Analyst- Tax ops

Position Overview

ABOUT APOLLO

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform expectations

Challenge Convention

Champion Opportunity

Lead responsibly

Drive collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

COMPANY:

As one of the world’s largest alternative investment managers, Apollo manages capital for hundreds of fund investors in dozens of countries, including some of the most sophisticated institutional allocators of capital. Pension funds, sovereign wealth funds, university endowments, charitable foundations, financial institutions, and family offices alike rely on Apollo to deliver differentiated long-term investment performance.

POSITION OVERVIEW:

At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to uncommon opportunities. Our fast-growing international business has total assets under management of over $630 billion, with a team of over 2,700 professionals located in 16 offices around the world.

Apollo’s 50+ person tax team is currently split between the United States, United Kingdom, Hong Kong and India, and collectively covers all aspects of taxation covering matters pertaining to Apollo’s group structure, funds, investments, employees and partners.

This role is for Tax Analyst, responsible for supporting Apollo in meeting obligations related to counterparty tax requirements and onboarding with various custodial banks Apollo maintains relationships with. Additionally, this role will coordinate with leadership within tax operations team and various business segments to design and execute processes and systems to support account-level data management, form expiration and management, and foreign tax documentation management.

The position offers excellent opportunities for tax and technology integration, coordination across internal and external stakeholders.

PRIMARY RESPONSIBILITIES:

• Understand the fields represented on, and creation of, IRS Withholding Certificates (W-9, W-8BEN, W-8BEN-E, W-8EXP, W-8ECI, W-8IMY structures and CRS).

• Support FATCA and CRS filings for Legal Entities.

• Managing data, identifying the gaps in the current data management and pro-actively addressing data issues when identified.

• Maintain accuracy in inputting data in Apollo systems and keep track of the same with proper data governance.

• Support new entity onboarding and management by completing necessary documentation.

• The individual should be capable of taking ownership of the task in hand and deliver updates on time-to-time basis.

Qualifications & Experience

1 to 3 years of relevant experience working in a similar profile, preferably at a large-multinational financial services institution.

• MBA with Finance background or other related Finance master's degree.

• Experience using Alteryx and Salesforce would be an added advantage.

• Proficient in the Microsoft Suite (Word, Excel, PowerPoint)

• Excellent English proficiency

• The individual should be willing to get hands on with Apollo technology, to include platforms such as Salesforce and ServiceNow, should evaluate existing procedures critically and identify ways to improve via process enhancement with technology support.

• Individual must be collaborative to effectively team/liaise with colleagues as well as able to work independently.

• Excellent organizational skills and interpersonal skills is important.

• Role requires individual to be nimble and flexible to balance multiple tasks simultaneously and to have the ability to take on a task and "run with it" to conclusion.

• Individual should have good communication skills and ability to interact with multiple stakeholders across various time zones.

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.

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