Manager, Investments Resume Samples

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AS
A Swaniawski
Adele
Swaniawski
267 Turner Skyway
Boston
MA
+1 (555) 380 6637
267 Turner Skyway
Boston
MA
Phone
p +1 (555) 380 6637
Experience Experience
San Francisco, CA
Manager, Investments
San Francisco, CA
Christiansen, Sporer and Wilderman
San Francisco, CA
Manager, Investments
  • Monitor and report on the performance of investment managers and trusts compared with assigned benchmarks and peers
  • Prepare management and investment committee presentations on investment performance, asset allocation, and issues related to funding
  • Develop and execute monthly asset rebalancing recommendations
  • Establish and maintain database to track contact with and evaluation of investment managers
  • Provide financial support on pension related issues such as funding and actuarial assumptions
  • Provide administrative support in terms of payment of expenses and contributions
  • Monitor manager compliance with investment guidelines
Philadelphia, PA
Manager, Alternative Investments
Philadelphia, PA
Sipes, Koch and Jacobs
Philadelphia, PA
Manager, Alternative Investments
  • Manage a portfolio of clients of various size and scope and act as the point of contact for internal and external clients
  • Manage teams of tax professionals/assistants working on client projects
  • Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer
  • Help manage risk and financial performance of engagements including billing, collections, and the budget for projects
  • Advise clients and be responsible for delivering high quality tax service and advice
  • Help assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients
  • Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial responsibility for a team
present
Boston, MA
Senior Manager, Alternative Investments
Boston, MA
Wolf, Lubowitz and Cruickshank
present
Boston, MA
Senior Manager, Alternative Investments
present
  • Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
  • Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
  • Manage risk and financial performance of engagement, including billing, collections, and budget for assigned projects
  • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
  • Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
  • Act as a coach and mentor to other tax professionals
  • Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
James Madison University
Bachelor’s Degree in Finance
Skills Skills
  • Strong knowledge of various financial instruments, with proven experience specifically in Alternative Investments
  • Excellent attention to detail and accuracy is of the utmost importance
  • Ability to meet client deliverables in an accurate and timely manner
  • Strong knowledge of financial services industry
  • Strong numeracy and analytical ability
  • Ability to work productively in a continuously evolving, complex and changing fast pace environment
  • Ability to investigate issues and escalate immediately
  • Exposure to with strong proven background in managed funds/alternative investment products
  • Excellent communication skills
  • 5+ year’s relevant experience in a similar role
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15 Manager, Investments resume templates

1

Manager, Investments Resume Examples & Samples

  • Bachelor’s Degree with a major in Finance, Economics or Accounting. MBA preferred
  • 2-5 years of related experience in Treasury or Financial Services
  • An understanding of financial markets and investment analysis
  • Excellent analytical and quantitative skills
  • Strong Microsoft Excel, Word and PowerPoint skills
  • Detail oriented with ability to demonstrate independent thinking and strong initiative
2

Manager Investments Resume Examples & Samples

  • Manage with Senior Manager (SM) the preparation of the annual profit plan, quarterly forecasts and quarterly reports for the Bank's proprietary investments in Equities, Bonds, Ireland and other structured products (SPEs) with corresponding variance commentary/analysis and performance measurement tools, such as IRR, return on investments, MTM impact on earnings
  • Review and verify the accounting treatment of all Leveraged Buyout Fund and private direct investment transactions and related ticketing reconciliations for SM’s approval signoff. Communicate with general partners of the LBO funds to resolve any discrepancies in the book values of the Bank's investments, working with Product Control (formerly GWS), front office on a daily basis to resolve reconciling/accounting issues
  • Review quarterly financial statements received from general partners for any Impairment Review requirements and write downs of buyout fund investments. Identify, review and report any requirements associated with Impairment Review for the Bank's Available-For-Sale investments portfolio
  • Assess impact of any new IFRS pronouncements to Group Treasury's investment portfolio and/or accounting impact to changes in the portfolio and recommend processes to ensure compliance to such changes
  • Responsible for preparing analysis and quarterly reporting of investments in Variable Interest Entities to EO Finance and various statutory and regulatory reporting e.g. SPEs, Undrawn Commitments, etc
  • Identify and implement improvement opportunities to existing processes and services provide to clients (such as front office and other finance groups with the bank), special projects as assigned and liaise with internal and external auditors when required
3

