Current jobs related to Associate Director, Investment Management Reporting - Edinburgh, Edinburgh - Deloitte LLP


  • Edinburgh, Edinburgh, United Kingdom Deloitte LLP Full time

    Job Role: Associate Director, Investment Management ReportingAt Deloitte LLP, we are seeking an experienced Associate Director to join our Investment Management Reporting team.Key Responsibilities:Lead the development of existing client relationships and cultivate new relationships based on referrals from other parts of the UK and global business.Support...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    Job DescriptionJob Title: Associate Financial Planning DirectorReports to: Private Client DirectorKey Responsibilities:Client Relationships: Maintain and develop strong relationships with existing clients, providing exceptional service and identifying opportunities for growth.Financial Planning: Support the development of comprehensive financial plans that...


  • Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time

    At ENGINEERINGUK, we are seeking a Senior Investment Reporting Director to join our Client Experience Reporting Solutions team. In this role, you will be responsible for overseeing key monthly and quarterly reporting cycles for clients across Europe, Middle East and Africa. This includes ensuring seamless integration of client change events into client...


  • Edinburgh, Edinburgh, United Kingdom Schroders Full time

    About SchrodersWe are a global investment manager helping institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.Job OverviewWe have an exciting opportunity for an Investment Management Associate to join our Wealth Management division known as Cazenove Capital. As...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...


  • Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Embracing a mission-driven approach, we're seeking a seasoned investment leader to spearhead investments that drive sustainable community growth across Scotland.About the RoleThis exciting opportunity within our Investment Origination team requires an experienced professional with a proven track record in place-based investments. You'll collaborate closely...


  • Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Job OverviewWe are seeking an experienced Investment Director to lead our investment efforts in Scotland's vibrant communities, driving economic resilience and social wellbeing.This role is a key part of our Investment Origination team, working closely with the Director – Market Creation (Place) to structure, negotiate, and execute impactful investments...

  • Investment Specialist

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Aberdeen Asset Management group Full time

    Role OverviewAberdeen Asset Management group is seeking a skilled Investment Specialist to join our team. As an Associate Investment Analyst, you will play a key role in supporting our Investment Specialists in Fixed Income, including Public and Private Credit, and Emerging Market Debt.Key ResponsibilitiesSupport Investment Specialists in preparing messaging...


  • Edinburgh, Edinburgh, United Kingdom Blackrock, Inc. Full time

    About this roleAssociate, Investment Accounting Migrations Specialist:We are seeking a highly skilled Investment Accounting professional to join our team as an Associate, Investment Accounting Migrations Specialist. As a key member of our Investment Accounting Group, you will be responsible for supporting our investment accounting platform migrations team,...


  • Edinburgh, Edinburgh, United Kingdom Deloitte LLP Full time

    Deloitte LLP is a global leader in professional services, and we are currently seeking an experienced Senior Investment Management Reporting Lead to join our team.About the RoleWe are looking for a highly skilled and motivated individual to lead our investment management reporting team. As a Senior Investment Management Reporting Lead, you will be...


  • Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    We are seeking a highly experienced Investment Director to lead investments aligned with our Place Mission. In this senior role, you will drive projects across Scotland that contribute to vibrant, sustainable communities.The Scottish National Investment Bank is looking for a passionate leader who can structure, negotiate, and execute impactful investments...


  • Edinburgh, Edinburgh, United Kingdom Deloitte LLP Full time

    About the Job:We are seeking an experienced Investment Reporting Manager to join our Financial Services team in Edinburgh, Glasgow or London. As a key member of our team, you will be responsible for managing a portfolio of clients and projects, ensuring timely delivery of investor tax reporting services and maintaining high levels of client satisfaction.We...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Consultant to join our team. As a key member of our Client Relationship Team, you will play a critical role in supporting our team to achieve business objectives and drive growth.ResponsibilitiesSupport Private Client Directors in achieving financial, strategic, and...


  • Edinburgh, Edinburgh, United Kingdom Aberdeen Standard Investments Full time

    About the RoleAt Aberdeen Standard Investments, we empower clients worldwide to make informed investment decisions. As the Associate Investment Specialist, you will play a vital role in supporting our Investment Specialist activity across Fixed Income, including Public and Private Credit, and Emerging Market Debt.Key ResponsibilitiesYou will collaborate with...


  • Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time

    Cazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.About Cazenove CapitalWe are one of the largest...


  • Edinburgh, Edinburgh, United Kingdom abrdn Asia Limited Full time

    About the RoleThe Quantitative Investment Director will lead the development and management of multifactor detailed equity strategies, reporting directly to the Head of Detailed Index Solutions.This role offers an exceptional opportunity to implement, improve, and evolve investment processes within a world-class team.Manage funds using an established...


  • Edinburgh, Edinburgh, United Kingdom abrdn Asia Limited Full time

    About the Role:At abrdn, our purpose is to enable our clients to be better investors. We are seeking an experienced Investment Director - Quantitative Solutions to join our Quantitative Index Solutions (QIS) team.Key Responsibilities:• Manage funds using an established investment process and platform in line with client requirements.• Regular portfolio...


  • Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    The Scottish National Investment Bank is seeking an experienced and passionate investment leader to drive projects across Scotland that contribute to vibrant, sustainable communities.About the Role:In this senior position, you'll lead investments aligned with our Place Mission, focusing on sectors such as affordable housing, community regeneration,...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...


  • Edinburgh, Edinburgh, United Kingdom Lloyds Bank plc Full time

    Join the Transformation Journey in Group Corporate Treasury and InvestmentsA dynamic opportunity has emerged within the Lloyds Banking Group's Finance community, specifically within Group Finance Support (GFS), a key function that drives financial reporting, control, people, and culture initiatives. The team comprises 30 finance professionals, partnering...

Associate Director, Investment Management Reporting

1 month ago


Edinburgh, Edinburgh, United Kingdom Deloitte LLP Full time
Job Description

Deloitte LLP is seeking an experienced Associate Director to join our Investment Management Reporting team. As a key member of our team, you will be responsible for fostering strong client relationships and overseeing the efficient delivery of key aspects of client service.

Key Responsibilities:
  • Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
  • Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members.


Requirements:
  • UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm.
  • Knowledge of typical fund structures and the investor reporting implications associated.
  • The desire and motivation to advance your career in financial services.
  • The ability to manage a portfolio of clients and projects as well as managing junior staff.
  • The ability to work closely with clients, applying practical and commercial concepts to technical work.
  • The ability to work in a team.
  • Strong communication and written skills.
  • The desire to be challenged and stretched.


About Deloitte LLP

Deloitte LLP is a leading professional services firm that provides audit, tax, consulting, and financial advisory services to a wide range of clients. We are committed to helping our clients succeed and grow, while also making a positive impact on society. Our team of experienced professionals is dedicated to delivering high-quality services and building long-term relationships with our clients.

Why Join Deloitte LLP?

Deloitte LLP offers a dynamic and supportive work environment that allows our professionals to grow and develop their skills. We are committed to diversity and inclusion, and we strive to create a workplace that is welcoming and inclusive for all. Our benefits package includes a competitive salary, comprehensive health insurance, and a range of other perks and benefits. We also offer opportunities for professional development and career advancement, as well as a range of employee recognition and reward programs.

How to Apply

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you.