YOUR IMPACT
Structured Investing is a global multi-disciplinary front office structuring team within Asset and Wealth Management (â_x0080__x009c_AWMâ_x0080__x009d_) specializing in optimizing the Firmâ_x0080__x0099_s investing and lending activities as well as its funding and legal entity structure and strategy. The team focuses on originating, structuring and executing transactions that affect the Firmâ_x0080__x0099_s global tax, regulatory and accounting positions as well as AWMâ_x0080__x0099_s funding profile. We work on transactions with deal teams across AWM and the rest of the Firm, as well as originate and execute our own transactions. This is a creative, analytical and execution-focused team, comprised of people with diverse structuring backgrounds who thrive in fast-paced, changing environments.
RESPONSIBILITIES
You will work as part of deal teams on approvals, execution, and ongoing maintenance of transactions and initiatives that have an impact on the Firmâ_x0080__x0099_s tax, regulatory and accounting positions. Specific responsibilities include:
- Model the financial statement impact and economic benefits of the proposed transactions
- Create presentation materials to brief internal and external stakeholders
- Collaborate with internal functions to progress proposed transactions through the required governance and approvals processes
- Liaise with external advisers and internal teams on the preparation, review, and execution of transaction documents
- Work on the ongoing maintenance and risk management of transactions post-execution, including maintenance of the deal models and coordination with the Firmâ_x0080__x0099_s Finance and Accounting teams to monitor and report ongoing economic impact of transactions
- Assist with structured secured funding initiatives, including external rating of AWM investments
- Prepare periodic budgets and profit and loss reports for the team
REQUIREMENTS
- Candidates should have at least a Bachelorâ_x0080__x0099_s degree or equivalent qualification
- Ability to work on multiple tasks with a high attention to detail
- 2-3 years of financial services/accounting/tax experience that includes transaction execution
- Familiarity with and interest in the tax, accounting, and regulatory capital aspects of transactions
- Robust understanding of the components and applications of financial instruments
- Strong problem solving, quantitative, and excel modelling skills
- Must be able to work independently with minimum direct supervision
- Excellent communication skills and demonstrable ability to articulate complex concepts to a range of internal and external stakeholders
- Strong team player