- Neuberger Berman (New York, NY)
- …business partners. NBSF will be launching a 1940 Act registered closed-end private credit fund , offering daily liquidity to both accredited and non-accredited ... + Facilitate launch of the 1940 Act registered private credit fund , including the implementation of various...and IRS regulatory tests in coordination with legal and tax teams + Conduct data analysis on large asset… more
- PNC (CA)
- …success. As a Financial Analytics Manager within PNC's Commercial Real Estate Tax Credit organization, you will be based in PIttsburgh, Portland, Louisville, ... footprint will be considered. **Job Description** + Manages the fund modeling, forecasting and budgeting functions and understands the...understands the tax ramifications of the various tax credit structures. + Supervises the forecast… more
- Robert Half Finance & Accounting (New York, NY)
- …Credit , Debt, CLO, Direct Lending or Distressed Lending + Thorough understanding of Private Credit Fund tax issues, tax filings, and investment ... Private Credit Funds. Responsibilities + Managing internal tax senior manager , outsourced tax ...holdings + Expertise in Private Credit Fund structures/vehicles + Experience leading complex tax … more
- PNC (Boston, MA)
- …valued and have an opportunity to contribute to the company's success. As a Fund Manager within PNC's Multifamily Capital organization, you will be based in ... fund -level metrics, elevating issues that might affect the fund to the manager of fund...for investors and, as appropriate, calls on lines of credit as a means to manage capital. PNC Employees… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Manager of Fund Management within PNC's Multifamily Capital organization, you will be ... Results-Oriented **Competencies** Decision Making and Critical Thinking, Effective Communications, Fund Management, Investment Reporting, Problem Solving, Tax … more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. As the Associate, Fund Manager Research will be responsible for operational due diligence reviews for ... trading, macro, credit , fixed income, mortgages, private credit , and UCITS and across private equity fund...funds, focused on the Americas market. The Associate - Fund Manager Research will attend the alternative… more
- Wellington (Boston, MA)
- … Administrators, Auditors, Product Management, Private Investment Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager of the ... (management fees, carried interest, clawback), and private equity and/or private credit investment transactions + Knowledge of open-ended fund structures,… more
- UMB Bank (Milwaukee, WI)
- The **UMB Registered Fund team** , which manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust ... can start handling more complex funds such as Advanced Derivates, Bank Loans, and Private Credit . Handling these fund types can lead into becoming a ** Fund … more
- United Rentals (Charlotte, NC)
- …address/contact information for all tax jurisdictions Issue and monitor sales tax credit memos: + Review approved exemption certificates and cross reference ... states in a clear and concise manner to branches, credit reps, and external customers + Maintain a high...use tax compliance process: + Assist Sales Tax Senior Analyst and Manager with monthly… more
- CVS Health (Hartford, CT)
- …research and provide analytical support for existing and potential mortgage loans and tax credit investments. Help assess any needed change to the existing ... with associated fund partnership agreements. Review and analyze quarterly fund reporting, financial statements, and annual partnership tax documents to… more