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Investment Officer

Miami, FL Area Jobs   Miami, FL   Full-time     Finance
Posted on May 10, 2020
Foreign Investment Officer (Coral Gables, FL) Analyze fin'l & investment structures for int'l clients. Prep legal docs, such as, offering memorandums for new debt issuance, pricing supplements, paying agent letters. Analyze foreign tax compliance. Prep & review tax forms, such as 1099, 1042, w8, w9ben. Review & make recommendations to non-discretionary advisory agreements, safekeeping investment agreements, master repurchase agreement forms, to abide w/ current securities regulations. Ensure clients' tax forms are updated & communicate w/ clients. Reqs Master of Laws Deg., + 2 yrs exp. Send resumes to: Fabricio C. Macastropa, Sunstate Bank, 2901 S. Le Jeune Rd, Coral Gables, FL 33134.