Real Asset Financial Operations Assistant Director

Position Summary  

A Japanese Investment Management Firm is seeking an Assistant Director to support tax related  analysis for fund of funds and tax due diligence for real estate and infrastructure investee funds. The  ideal candidate will have a solid understanding of tax benefits and regulations of offshore structures and  corresponding tax structural efficiency on investee fund level. Also, broader understanding of audit/  accounting and regulatory compliance of offshore fund of funds will facilitate functions of this role well.  The position is based in New York. 

Our firm is an investment management subsidiary of Major Insurance Company in Japan focused on  managing foreign investments for the general account. We are one of the  largest insurance companies globally with over $600 billion of assets.  

Essential Duties/Function:  

• Support structuring tax efficient fund of funds structure for investors by applying tax knowledge  and consulting with external tax professionals. 

• Support the tax due diligence of fund investments by analyzing fund structure and confirming compatibility of holding fund of funds tax structure efficiency with consultation of external tax  specialist analysis reports. 

• Apply broad and in-depth knowledge of tax regulation, monitor the change of tax regulation and  trend of FOFs structure in consultation with external professionals, and periodically advise team  members and investors. 

• Ensure compliance with appropriate regulatory, financial and tax reporting requirements;  monitor current industry issues and support to keep investors informed of changing guidelines  to minimize risk. 

• Facilitate tax filing/ financial statement audit for fund of funds by corresponding with external  tax filler/ auditor and administrator. 

• Assure validity of the accounting/tax principles applied within the portfolio; research and  resolve complex issues. 

• Communicate with investors and administrator/ General Partner and negotiate with  administrator/ General Partner on relevant matters including tax, accounting, compliance, and  regulatory matters. 


• Strong academic background including Bachelor’s Degree in Accounting or Finance preferred. 

• Either or both of following experiences are preferred. 

– 5-8 + years’ experience in real estate and/ or infrastructure fund structuring experience to  pursue tax efficient structure based on investor’s tax situation. Offshore fund related regulation  and requirement knowledge is preferred. 

– 5-8 + years’ experience in tax and legal due diligence on real estate and/ or infrastructure funds. • Experience in real estate and/ or infrastructure fund tax and accounting or related field is a plus.

• A professional, flexible team player capable and willing to assume a wide variety of tasks with  ability to adapt to change. 

• Organized and able to follow up on multiple tasks without direction; strong attention to detail  and accuracy. 

• Experience and professional manner in interacting directly in-person with senior members of  investment community.  

• Strong command of MS Office software, including advanced Excel skills.  • Proficiency (excellent organizational, business writing and verbal communication skills) in  English is required and also in Japanese is a plus. 


Looking for candidates?
Get in touch with us!

A-Staffing, Inc.

Our Social Media

Ⓒ 2020 A-Staffing, Inc.