Full-Time

Senior Associate

Funds Tax

Confirmed live in the last 24 hours

Arrowstreet Capital

Arrowstreet Capital

201-500 employees

Investment management for global equity strategies

Quantitative Finance
Financial Services

Mid, Senior

Boston, MA, USA

Category
Financial Accounting
Tax Accounting
Accounting
Required Skills
Excel/Numbers/Sheets
Requirements
  • At least 3 years of experience with partnership tax issues as well as other relevant areas of federal, state and international taxation for investment managers and hedge funds
  • Knowledge of Subchapter K, financial products, partnership tax allocations, and other common book to tax adjustments
  • Experience with managing data from administrators and other service providers for tax purposes
  • Proficiency in Microsoft Excel
Responsibilities
  • Oversee the preparation of the Arrowstreet sponsored funds’ federal, state, and local tax return work papers, partner tax allocations, and Schedule K-1 and K-3 documents
  • Assist with the management of international tax matters for the Arrowstreet sponsored funds, including the tax reclaim process, capital gain accruals, and related filings and payments
  • Manage engagements with external tax service providers and ensure tax deliverables are completed timely and accurately
  • Coordinate with fund brokers and counterparties regarding the updating and processing of fund tax documents (e.g., Form W-8 packages and withholding statements)
  • Monitor non-US withholding taxes in the funds and assist with the identification of opportunities to pursue dividend withholding tax reclaims
  • Monitor, track and oversee the preparation of upcoming tax compliance obligations
  • Assist with FATCA and CRS compliance
  • Assist with investor tax-related requests
  • Contribute to new fund or investor launch tax-related considerations and related initiatives

Arrowstreet Capital specializes in managing investments for institutional clients, including pension plans and foundations, by offering global and international equity strategies. Their investment strategies include long-only, alpha extension, and long/short approaches, utilizing various financial instruments like swaps and futures. The company employs quantitative methods to analyze investment signals and develop proprietary models for return, risk, and transaction costs. This structured investment process aims to create diversified equity portfolios that seek to outperform specific benchmarks by identifying opportunities across different companies, sectors, and countries. With around $100 billion in assets under management, Arrowstreet Capital serves over 200 clients across North America, Europe, the UK, and the Asia-Pacific region.

Company Stage

Private

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG investing aligns with Arrowstreet's quantitative methods.
  • Advancements in AI enhance risk management and transaction cost models.
  • Thematic investing trends offer opportunities in technology and healthcare sectors.

What critics are saying

  • Indictment of former executive may impact reputation and client trust.
  • Market volatility in energy sector affects significant stakes like Canadian Natural Resources.
  • Reliance on quantitative models poses risks in unpredictable economic conditions.

What makes Arrowstreet Capital unique

  • Utilizes quantitative methods for investment signals in proprietary models.
  • Offers global equity strategies including long-only, alpha extension, and long/short.
  • Manages $100 billion for over 200 clients worldwide.

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