Portfolio Manager Systematic Investments Resume Examples & Samples

  • Work with the portfolio management team to review the validity of inputs to the investment process
  • Conduct ad-hoc research as needed to support the investment process with a specific focus on global equities and multi-asset class investment strategies
  • Work with the business process experts to maintain multiple daily processes relating to our investment operation, including but not limited to ensuring accuracy of positions along with ensuring the consistent incorporation of fundamental analysis in to our investment process
  • Monitor, attribute and report periodic performance across our suite of funds
  • Be a champion for our investment team with the expectation of being able to present at conferences and to potential investors both in the institutional and retail channels
4

Senior Manager Deposits & Investments Western Region Resume Examples & Samples

  • Help secure profitable new deposit and investment mandates from clients and prospects to reach pre-established revenue targets
  • Attend, participate and lead client meetings in order to provide leading industry knowledge and solutions relating to deposits and investments
  • Develop and implement short and long term strategies and tactics to accomplish deposit growth and revenue targets
  • Work with the Sales Managers in developing deposit and investment solutions for existing and prospective clients
  • Advise clients on drafting or revising investment policies where needed
  • Support GTB Sales and Commercial Bank Partners in Deposits related activities
  • Prepare and deliver presentations to GTB Sales Teams for the purpose of deposit and investment product education and the outlining of capabilities and strategies
  • Identify product deficiencies as a result of feedback from Sales Managers and client interactions and perform needs analysis and recommend potential product changes/opportunities to the Product Managers
  • Build and maintain partnerships with GTB Sales Managers, Commercial Bank RMs, GTB Business Deposit Portfolio Management, and Group Treasury partners as well as external contacts to share information that results in identification of quality prospects
  • Liaise with Directors to ensure Sales Team needs and successes and identify additional gaps in knowledge or communication
  • Provide pricing guidance and authorizations in certain situations
  • Co-ordinate business development activities with key internal business partners; meeting to exchange and co-ordinate respective business development plans
  • Collect and distribute information relating to client and market trends as well as timely dissemination of updates relating to product, pricing, etc
  • Responsible for deposit pipeline reporting in the region and ensuring opportunities are being pursued and advanced in a timely manner
  • Provide timely and accurate business development reporting
  • Stay abreast of other bank’s product offerings and pricing to ensure GTB is competitive
  • Gather and distribute relevant market or economic data and news to the Sales Teams via morning email
  • Ensure that the Bank’s interests are protected at all times by strictly adhering to risk management and compliance programs, internal and regulatory guidelines, including Know Your Customer, Anti-Money Laundering, etc
  • Must be an experienced banker with exceptional interpersonal, leadership, sales and business development skills
  • Direct experience in the Money Market industry through trading or sales is a definite asset
  • The incumbent must have thorough knowledge of the financial services industry including regulatory trends and economic conditions as they related to short-term investment products
5

Alternative Investments & Manager Selection Resume Examples & Samples

  • Participate in the manager selection process, including due diligence visits and calls with new and existing portfolio managers and research analysts
  • Work within smaller teams to prepare investments memorandums and present recommendations to the team’s Investment Committee
  • Write research and commentary on manager-level and industry-level performance and related topics
  • Analyze and present opportunities and risks inherent in potential ESG and impact investments across specific sectors and markets
  • Contribute to a range of AIMS group-wide initiatives including various research publications, client-related activities and events, and other business development initiatives
  • For all of these activities, work in conjunction with the other areas of the AIMS group and broader Firm, including the Client Portfolio Solutions, Risk Management & Analytics, Risk Management, Legal, Compliance and Technology teams
  • Present investment opportunities to the Investment Committee through written and oral presentations, and conduct required follow-up
  • Coordinate the execution of investments across all deal types, including working closely with internal (e.g., internal counsel, compliance, cash management) and external parties (e.g., private equity managers, external counsel)
  • Monitor the performance and risk profile of existing portfolio investments
  • Demonstrated interest in issues related to ESG and impact investing, prior experiences a plus
  • Demonstrated orientation toward and interest in understanding financial markets and investment management
  • Strong analytical and quantitative abilities, including a high level of proficiency in market data applications such as Microsoft Word, Excel and PowerPoint
  • Sense of accountability and dedication to continuous professional improvement
6

