Associate Director, Investment Management Reporting

The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments.

We work with the world's leading investment managers across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, hedge funds, large institutional investors, and custodians. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks.

Deloitte's Investment Management Reporting Group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. This enables us to provide our clients with comprehensive compliance and Advisory services.

We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities.

You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis.

Connect to your opportunity

Our Associate Directors take the lead on fostering strong client relationships and overseeing the efficient delivery of key aspects of client service.

As an Associate Director you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients.

You will own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge.

You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism.

Key accountabilities include:

• 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. Work would include:
  • Completion of investor tax reporting
  • Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges
  • Ad hoc advisory projects in relation to investor reporting
  • Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements
  • Having input into client events on both an account and wider team level basis

Connect to your skills and professional experience

• 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
• ACA/CTA or equivalent qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous

Our hybrid working policy

You'll be based in Glasgow or London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritize your wellbeing.

Connect to your return to work opportunity

Are you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application.

Our commitment to you

Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers