About the role
FinEx AI summary
The Structured Investing Group within Asset & Wealth Management originates, structures, and executes transactions affecting tax, regulatory, accounting, and funding outcomes. Responsibilities include supporting structured funding, modeling financial statement impacts, preparing stakeholder presentations, coordinating governance, and working with advisers on documentation.
Core skills
Structured investingTax structuringRegulatory structuringAccountingFundingFinancial modeling