FATCA-CRS Reporting Lead

Glasgow, United Kingdom; Glasgow; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution in Glasgow seeks a FATCA-CRS Reporting Lead. This role involves ensuring accurate FATCA and CRS reporting and overseeing transaction management in compliance with regulations. Candidates should possess strong analytical skills and excel in stakeholder engagement within a complex reporting environment. Additional knowledge in regulatory standards and data sourcing using SQL or Python is highly valued. The position emphasizes operational excellence and collaboration across various business functions.

Qualifications

• Highly proficient in Microsoft 365, particularly Excel.
• Strong data analytical skillset.
• Excellent interpersonal and stakeholder management abilities.

Responsibilities

• Support day-to-day Private Bank and Wealth Management initiatives.
• Identify areas for improvement in processes.
• Development of reports and presentations on performance.
• Act as a key liaison across multiple business areas.

Skills

Highly proficient in Microsoft 365, particularly Excel

Strong data analytical skillset

Excellent interpersonal and stakeholder management abilities

Education

Knowledge of FATCA-CRS legislation

Proficiency in SQL or Python

Awareness of Agile or Lean Six Sigma methodologies

Job description

FATCA-CRS Reporting Lead

Barclays Glasgow, United Kingdom

Job Description

To support PBWM with day‑to‑day processing, reviewing, reporting, and issue resolution.

Accountabilities

• Support with day‑to‑day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc) to solve problems creatively and effectively.
• Communicate complex information. "Complex" information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.

Join us at Barclays as a FATCA‑CRS & Transaction Reporting Lead. In this role, you'll ensure accurate and compliant FATCA & CRS reporting while managing additional MiFID & EMIR Transaction Reporting Exception Management responsibilities. Acting as a key liaison across multiple business areas, you'll combine strong analytical skills with stakeholder engagement to maintain regulatory standards and deliver high‑quality oversight in a niche, non‑production environment.

To be successful as a FATCA‑CRS Reporting Lead, you should have:

• Highly proficient in Microsoft 365, particularly Excel.
• Strong data analytical skillset.
• Excellent interpersonal and stakeholder management abilities.

Some other highly valued skills may include:

• Knowledge of FATCA‑CRS legislation and awareness of MiFID & EMIR regulatory reporting standard.
• Proficiency in SQL or Python to source data from multiple sources.
• Awareness of Agile or Lean Six Sigma methodologies.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job‑specific technical skills.

This role is based in Glasgow.