Private Equity Tax Structuring Associate Director

Equitix - Fund Controller

Equitix - AD

A leading London based private equity fund are looking to hire an experienced fund finance professional to sit as a Senior Fund Controller (Associate Director). The role is broad, complex and represents a strong learning curve; thus commercial aptitude and drive are key traits for the ideal candidate.

The role will cover internal and external reporting, new investment appraisal, acquisition due diligence and structuring, and developing and implementing asset optimisation strategies. Specifically your responsibilities will include;

* Manage and mentor a team of financial controllers
* Play an active role in developing strategies to optimise portfolio assets
* Assistance with financial due diligence of new target investments
* Financial appraisal of target investments
* Facilitating the handover of assets/ portfolios from Commercial team to Finance & Asset Management
* Managing the process of refinancing / introduction of Fund level debt
* Tax and capital structuring of investments
* Active asset management, holding SPV Company Board Directorships and attending the monthly Asset Management Committee
* Business partnering to the wider business, including asset management, commercial, investor relations providing financial expertise, review and structuring advice to the deal teams, liaising with tax and accounting and financial advisers as necessary
* Review of fund management information produced by the Financial Controllers including reporting on investment performance and monitoring the introduction of new investments to ensure that investment returns are as expected or optimised.
* Review of annual statutory accounts and managing the audit process of the entities included in the fund.
* Review of investor drawdowns, distributions, equalisations and general investor reporting (quarterly) including ad hoc information requests as necessary.
* Review and Interrogation of fund financial models

The ideal candidate will be ACA qualified with at least 3 years post qualified experience within alternative fund finance - private equity, infrastructure, debt/credit or real estate. Inter-personal skills, work-ethic and an ability to think outside the box are key for them.

Remuneration will be in the region of £75000 to £85,000 with exceptional bonus potential and the opportunity to receive carry in the fund.

Please apply directly or contact harris.asher@markssattin for more information.

Equitix - IFA (FC)

Equitix - IFA (AD)

Thanks to continued rapid growth, an opportunity has arisen within this Private Equity fund for an experienced M&A tax professional to join their London office as an associate director within a newly created team.

This specialist team has been created to provide advisory services to the Investment and Fund finance team; you will review financial and tax due diligence, review financial models including cash flows / financial projections to support transactions; investigating optimisation and restructuring opportunities. Specifically your duties will include;

* Financial due diligence of new target investments
* Financial appraisal of target investments
* Tax structuring of investments and holding structures
* Optimising investment structures for shareholder cash extraction
* Active role in developing strategies to optimise returns from existing assets and investment opportunities
* Business partnering to the wider business, providing financial expertise, review and structuring advice to the deal teams, liaising with tax and accounting and financial advisers as necessary
* Review of funds flow for new acquisitions
* Review and interrogation of financial models

The ideal candidate will be ACA or CTA qualified, ideally with CFA as well. They are looking for an individual with 3+ years PQE who has experience of alternative fund structures from a tax perspective.

Remuneration will be in the region of £80,000 to £90,000.

A role in this team will expose you to a fast pace and dynamic working environment and the opportunity to contribute to high-profile transactions with direct exposure to the board.

Please apply directly or contact harris.asher@markssattin.com for more information.