Director, Private Wealth Planning and Strategy - London, United Kingdom - Cambridge Associates LLC

Description

THE OPPORTUNITY

As CA's Private Client Practice has grown over the years, so too has the need for strong internal resources in the structuring, regulatory and tax matters that are applicable to private clients and their investments.The Director of Private Wealth Planning and Strategy will work closely with our Head of Private Wealth Strategy and Planning to recommend and disseminate structuring and tax strategy knowledge with respect to investing on behalf of private clients.

RESPONSIBILITIES

·Generally, in conjunction with the Head of Private Client Wealth Strategy and Planning, work with investment teams, as well as colleagues in Research, Business Development, Legal, and Operations, to serve as an internal and external resource in matters relating to structuring, tax (including income tax, transfer tax, and international/cross-border tax), securities regulation, investment vehicle selection, and compliance

·Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to CA clients across Europe (including but not limited to: Austria, Belgium, Channel Islands, Germany, Italy, Luxembourg, the Netherlands, Switzerland, UK)

·Partner with investment teams and others to ensure thorough understanding of tax, vehicle, regulatory and similar considerations when onboarding and serving new and existing clients

·Provide education to clients and their advisors on the potential benefits and challenges of various investment vehicles to support alignment with CA guided portfolios which typically include substantive allocations to illiquid strategies (private equity, venture capital, private credit, real assets, hedge funds etc.)

·Partner with research teams and others to obtain, summarize, and disseminate helpful tax, vehicle and regulatory information regarding specific investment strategies, managers, and funds

·Support the development of publications and other client-ready materials outlining CA's perspective on tax and similar matters impacting private clients and their investments, as well as client and other external presentations

·In conjunction with investment teams and others, serve as an external resource for clients and their advisors, as circumstances and client needs warrant, and participate in business development efforts including attending and presenting at external conferences

QUALIFICATIONS

·At least 5 years experience as a tax, investment, securities, and/or funds attorney (or as an attorney in trusts and estates or other fields, but with substantial exposure to tax, investment, securities, or fund matters) or in investment, trust services or fund operations with experience supporting AIF or related structures, plus strong ability to acquire and develop additional knowledge and expertise in these areas and in investment areas, as needed

·Ability to work, communicate, and interact with colleagues and external contacts in an effective and professional manner

·Ability to assume responsibility for multiple projects and resolve them effectively with minimal supervision

·Ability to deal discretely with sensitive, confidential information concerning clients and corporate affairs

·Strong writing and research skills and attention to detail

Please submit cover letter and resume for consideration