Investment Associate

We are looking for an investment associate (3-5 years PQE) to support asset management activity of the firm.

Duties and Responsibilities:

• Co-ordination of external providers on issues related to dealing with international banks, EU and Russian regulators regarding to frozen Russian securities and settlements on coupons and dividends;
• Advising on tax consequences related to the transactions with securities (sale and purchase, receipt of coupon / dividend / capital gain income);
• Communication with brokers in terms of correct calculation and payment of taxes in relation to transactions with securities, arranging return of taxes paid in excess;
• Communication with the brokers and service providers in terms of unblocking the securities blocked due to sanctions and proceeds from such securities;
• Arranging the transactions with securities held by the clients on custody accounts (e.g. transfers between the accounts, gift to relatives, and etc.);
• Opening of bank and custody accounts;
• Review of legal documents from funds and SPVs of external asset managers to be included in investment portfolio. Usually funds are registered in Cayman, Guernsey, Delaware;
• Co-ordination of external legal providers on issues related to restructuring and liquidation of external funds in portfolio (Cayman);
• Review and drafting of NDA, agency and consultancy agreements related to M&A advisory;
• Participation in review and preparation of materials for marketing and web site.

Requirements:

• Work experience with broker or investment bank dealing with international markets;
• Good knowledge of depositary and security settlements;
• Good knowledge of sanction and currency control regulation;
• Experience in real estate and private equity deals is a plus.

Our advantages:

• Work in one of the best multifamily offices;
• Opportunity to develop “own brand” (publications, conferences, etc.);
• Transparent and clear KPI system;
• Professional education;
• Insurance with dental coverage;
• Corporate mobile;
• Office in BC “White Stone”, 1 minute from “Belorusskaya” station;
• Hybrid type of work (4+1).