Alternative Investments & Manager Selection Strats Resume Examples & Samples

  • Develop analytical and quantitative methods for manager selection and portfolio design and construction with scale and precision
  • Develop and maintain quantitative models using slang/secdb
  • Build robust software tools for internal users
  • Generate ad hoc analysis for key portfolio, market risk events
  • Design and implement reporting tools for the AIMS business
  • Partner with AIMS team for analysis and problem solving
  • Masters or PhD level qualification in a quantitative discipline preferred
  • Financial services experience helpful
  • Programming expertise. Ability to transform concepts and ideas into robust software
  • A self-starter, should have ability to work independently as well as thrive in a team environment
7

Senior Manager, Tbsm FO & Investments Resume Examples & Samples

  • Experience with financial products, financial services and capital markets is required
  • Minimum of 5+ years of experience with capital markets and financial instruments, fixed income investment portfolio construction, and asset / liability management techniques as applied to banking products and bank balance sheets management
  • Excellent project management, analytical and problem-resolution and consensus building skills
  • Strong written and verbal communication skills with the ability to communicate clearly with Senior Management
  • Should be able to develop good business relationships with “internal clients” and be able to work with minimal supervision in an unstructured and fast-paced environment
  • Demonstrated ability to develop good business relationships and work with minimal supervision in an unstructured and fast-paced environment
  • Proven ability to work with Microsoft Powerpoint, Word and Excel software
8

Senior Manager, Alternative Investments Resume Examples & Samples

  • Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
  • Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
  • Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
  • Bachelor’s degree in Accounting from an accredited college/university; licensed CPA or J.D./LL.M. (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
  • Prior experience as a Tax Senior Manager in a public accounting firm supporting Alternative Investments (Investment Partnership and /or Mutual Fund tax experience)
  • Strong verbal and written communication skills, with the ability to articulate complex financial information
  • Solid skills in reviewing 1120 RIC, 1065 tax returns, including Schedule K-1
  • Experience managing multiple client engagements and client service teams
9

Manager, Alternative Investments, HFS Resume Examples & Samples

  • Manage a small but growing team of partners within Global Operations responsible for middle office trade support, processing subscriptions, redemptions, capital calls and distributions and other lifecycle event processing for NTHFS clients for asset types including but not limited to hedge funds, fund of hedge funds, private equity funds and private fixed income assets
  • Participate in the hiring process, train new partners, and oversee internal processes and controls in addition to providing direct day to day coverage for some clients
  • Perform all employee related administrative duties including but not limited to annual reviews as well as team related administrative duties including but not limited to business continuity planning and testing and compliance with internal and external audit requests
  • Participate in the sales process, including but not limited to responding to RFPs, attend client sales calls, perform demonstrations of systems capabilities and provide information to the Sales team as requested
  • Act as point of escalation for all client issues for the Alternative Investments team for external clients as well as internal inquiries from other teams including but not limited to Accounting, Risk, Relationship Management, Financial Control and Business Unit Control
  • Work closely with implementation teams to coordinate and oversee the on-boarding of new client portfolios, back-loading tax lots and historical activity onto internal books and records and liquidity management tool
  • Document gaps in processes and technology necessary to meet client needs, proposing process and technology solutions to close outstanding service and functional gaps
  • Write Business Document Requirements outlining technology enhancements for external vendors, work with vendors and internal IT to test enhancements, see projects through to completion by facilitating the roll-out of enhancements and new functionality to the Production Environment
  • Minimum of 7 years operations and/or accounting experience working with alternative investments
  • Deep knowledge of many operational and accounting aspects of alternative investing, including understanding investment terms, monthly and quarterly performance, benchmark and valuation analysis, and liquidity management
  • Experience documenting requirements, writing BRDs, coordinating testing or project management skills a plus
  • Excellent written and oral communication skills; comfortable in a client facing role
  • Knowledge of basic accounting principles and familiarity with financial markets and instruments
10

