Annelies Bonello

Senior Vice President - Alternative Investments Tax

Professional Overview

Annelies Bonello is a seasoned finance professional with over a decade of experience in alternative investments tax. As the Senior Vice President of Alternative Investments Tax at Jefferies, she leverages her deep industry expertise to provide strategic tax advisory services to a diverse client base, with a particular focus on hedge funds, private equity firms, and other alternative asset managers.

Experience Summary

Current Role

In her current role as Senior Vice President of Alternative Investments Tax at Jefferies, Annelies is responsible for leading a team of tax specialists in providing comprehensive tax planning, compliance, and advisory services to the firm's alternative investment clients. She works closely with clients to optimize their tax structures, navigate complex regulatory environments, and identify opportunities for tax-efficient strategies. Annelies' leadership and technical expertise have been instrumental in driving the growth and success of Jefferies' alternative investments tax practice.

Career Progression

Prior to her current role, Annelies held progressive positions at Jefferies, serving as Vice President and Assistant Vice President of Alternative Investments Tax. She began her career at EY, where she gained valuable experience as a Tax Senior and Tax Intern, contributing to the firm's client engagements and deepening her understanding of the tax implications in the alternative investments space.

Academic Background

Annelies holds a Bachelor's degree in Accounting from a leading university, where she graduated with distinction. Her academic achievements and strong foundation in accounting and finance have been instrumental in shaping her successful career in the industry.

Areas of Expertise

• Alternative investments tax planning and compliance

• Hedge fund and private equity fund structuring

• International tax advisory for cross-border transactions

• Tax-efficient investment strategies

• Tax risk management and advisory

• Team leadership and client relationship management

Professional Impact

Annelies is recognized as a subject matter expert in alternative investments tax, frequently contributing to industry publications and speaking at prominent industry events. Her strategic insights and innovative approaches have helped clients optimize their tax positions, improve operational efficiency, and enhance overall investment outcomes. Annelies' leadership and collaborative approach have been instrumental in fostering strong client relationships and driving the continued growth and success of Jefferies' alternative investments tax practice.

Conclusion

With her extensive experience, deep industry knowledge, and proven track record of delivering transformative tax solutions, Annelies Bonello is a valuable asset to Jefferies and its alternative investment clients. Her commitment to excellence, coupled with her strategic mindset and exceptional client service, position her as a trusted advisor in the dynamic and ever-evolving alternative investments landscape.