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Senior Investment Management Reporting Lead

2 months ago

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 Role

We 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 responsible for managing a portfolio of clients and projects, providing expert advice on investor tax reporting, and overseeing the delivery of compliance and advisory services.

The successful candidate will have a deep understanding of investor tax reporting regulations and experience working with financial institutions or accounting firms. You will also have excellent communication and leadership skills, as well as the ability to work effectively in a team environment.

Key Responsibilities
  • Manage a portfolio of clients and projects, including investor tax reporting and compliance services.
  • Provide expert advice on investor tax reporting and related matters.
  • Oversee the delivery of compliance and advisory services to clients.
  • Develop and maintain strong relationships with clients and internal stakeholders.
  • Lead and manage junior staff members to ensure successful project delivery.
Requirements
  • 5+ years of experience in investment management reporting or a related field.
  • Strong knowledge of investor tax reporting regulations and requirements.
  • Experience working with financial institutions or accounting firms.
  • Excellent communication and leadership skills.
  • Ability to work effectively in a team environment.
What We Offer
  • A competitive salary of £60,000 - £80,000 per annum, depending on experience.
  • A comprehensive benefits package, including pension scheme, health insurance, and annual leave.
  • Opportunities for career development and growth within the firm.
  • A dynamic and supportive work environment.