Portfolio Analyst - Tax Equity Financial Modeling

Posted 5 Days Ago
Be an Early Applicant
New York, NY
84K-110K Annually
Junior
Financial Services
The Role
The Portfolio Analyst is responsible for preparing and reviewing international tax planning documents, researching tax issues, and assisting clients with compliance and consulting services. Key tasks include creating detailed financial models, supervising tax form preparation, and presenting findings to clients. The role emphasizes teamwork, communication, and technical writing skills, as well as a thorough understanding of tax regulations.
Summary Generated by Built In

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Portfolio Analyst is responsible for preparation and review of international tax planning documents and presentations, researching tax issues, responding to client requests, reviewing certain international tax compliance, and other special tax projects. This includes performing and supervising such tasks as researching tax law, documenting planning ideas, and completing detailed models and calculations.  This is a unique opportunity to be exposed to many different areas of international income tax and gain experience in both compliance and consulting.

Duties and Responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team experience.
  • Assists Manager in developing project work plans and scheduling associated project deliverables.
  • Supervises the preparation of international tax forms and other compliance projects.

Client:

  • Assists Manager in preparing client presentations for proposals, planning strategies, and ideas.
  • Responds to client requests and corresponds with clients to meet deliverables.
  • Travels to client locations to review, gather, and copy tax returns, financial statements, work papers, tax studies, and other documentation to use in compliance and consulting services.

Value:

  • Prepares detailed models and spreadsheets to reflect proposed tax planning and expected costs and benefits.
  • Demonstrates ability to understand the Internal Revenue Code and Regulations for various tax issues; training provided.
  • Performs Internet research and technical writing to support tax positions.
  • Works with Transfer Pricing colleagues on all aspects of Transfer Pricing reports.
  • Prepares and reviews memoranda, and processes documentation and relevant reports for management’s review.
  • Performs other duties as assigned.

Education and Experience:

Bachelor's degree or Master's degree in Tax, Accounting, Economics or Finance and two to four years of experience in tax-related financial modeling, including creation and review. Must have excellent organization and time management skills, strong communication skills, and willingness to learn and be a team player.

Computer Skills:

To perform this job successfully, an individual must have beginner’s knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses:

Valid driver’s license required. 

Supervisory Responsibilities:

Requires limited supervisory responsibilities, including training peers and checking work for accuracy and completeness.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting while working at computer.
  • Occasional long periods of standing while copying.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
  • Independent travel requirement: 10 to 15%.

Compensation Disclosure:

The Company makes offers based on many factors, including qualifications and experience. Certain roles may be eligible for incentive compensation.

For candidates in New York, NY, the base salary hiring range is $83,500 - $110,000.

Equal Opportunity Employer: disability/veteran

Top Skills

Access
Excel
Microsoft Word
Outlook
PowerPoint
The Company
HQ: Indianapolis, IN
327 Employees
On-site Workplace
Year Founded: 1932

What We Do

The Federal Home Loan Bank of Indianapolis (FHLBank Indianapolis) is one of 11 independent regional cooperative banks across the U.S. We’re privately capitalized and owned by our member banks, credit unions, community development financial institutions (CDFIs), and insurers across Indiana and Michigan. As a cooperative, we pass our borrowing benefits in the global debt markets on to our members in the form of lower borrowing costs, which are subsequently passed on to consumers, businesses and communities.

Our core mission is to provide a reliable source of liquidity to member banks, credit unions, community development financial institutions, and insurance companies to support housing finance, asset-liability management, and community lending. We also help communities and families through grants and low-cost loans to our members that help support affordable housing and economic development initiatives.

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