4 Financial Structuring jobs in New York
Financial Services Global Structuring - Manager
Posted 12 days ago
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Alternative Investments practice, within International Tax services, will provide you with the opportunity to help multinational companies address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions.
Our team provides our clients with investment advice based on expected tax leakage and associated tax risk. You'll focus on assessing global tax risk for an offshore entity based on its operating jurisdictions and offering investment solution to minimise risk exposure.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the ITS FS team you are expected to manage our firm-sponsored legal entity information database, focusing on tax attributes. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding top standards, motivating and inspiring others to deliver quality, and leveraging team strengths to meet client expectations.
Responsibilities
- Manage and maintain the firm's legal entity information database
- Lead teams and oversee client accounts
- Focus on strategic planning and mentoring junior staff
- Assure project success and uphold exceptional standards
- Motivate and inspire team members to deliver quality
- Leverage team strengths to meet client expectations
- Implement technology-enabled solutions for tax advisory
- Drive digitization, automation, and increased efficiencies
What You Must Have
- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study
What Sets You Apart
- Master of Laws in Taxation preferred
- Experience with private equity ownership structures
- Knowledge of U.S. tax concepts and classifications
- Familiarity with Microsoft Office Suite
- Experience in automation and digitization
- Building and utilizing client relationships
- Supervising teams for tax compliance
- Coaching staff with meaningful feedback
- Developing new relationships and selling services
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Financial Services Global Structuring - Senior Associate
Posted 12 days ago
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the International Tax Services Generalist team you manage assigned workstreams and develop deliverables within client service engagements or internal business services projects. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.
Responsibilities
- Manage assigned workstreams
- Develop deliverables for client engagements
- Mentor and guide junior team members
- Build and sustain client relationships
- Analyze and solve complex problems
- Gain insights into business contexts
- Uphold exceptional standards in deliverables
- Navigate complex and evolving situations
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture, or Member of the Bar
What Sets You Apart
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may also be considered
- Corporate and partnership taxation compliance and consulting
- Assisting financial services companies with tax impact
- Tax structuring of funds and portfolios
- Building and utilizing networks of client relationships
- Managing resource requirements and project workflow
- Supervising teams and providing meaningful feedback
- Researching business and industry trends
- Innovating through new and existing technologies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Associate Director, Execution and Structuring-US Corporate Banking - Financial Institutions Group
Posted today
Job Viewed
Job Description
Associate Director, Execution and Structuring-US Corporate Banking - Financial Institutions Group
Requisition ID: 225350
Salary Range: 185,000.00 - 185,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Title: Associate Director, Execution and Structuring-US Corporate Banking - Financial Institutions Group
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Overview
The Associate Director is responsible for working closely with the Director/Manager and the team to assist in all aspects structuring and execution related activities on behalf of our corporate banking clients, and includes the completion and review of credit presentations with the appropriate level of due diligence. This role also involves the negotiating documentation, guiding more junior staff, and the monitoring of Borrower compliance and industry trends.
What You’ll Do
-
Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
-
Structure, analyze and perform due diligence on transactions that vary in complexity. Prepare and Analyze client forecasts and models.
-
Analyze material associated with new and existing client/prospect opportunities, including return analysis, deal due diligence and documentation review.
-
Develop recommendations for the appropriate course of action and prepare credit submissions for adjudication by Global Risk Management of non-investment grade opportunities.
-
Execute amendment requests and review legal documentation.
-
Assess credit requirements of existing and prospective clients.
-
Ensure credit files, agreements and security documents are complete and up-to-date
-
Actively pursue effective and efficient operations of his/her respective areas, and ensure the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
-
Assess proposed non-investment grade financing transactions and monitor the overall underwriting portfolio and the portfolio of held loans.
-
Critically reviewing individual deals, including but not limited to, the forecast EBITDA and adjustments, capital structure, syndication issues, and risk / reward tradeoffs and make recommendations. Ensure that all credit submissions and daily practices adhere to Bank policies and procedures.
-
Driving a customer focused culture that deepens client relationships and leverages broader Bank relationships, systems and knowledge.
-
Champion an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and other policies.
-
Coordinate and work with Managing Director, when necessary, in matters related to the presentation of the Levin portfolios.
What You’ll Bring
-
Understanding of US regulatory considerations and issues
-
4-7 years of experience in corporate banking non-investment grade credit risk analysis.
-
Minimum a Bachelor’s degree in a related discipline. Master's degree, recognized professional designation in a specialized area of finance or business, or equivalent, is an asset.
-
Strong communication skills, both written and oral.
-
Proactive decision-maker; must handle high volume of credit intensive work; must take initiative in a highly time sensitive environment.
-
Collaborative, strong sense of teamwork.
-
Excellent Modelling skills with some supervisory experience
-
Creative problem-solving skills and the ability to motivate others and implement new solutions.
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here ( . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Associate Director, Execution and Structuring-US Corporate Banking - Financial Institutions Group
Posted 1 day ago
Job Viewed
Job Description
Salary Range: 185,000.00 - 185,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Title: Associate Director, Execution and Structuring-US Corporate Banking - Financial Institutions Group
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Overview
The Associate Director is responsible for working closely with the Director/Manager and the team to assist in all aspects structuring and execution related activities on behalf of our corporate banking clients, and includes the completion and review of credit presentations with the appropriate level of due diligence. This role also involves the negotiating documentation, guiding more junior staff, and the monitoring of Borrower compliance and industry trends.
What You'll Do
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Structure, analyze and perform due diligence on transactions that vary in complexity. Prepare and Analyze client forecasts and models.
- Analyze material associated with new and existing client/prospect opportunities, including return analysis, deal due diligence and documentation review.
- Develop recommendations for the appropriate course of action and prepare credit submissions for adjudication by Global Risk Management of non-investment grade opportunities.
- Execute amendment requests and review legal documentation.
- Assess credit requirements of existing and prospective clients.
- Ensure credit files, agreements and security documents are complete and up-to-date
- Actively pursue effective and efficient operations of his/her respective areas, and ensure the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Assess proposed non-investment grade financing transactions and monitor the overall underwriting portfolio and the portfolio of held loans.
- Critically reviewing individual deals, including but not limited to, the forecast EBITDA and adjustments, capital structure, syndication issues, and risk / reward tradeoffs and make recommendations. Ensure that all credit submissions and daily practices adhere to Bank policies and procedures.
- Driving a customer focused culture that deepens client relationships and leverages broader Bank relationships, systems and knowledge.
- Champion an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and other policies.
- Coordinate and work with Managing Director, when necessary, in matters related to the presentation of the Levin portfolios.
- Understanding of US regulatory considerations and issues
- 4-7 years of experience in corporate banking non-investment grade credit risk analysis.
- Minimum a Bachelor's degree in a related discipline. Master's degree, recognized professional designation in a specialized area of finance or business, or equivalent, is an asset.
- Strong communication skills, both written and oral.
- Proactive decision-maker; must handle high volume of credit intensive work; must take initiative in a highly time sensitive environment.
- Collaborative, strong sense of teamwork.
- Excellent Modelling skills with some supervisory experience
- Creative problem-solving skills and the ability to motivate others and implement new solutions.
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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