Treasury & Investments Committee Manager Resume Examples & Samples

  • At least a year of treasury, capital markets, banking, investments or related experience
  • Familiarity with financial risk management
  • Familiarity with transaction approval processes
  • Experience managing a team or project
  • Chartered Financial Analyst (CFA) credentials
  • Previous Corporate Treasury experience
  • Portfolio management experience
  • 1 or more years experience leading projects that require integration across multiple functions
11

Senior Manager, Alternative Investments Resume Examples & Samples

  • Manage a portfolio of clients of various size and scope and act as the point of contact for internal and external clients
  • Manage teams of tax professionals/assistants working on client projects
  • Help manage risk and financial performance of engagements including billing, collections, and the budget for projects
  • Help assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients
  • Previous corporate tax experience in the Financial Services industry supporting Alternative Investments (Investment Partnership and/or Mutual Fund tax experience)
  • Solid skills in reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 and experience managing multiple client engagements and client service teams
12

Manager, Alternative Investments Resume Examples & Samples

  • Develops periodic goals, organizes workloads, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of work
  • Maintain risk management and compliance programs and activities for the team
  • Operates independently; has in-depth knowledge of business unit / function and acts as subject area expert, providing comprehensive in-depth consulting and leadership to team and partners at a high technical level
  • Responsible for the development, gathering, and reporting of team quality and performance metrics
13

Manager, Alternative Investments Resume Examples & Samples

  • Oversees the performance of the trade execution and corporate events teams ensuring the timely execution, settlement and follow up of all trade and corporate event related activity and ensures all procedures are being properly followed
  • Conducts the performance management process, identifies training and development needs, and establishes performance standards for the teams
  • In consultation with the Alternative Management, makes staffing decisions, and ensures resources are available to accomplish priorities. Oversees, plans, and directs the activities, ensuring business objectives are met. Provides leadership and guidance to staff and fosters an environment that encourages employee participation, teamwork, and communication
  • Maintains an appropriate control environment for the proper monitoring, evaluation and clearance of outstanding and reconciliation issues
  • Technical expert seen as key advisor on significant business decisions. Oversight of team’s regular detailed reconciliations of Unitised Non Custody holdings to third party administrator statements
  • Ability to work to set deadlines
  • Ability to use Excel and Word competently
  • Attention to detail and strong accuracy
  • Good communication skills a must
  • Knowledge of Alternatives Assets
  • Ability to build and maintain relationships with external clients, internal Alternative Assets teams, Account and Relationship Manager and other internal colleagues such as Valuations, Reporting and Fund Accounting
14

Investments & M&A Manager Resume Examples & Samples

  • Analyze Greenfield projects in terms of economic risk and strategic options and provide reports of findings to the department Director
  • Evaluate M&A opportunities and assist in negotiation of transaction documentation and structuring
  • Evaluate divestment opportunities and assist the department Director in the execution of asset rotation targets for the platform
  • Coordinate external advisors (e.g. legal counsel, financial institutions) and direct internal EDPR teams (e.g. operations, wind, tax) for due diligence efforts prior to execution of merger & acquisition (M&A) transaction in countries with an EDPR presence and in target countries
  • Perform valuations and prepare investment memoranda to assist EDPR and EDP decision making bodies in making investment/divestment decisions
  • Ensure that investments are evaluated objectively and based on consistent criteria and perform investment approval procedures
  • Participate in strategic analysis projects (i.e., Special Projects)
  • Analyze and support bid strategy for Power Purchase Agreement (PPA) bids
  • Support the Chief Financial Officer in the preparation of EDPR business plan
  • Master’s degree in Finance or a related field
  • 4-5 years in M&A, corporate finance or investment analysis
  • Strong knowledge of valuation, financing, accounting, and strategic analysis; M&A/deal negotiation experience, proficient knowledge of Microsoft Office software
15

