About this role

As a Mutual Fund & ETF Tax Analyst, you will support the tax operations, analysis, and reporting for mutual funds and exchange-traded funds. This role involves working with large datasets, performing reconciliations and tax calculations, and developing automated solutions to enhance accuracy and efficiency. You will leverage your analytical and technical skills in Excel, Power Query, SQL, and Python within an investment management setting.

What we are looking for

6

Support tax calculations and reporting for mutual funds and ETFs
Analyze investment income, capital gains, and other tax-related fund activity
Reconcile tax information across various data sources
Investigate and resolve data discrepancies
Develop automated solutions and exception-based reporting
Utilize advanced Excel, Power Query, SQL, and Python for data analysis

Skills mentioned

2

PythonSQL