Job ID:
62011
Published date:
2024-04-05
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Job ID:
61482
Published date:
2024-03-06
Summary
Job Description:
• Develop and understand business drivers, definitions, and metrics to interpret findings, take-action, and provide meaningful business direction.
• Develop and maintain specialized Business Intelligence (BI) packages, dashboards and scorecards on the MS Azure Cloud Platform • Manage the repository of all reporting assets including and not limited to data analysis, development scripts, objects and documentation.
• Maintain expert knowledge of all main data sources for the data used within the business unit and ability to effectively utilize these data sources • Lead the discussion with business partners to understand business objectives and develop valuable reporting for enablement and fact based decisioning • Validate the quality and integrity of the data included in all artifacts • Develop substantial and insightful commentary/insights on new and existing BI packages • Work independently as the senior analyst / expert and may provide technical support to others
Additional Requirements
• Enthusiastic and focused self-starter who can work with minimal supervision to strict deadlines and is able to prioritize, multitask, and manage various projects simultaneously • Excellent verbal and written communication skills with the ability to work with various level of management and senior management to convey findings concisely through presentations and business commentaries • Strong ownership mentality, proactive attitude, and ability to get things done • Demonstrated passionate analytical thinker with track record of delivering business impact and results through developing and executing on innovative BI solutions • Strong problem-solving skills, with a history of using data to understand not only what is happening, but why it is happening, and what can be done to resolve the issue • Strong organizational skills, with the ability to excel in a fast-paced environment and run multiple deadlines and priorities
Must Have Skills
1. 8+ Experience in business or financial reporting/business insights and analysis development, is knowledgeable and savvy with new technology and tools preferably within the global financial services and back-office operations
2. Experience working in Agile environment
3. 5+ Hands-on experience in using business intelligence, analytics and/or data visualization tools (ex: Tableau)
4. 2+ Experience with Python, Databricks
5. 5+ years SQL
6. Strong team player who fosters and thrives in an environment of peer development and sharing
7. Strong analytically-anchored problem-solving skills – a logical and strategic thinker with strong critical reasoning skills, proactively identifies risks and issues, recommends solutions, challenges the status quo
Nice to have Skills
1. Experience with Microsoft Azure is desired
2. 2+ years JIRA and Confluence
Educational Requirements/Accreditations:
• Undergraduate degree or above preferably in an analytically based discipline. Master preferred.
• 8-10 years of relevant experience
Job ID:
60450
Published date:
2023-12-21
Summary
iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $159 billion in global client assets invested in 1,288 funds, as of May 2023.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2023); a back-to-back selection by Forbes to its list of Best Startup Employers (2021 – 2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s rapid expansion in the Canada marketplace creates an opportunity for an experienced and talented tax professional to support its Canada expansion strategy in a newly created role within the Fund Finance Tax Services group. This role will service hedge fund and private equity fund of funds and access fund vehicles (the “funds”) in conjunction with third-party administrators and tax preparers to ensure timely tax reporting and communication, as well as drive continuous improvement throughout the processes.
Responsibilities
- Lead fund tax structuring for the creation of complex funds, including MFTs, Trusts, LPs, Master Feeders, and corporate entities along with providing recommendations on using blockers and structuring offshore investment vehicles for tax efficiency.
- Collaborate with legal, tax and business to analyze, identify, and draft efficient tax outcomes for new fund launches.
- Provide guidance and oversight on OIFP, FAPI, MDR and Dry Income across funds.
- Determine applicable tax treaty rates, claims and documentation to support lower tax rates on income distributions to the Canadian funds.
- Partner with Canada Product Development and Sales colleagues to identify tax-related reporting needs and compliance requirements associated with different structures in Canada and build scalable processes to support them.
- Coordinate and oversee third-party tax preparers and administrators on Canadian Revenue Agency (CRA) and province filings for all the Canada funds (including, HST/GST, T5013, and T3s).
- Oversee annual HST/GST compliance process and investor outreach.
- Assist in Canada fund launch activities, including tax due diligence and compliance support model setup.
- Reconcile and review investor demographics and tax documentation to support accurate tax treatment and resolve data discrepancies.
- Draft and monitor various internal and external calendars for different stakeholders such as investor relations, sales teams, and client relationship managers, and adhere to client service expectations.
- Manage the collection and distribution of tax information from underlying funds for all the Canada funds.
- Review taxable income calculation and allocations along with T5013, T3, NR4, T5 forms, and other related Canada tax slips.
- Coordinate wire payments and/or check requests for the Canadian funds.
- Participate in industry regulatory and tax forums (i.e., of PMAC (RIA Association) and CAASA (Canadian Alts Association and SIFMA in the US).
- Respond to federal and province tax notices, audits, and inquiries for the funds.
- Document and maintain procedures, workflows, metrics, and tax service level agreements.
- Manage Canada tax changes and educate internal stakeholders on Canadian tax matters.
- Manage US FATCA and the Common Reporting Standard process with external providers.
Qualifications
- Minimum 10+ years of experience in Canada Tax at a Senior Manager level
- A completed account designation LLB., J.D., or master’s degree a plus
- Experience with managing client expectations and communications, as well as solution development
- Understanding of investment partnership taxation and mutual fund trusts taxation
- Intermediate Excel skills
- Comfortable learning new systems and technology
- Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
- Strong verbal, written, and interpersonal communication skills
- Willingness to learn new topics and work in an evolving business environment
- Organized, self-motivated, detail-oriented, and able to see the big picture
- Passionate about being a part of our iCapital team and representing our company with integrity, dignity, and pride
Benefits
iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus; 100% employer paid Group Benefits (including medical, dental, vison, prescription, insurance, virtual telemedicine and mental health counseling, and an employee assistance program) for employees and their dependents, unlimited paid time off (PTO), parental leave, and a corporate gym membership.
iCapital offers most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
Job ID:
60161
Published date:
2023-07-19
Summary
Location: This position may be based anywhere in Ontario.
Our Client:
Our client is a growing private mortgage fund based in Ontario, Canada. Offering unique opportunities to investors through mortgage trust funds and direct lender-to-borrower mortgages. They are committed to not only providing attractive investment opportunities, but also maintaining transparency, and delivering excellent customer service.
The Opportunity:
As the Investment Representative, you will be responsible for sourcing and securing investors for pooled mortgage funds, as well as providing mortgage opportunities to investors interested in direct lender-to-borrower financing. Your day-to-day will also include maintaining investor relations, managing investment presentations, and facilitating all required paperwork.
What You Will Achieve in This Role:
- Identify, source, and secure potential investors for mortgage fund trust.
- Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
- Meet with potential investors interested in direct lender-to-borrower mortgages and explain the opportunities available to them.
- Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
- Build and maintain relationships with current and potential investors.
- Represent the company at any industry and networking event and source new investors.
- Keep abreast of industry trends, regulatory changes, and potential opportunities.
What You Must Bring to This Role:
- Bachelor’s degree in business or in a related field
- 3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
- Active Ontario Mortgage Agent License required.
- A deep understanding of investment products, specifically mortgage investments
- Proven track record of investment sales and client relationship management
- Strong communication and presentation skills
- Self-starter who can work independently and as part of a team.
- Proficient in Microsoft Office Suite
- Ability to travel to meet potential investors and attend industry events required.
Our client is an equal opportunity employer that is committed to equity and diversity within its community and welcomes all applications. They celebrate diversity and are committed to creating an inclusive environment for all employees.
If you require accommodation for the recruitment process, please let Kirsten Wicks know at the point of application.
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