The Financial Services Industry Group consists of over 34,000 industry-dedicated professionals worldwide, including over 4,500 in the U.S., who serve multinational banks, insurance companies, investment managers, broker-dealers, and hedge funds.
Minimum Years of Experience: 8
Minimum Degree Required: Bachelor’s degree in Accounting
Certification(s) Required: CPA, Enrolled Agent or Member of the Bar
Extensive knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds.
Thorough knowledge of structuring of funds and fund management companies to best limit tax liability.
Considerable knowledge of alternate investment strategies and vehicles.
Extensive technical skills, including partnership tax Forms, including K1 and M1.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.