Consultant, 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 Consultants support on fostering strong client relationships, and overseeing the efficient delivery of key aspects of client service.

As a Consultant 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

• 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
• 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
• 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 prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.