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Investor Reporting Team Lead

Salary Competitive
Type Permanent
Location Liverpool
Sectors UK & Regional
Finance & Accountancy
Job Reference UK01/SJH/25776
Contact Sam Havis
Date posted 12-04-2017

A leading financial services company is looking for a Team Lead to join their Client Processing team in Liverpool. The successful candidate will be responsible for the production of invester related reporting, including: Valuations, CTV, CGT, Cash statements etc.

Responsibilities will include:

Support clients with the administration and production of reporting.
Ensure reporting is distributed within regulatory and service level guidelines.
Manage the production of invester related reports: Capital gains tax, CTV, valuations, cash statements, contract notes and custody statements.
Prepare management information to represent the team's performance.
Plan for and participate in projects.
Communicate with internal departments, clients and 3rd party vendors.

Skills required:

Strong knowledge and experience of investor reporting
Strong knowledge of general tax land scape: month/quarter/year end reporting, dividend tax and CGT
Experience of managing a team
Competent user of Excel
Tax knowledge potentially demonstrated by an ATT qualification (not essential)

For more information, please contact:

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