Senior Associate Investor Reporting
Core
Assist clients in developing tax reporting strategies and maintaining compliance with tax regulations for investment funds (UCITS and Alternatives), analyzing financial data and interpreting tax laws to optimize tax positions.
Role type
Senior Associate Investor Reporting (Tax)
Builds
Investor tax and regulatory reports for investment funds
Domain
Banking & Finance / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax legislation knowledge, International tax expertise, Investment fund accounting, Regulatory reporting (UCITS, AIFMD, Solvency II, SFDR), Financial data analysis, Tax compliance, Client advisory, Team management
Preferred skills
Data automation, Agentic AI, German or French language proficiency
Technologies
Microsoft Office, Data automation tools, AI-powered solutions
Responsibilities
Prepare and review investor tax and regulatory reporting for investment funds; Analyze investment fund accounting information and calculate tax figures; Collaborate on digital transformation of reporting processes; Address client tax queries across international frameworks; Work with Asset Management network; Manage and support junior collaborators
Seniority
Senior, hands-on IC with team management