Job details

Structurer, Tax Specialist

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Position Overview

The Principal, Product Structuring Specialist – Financial Modeling will join Apollo as part of the firm’s Product Development team within the Client & Product Solutions Group. This person will play a critical role in the continued development and expansion of Apollo’s product offerings across distribution channels, with a particular focus on Global Wealth. The individual’s primary focus will be on developing and maintaining financial models and related analysis to support product design and functionality. While the range of products and distribution channels will be broad over time, the expectation is that a significant emphasis will be placed on semi-liquid products (registered and unregistered) that are distributed globally through channels that include family office, private banks/wirehouses, RIAs, and independent broker dealers.

The ideal candidate will have a strong background in the accounting, tax and performance modeling aspects of product development and will combine that expertise with creativity and an ability to communicate complex concepts effectively. The individual will work with a range of groups and functions within Apollo, including senior management, sales, product management, portfolio management, tax, finance, operations, compliance and legal. The individual needs to have a highly collaborative approach and develop close relationships across the organization. This hire should thrive in a culture of innovation that is also driven by teamwork and group success.

The Principal will functionally report to Apollo’s Head of Enterprise Structuring, with a matrix to the Head of Product Development.

Qualifications & Experience

Qualifications for the successful candidate should include but not be limited to the following:

8+ years of total experience, much of which will have been within asset management and/or alternative asset management.
Experience in credit and private markets is preferred.
Extensive experience with tax/financial/performance modeling and related analysis for investment products.
Experience with the technical, legal, and regulatory frameworks around product design and structuring, including the Investment Company Act of 1940.
Experience working with a range of distribution channels, ideally with deep experience in the private wealth segment.
Exceptionally creative mind and ability/desire to conceive of and create new fund structures to provide broader distribution for a range of complex investment strategies.
Excellent analytical, written, verbal and project management skills, and the ability to work effectively independently, as a senior leader of a team, and broadly across the organization.
Ability and desire to work in a highly innovative, fast-paced setting that is consistently pursuing new and leading-edge solutions for the firm.
Very strong ability to lead cross-functional initiatives in a highly collaborative manner, always identifying and working well with a broad range of stakeholders.
Very strong cultural fit with the Apollo: highly collaborative, energetic, hands-on culture, and a desire to build, innovate, and have a real impact over time with the firm.
CPA required

SPECIAL SKILLS REQUIRED: (Computer skills, Software knowledge, Equipment experience…)

Proficient in Microsoft Excel, Word, PowerPoint, Outlook, & EDGAR / international financial filings

Pay Range

tbd

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

What You Should Know About Structurer, Tax Specialist, Athene

If you're a seasoned professional looking to innovate in the finance world, Apollo Global Management's opening for a Structurer, Tax Specialist in New York, New York, could be your next big adventure! In this role, you'll join the Product Development team within the Client & Product Solutions Group, focusing on expanding Apollo's diverse product offerings—particularly in the realm of semi-liquid investment products. Your primary responsibility will involve developing and maintaining financial models that support product design and functionality. With a strong emphasis on creativity, you'll need to craft unique fund structures to enhance distribution channels that include family offices, private banks, and more. Collaborating across various internal functions is key; you'll work closely with senior management, sales, portfolio management, and compliance teams to drive innovation. The ideal candidate will have a rich background in accounting, tax, and performance modeling while exhibiting excellent communication and analytical skills. If you thrive in a fast-paced environment and are passionate about providing innovative financial solutions, this could be the perfect role for you. Join a team driven by collaboration and a culture of success at Apollo, where you can truly make an impact in the world of finance.

Frequently Asked Questions (FAQs) for Structurer, Tax Specialist Role at Athene

What are the primary responsibilities of the Structurer, Tax Specialist at Apollo Global Management?

The Structurer, Tax Specialist at Apollo Global Management holds critical responsibilities that include developing financial models and analyses necessary for effective product design and functionality. This role emphasizes the creation of unique fund structures aimed at enhancing distribution across various channels, including family offices and private banks. Additionally, the role requires close collaboration with senior management, sales, product management, and compliance teams to innovate and expand Apollo's product offerings.