Alternative Investments Manager Resume Examples & Samples

  • Daily operations will include however will not be limited to security set-ups, pricing, recording of transactions reviewing, reconciling and providing support to all stakeholders
  • Ongoing training for both on shore and off shore teams will be paramount and an integral part of this job family to ensure staff knowledge levels are enhanced and the management/treatment of these investments agree to all authenticated sources
  • Excellent communication and client service skills along with good interpersonal skills and an analytical approach are essential for this role
  • Responsible for the ongoing management and implementation of all unlisted and alternative investments
  • Responsible for the timely updates of prices from various Alternative Investments Managers and recording these prices accurately for valuation purposes
  • Provide transactional processing support for Alternative Investments products
  • Will have close interaction with our Product partners , Business Support, Technology and other internal units to deliver tailored solutions that will meet the expectation and needs of both clients and regulators
  • Review operational impact of changes in legislation and ensuring compliance to established controls
  • Making assessments of new business viability against existing business capabilities and making appropriate recommendations to management
  • Provide solutions to reduce errors and to ensure adherence to audit and control policies
  • Liaise with Tax team to ensure accurate tax reporting for clients
  • Interact with internal stake holders to ensure Foreign Exchange, Pricing, Corporate Actions, Performance and Tax reporting are accurately reflected in clients reports
  • 5+ year’s relevant experience in a similar role
  • A thorough understanding of accounting and tax concepts and Corporate Actions
  • Ability to meet client deliverables in an accurate and timely manner
  • Strong knowledge of financial services industry
  • Strong knowledge of various financial instruments, with proven experience specifically in Alternative Investments
  • Exposure to with strong proven background in managed funds/alternative investment products
  • Strong numeracy and analytical ability
  • Ability to work productively in a continuously evolving, complex and changing fast pace environment
  • Self-motivated and independent
  • Ability to investigate issues and escalate immediately
  • Excellent attention to detail and accuracy is of the utmost importance
  • Actively contribute to process improvements and change
  • Bachelor's qualification in Finance/Accounting
  • Accounting qualification or part qualified, such as CPA, ACCA or CIMA is an advantage
16

Asset Manager of Investments Resume Examples & Samples

  • Collaborate with leadership teams of Investments, Development and LMC Living to analyze and make recommendations on proposed budgets to optimize property performance
  • Review community level annual budgets and model different lease-up strategies to compare and recommend prior to execution
  • Create and evaluate financial reporting related to property budgets, variances and benchmarking to competitive set and original underwriting
  • Collaborate with Property Management, Development and Accounting to ensure monthly, quarterly and annual reporting requirements are met for lenders and investors
  • Develop a thorough familiarity with assigned communities and markets by conducting in-depth market and portfolio analyses, understanding industry trends, participate in leasing update calls, partner with LMC Living, and conduct on-site visits
  • Design, develop, and implement real estate and other investment summaries with recommendations to senior management
17

Investments Manager Resume Examples & Samples

  • Bachelor’s degree required - major concentration in Business, Accounting, Finance, or Economics preferred
  • A minimum of five (6) years of demonstrated experience in investments
  • Familiarity with Global Investment Performance Standards
  • CFA Charter holder or Candidate
18

Investments Connect Service Manager Resume Examples & Samples

  • Three to five years of financial services industry experience
  • Series 7, 63, and 24 licenses or the ability to obtain within 120 days 
  • Advanced knowledge of internal partner functions, systems, policies and procedures
  • Thorough knowledge of brokerage operations and human resources 
19

