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients

• Strong technical knowledge of U.S. federal income tax and cross-border taxation matters

• Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles

• Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset

• Excellent interpersonal and project management skills
  
  

What the Role Offers:

• Relocation support, including accommodation, transportation, and flights for the candidate and their family.

• Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.

• Tax-free or low-tax jurisdiction employment

• Exposure to top-tier global clients and complex international tax issues

• Opportunity to live and work in premier financial hubs with high quality of life

Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.