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BNY Mellon Investment Management: BNY Mellon Investment Management is one of the world's largest investment firms. We believe the right results begin with being relevant to every client, whether it is engaging with them to create solutions, offering diversified strategies or providing insights for better-informed decisions.
That is why we designed a model built around investors' needs to offer the best of both worlds: world-class investment firms with best-of-breed talent and unique cultures combined with the global scale and strength of BNY Mellon Investment Management. We connect investors with opportunities across every major asset class, globally.
Today, we have eight investment firms: Alcentra, ARX, Dreyfus Cash Investment Strategies, Insight, Mellon, Newton Investment Management, Siguler Guff and Walter Scott.
We believe this is how investing should be and we are looking for talent to help us deliver on our promise.
Job Purpose Management of both existing and future operational tax matters covering Alcentra's Fund ranges and associated legal entities in Guernsey, Luxembourg, UK, Jersey, the Netherlands and Cayman. These varied fund structures include a range of strategies including CLOs, multi-strategy, direct lending, special situations and structured credit.
Serve as a central point of contact across the structuring and operations teams to coordinate with and work alongside appointed tax advisors to support on all tax aspects of the business
With the help of tax advisors where relevant, ensuring the business fulfils all of our compliance obligations for all relevant fund/investor jurisdictional taxes on an ongoing basis
Work closely with tax advisors and the business to ensure that tax advice received is operationalised into the business and monitored on an ongoing basis
Ensure operational delivery to ensure compliance with tax regulations & filings in all jurisdictions in conjunction with BNY Tax, Alcentra Ops and Product, and external tax advisors and administrators
Complete relevant documentation where necessary - W8s, self cert
Manage day to day work product delivery by appointed tax advisors
In conjunction with BNY tax and Alcentra teams, ensure effective implementation of the group's policies and procedures.
Provides oversight and oversees implementation of changes to relevant regulations, working with various lines of business, administrators and service delivery teams.
Our expectation is that people will bring:
Efficient Decision Making
Experience and qualifications required:
General familiarity of U.S./European fund and investor tax reporting and related issues
General familiarity with common tax issues affecting funds; e.g., FATCA/CRS, VAT, etc.
Risk based decision making and initiative to solve or suggest solutions to operational tax matters
Working with external tax advisors Personal Attributes:
Qualified accountant and/or qualified tax advisor, with strong relevant experience, preferably in the asset management industry
Tax specialist with experience working in a tax department (either at a large accountancy firm or law firm, and/or in-house) - 6 years + experience
Excellent communication skills - audience will be ranging both internally & externally up to COO/CEO level
Expected to take responsibility for tasks
Take responsibility and use initiative
BNY Mellon Investment Management is an Equal Employment Opportunity Employer. BNY Mellon Investment Management welcome applications from LGBT+ people .
BNY Mellon is an Equal Employment Opportunity Employer.
Primary Location: United Kingdom-Greater London-London Job: Asset Management Internal Jobcode: 51527 Organization: IM Governance-HR14824 Requisition Number: 1914161