Alternative Investments Senior Manager Resume Examples & Samples

  • Build and manage client relationships while managing a portfolio of clients and acting as a first point of contact for internal and external clients
  • Manage relationships at a senior level with clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
  • Act as a coach and mentor to other tax professionals
20

Portfolio Manager, Etfs & Index Investments Resume Examples & Samples

  • Manage all aspects of global index equity strategies
  • Perform daily portfolio management tasks; daily liquidity management, portfolio re-balancing, corporate action analysis, client activity; risk and performance monitoring - ensuring portfolios are positioned within investment parameters and guidelines and track within performance expectations
  • Manage project work and systems testing relating to the Portfolio Management processes
  • Manage the on-boarding process for new funds and portfolio restructurings
  • Responding to adhoc queries and data requests from sales teams and strategists
  • Participate in client meetings as a subject matter expert in index portfolio management
  • Interest and knowledge of Index Construction methodologies and Indexing Portfolio Management
  • Knowledge of risk models and portfolio management tools
  • Interest in financial markets
  • Knowledge of Aladdin systems
  • Attention to detail and ability to scale and standardize processes
  • Strong analytical, organizational and project management skills
21

Manager, Alt Investments Resume Examples & Samples

  • A Bachelor’s degree and relevant management experience in the financial services industry is required
  • Exposure to securities operations, with prior experience in the alternative assets domain including but not limited to private equity, commingled funds, hedge funds, and syndicated bank loans strongly preferred
  • Excellent oral and written communication skills with proven track record to demonstrate analytical and problem solving skills is required
22

Senior Manager, Alternative Investments Resume Examples & Samples

  • Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 to emerging businesses
  • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
  • Build and manage client relationships, manage teams of tax professionals and assistants working on client projects, and participate in and contribute to market and business activities external to the firm
  • Manage risk and financial performance of engagements including billing, collections and the project budgets
  • A minimum of eight years of corporate tax experience in an accounting firm, corporation, and/or law firm
  • Licensed CPA or J.D./LL.M. with strong knowledge of FAS 109 (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
  • Experience with corporate taxation, consolidations and partnerships
  • Excellent advisory, compliance, verbal and written communication skills, with the ability to articulate complex information
23

Senior Manager, Salt Alternative Investments Resume Examples & Samples

  • Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Analyze state tax considerations and impacts related to business restructuring projects and intercompany transactions
  • Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
  • Participate in KPMG audit teams with review and analysis of state tax-related income and balance sheet items
  • Research and draft technical memoranda regarding income and franchise tax questions
  • A minimum of eight years of experience in providing tax research and technical advice on multi-state issues
  • Bachelor’s degree in business, accounting, or a related field of study from an accredited college/university
  • CPA, JD/LLM or MST (Masters in Taxation) or completion of an advanced degree or professional designation: MPAD (Masters of Public Administration), MSRE (Masters of Science-Real Estate, MCRP (Masters of City and Regional Planning), MPP (Masters in Public Policy), MUA (Masters in Urban Affairs) OR CECD (Certified Economic Developer), EDFP (Certified Economic Development Finance Professional) (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
  • Proficiency in Microsoft Excel, Access, SQL Server, XML, PowerPoint, Project, Visio, or process mapping software and strong technical awareness and basic knowledge of global indirect tax issues
  • Strong knowledge of the development, planning, and execution of sales and transactions tax refund claims
  • Experience with various other corporate taxes and their impact on sales tax
24

Alternative Investments Manager Resume Examples & Samples

  • Supervise daily activities of the department
  • Ensure daily processes and procedures are complete and accurate – provide signoff
  • Address any errors or corrections and communicate remediation plans to impacted parties
  • Manage system, process, and regulatory risk
  • Manage error accounts and suspense items
  • Manage reconciliation breaks and give direction to associates for solutions
  • Manage work volumes and create a staffing plan
  • Consistent, dependable and accurate in carrying out department responsibilities to completion
  • Provide guidance, coaching, and training
  • Preparing and conducting performance appraisals and annual reviews for the team
  • Prepare and conduct all management functions of the department