Consultant CLO TAx

Roles & responsibilities 
Understanding basics of tax regulations for Collateralized Loan Obligations (CLOs) and Mortgage-Backed Securities (MBS).
Work on engagements related to taxable income computations on structured products including calculation of various components of income and expense, such as original issue discount (OID), market discount and premium
Work with large sets of transaction data and identify improvements through resources such as Excel, VBA and Alteryx
Research and report on business concepts including accounting, finance, federal and some international income tax matters related to income recognition, expense deduction, debt instruments including discounts and premiums impacting various structured debt products and the entities holding and issuing these securities
Prepare client deliverables and working papers supporting our findings

Educational qualifications 
CA / CFA / MBA (Specialization in Finance & Investment Management)
Work experience
The candidate must have 3 to 5 years of working experience in securitization or structured finance roles
 

Mandatory  technical & functional skills
Basic understanding of securitization market, understanding of regulatory standards relating to structured products
Strong analytical/problem-solving skills, business writing/verbal communication skills
Strong attention to detail and the ability to multi-task many activities
Working knowledge of MS Office (MS Excel, MS Word, MS Power Point)
 

Preferred technical & functional skills 
Modeling skills using Excel
Use of Intex tool
 

Key behavioural attributes/requirements
Personal drive and positive attitude to deliver results within tight deadlines and in demanding situations
Good interpersonal skills to work effectively in a team and guide juniors whenever required