Corporate & Investment Banking Operations
Corporate & Investment Banking Operations
Cutting Edge Search
Charlotte, NC
See who Cutting Edge Search has hired for this role
Job Purpose -
- The Client's Corporate and Investment Banking (CIB) Operations team is seeking a Lead Institutional Investment Operations Specialist within the Tax Operations team. This role involves leading global tax activities, including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.
- Lead tax withholding and reporting functions, ensuring accurate processes and approvals by team members.
- Collaborate with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders for accurate reporting, withholding, and reimbursements.
- Utilise business intelligence to identify and resolve exceptions throughout the year.
- Oversee strategic initiatives across technology, process, control, and operational excellence.
- Work with Corporate Tax and Compliance to analyse complex issues and implement solutions.
- Support year-end reporting readiness, including trial runs, quality assurance, and finalisation.
- Advise leadership on complex objectives, processes, industry regulations, and long-term goals.
- Engage strategically with professionals and managers companywide.
- Provide vision, direction, and expertise to leadership.
- 5+ years of Institutional Investment Operations experience or equivalent through work experience, training, military experience, or education.
- Experience with tax withholding and tax reporting functions.
- Understanding of asset servicing events across equities and fixed income securities.
- Familiarity with options and swaps.
- Knowledge of tax solutions such as Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI.
- Ability to interpret technical requirement documents and system flows for reporting requirements.
- Strong analytical skills with attention to detail and accuracy.
- Experience in developing partnerships and collaborating with other business and functional areas.
- Strong organisational, multi-tasking, and prioritising skills.
- Experience delivering results in a fast-paced, deadline-driven environment.
- Professional verbal and written communication skills.
- Proven track record of leading strategic, complex deliverables.
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Administrative -
Industries
Executive Search Services
Referrals increase your chances of interviewing at Cutting Edge Search by 2x
See who you knowGet notified about new Corporate Specialist jobs in Charlotte, NC.
Sign in to create job alertSimilar jobs
People also viewed
-
Investment Banking Director– Focus on Low Carbon Molecules
Investment Banking Director– Focus on Low Carbon Molecules
-
Healthcare Investment Banking Analysts/Associates/Vice Presidents - Leading Global IB
Healthcare Investment Banking Analysts/Associates/Vice Presidents - Leading Global IB
-
Private Equity Client Solutions Analyst (US)
Private Equity Client Solutions Analyst (US)
-
Vice President Private Equity
Vice President Private Equity
-
Private Equity Principal
Private Equity Principal
-
Private Equity Vice President
Private Equity Vice President
-
GBM Private, FIG - Asset Management Investment Banking, Vice President, New York
GBM Private, FIG - Asset Management Investment Banking, Vice President, New York
-
Private Equity / Investment Banking / Finance Coach
Private Equity / Investment Banking / Finance Coach
-
Real Estate Private Equity Funds Analyst
Real Estate Private Equity Funds Analyst
-
Senior Associate/VP, Healthcare Investment Banking
Senior Associate/VP, Healthcare Investment Banking
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub