Job description

Performance Assurance Senior Associates - Asset & Wealth Management

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Line of service
Senior Associates
Assurance - Risk Assurance - Performance
Asset management
Position type
Full Time
Job ID

Job description

About the team

PwC’s Asset & Wealth Management Performance Assurance team provides a range of high quality services to top tier clients. We work with companies to provide comfort and assurance over the non-financial information they provide to their management, customers and regulators.
We provide assurance services in the following areas:

  • Process, risk and controls advisory and reporting;

  • Corporate responsibility and sustainability reporting;

  • Controls due diligence

  • Investment performance verification; and

  • Regulatory assurance.

We are growing team with a strong presence in the asset and wealth management market, providing services to many of the world's top asset management firms.

About the role

This role will see you working on a variety of challenging, career-advancing risk, controls and non-audit assurance assignments. You will work with a wide range of financial services clients, from boutique asset managers to world leading organisations. You’ll be constantly learning, and your ideas will be welcomed in an atmosphere of collaboration and teamwork. In your role you will gain exposure to senior management throughout the business, while yourself being responsible for supervising and coaching junior colleagues.

  • Controls Reporting: Provide independent assurance on clients’ internal & outsourced controls.

  • Corporate Responsibility & Sustainability (CSR): Provide internal and external stakeholders with comfort over a client’s corporate responsibility and sustainability measures. PwC is the leading firm in CSR reporting in the UK, providing assurance opinions on 17 of the FTSE 100 CSR reports.

  • Investment Performance Measurement. Verification of the presentation Investment management firms’ historical data on investment performance in accordance with recognised international standards such as GIPS®.

  • Regulatory Assurance: Work with clients to help them report with confidence to stakeholders on their systems for compliance with regulation.


Essential skills and experience

  • Degree level in Mathematics or Accounting, CSR, Land or Social Science OR have attained the ACA qualification or equivalent

  • Experience of the UK Financial Services industry

  • External auditing experience, including evaluating controls over financial and/or operational processes

  • Supervision/coaching of junior members of staff

  • Strong written and verbal communication skills

  • Client handling and relationship management skills

  • Strong project management and analytical skills

  • Flexibility to travel to some extent in the UK and overseas

  • Experience of developing strong relationships with client and internal stakeholders

Desirable skills:

  • Knowledge of relevant industry standards, e.g. ISAE 3402, SSAE 18, AAF 01/06, GIPS®, SOC1, SOC2, CASS rules.

Salary: Competitive

Closing Date: 27th March 2018



Assurance is a dynamic place to be right now, and the variety of opportunities on offer is unprecedented. It’s work that really does matter. It matters for businesses, governments and society at large. Our team provides confidence on the most complex decisions companies have to take and this provides a wealth of opportunities to everyone who joins us and works with us.

The skills we look for in future employees

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, ‘The PwC Professional’ and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships.

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We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool, as well as those who reflect the diverse nature of our society. And we aim to encourage a culture where people can be themselves and be valued for their strengths. Creating value through diversity is what makes us strong as a business and as an organisation with an increasingly agile workforce, we're open to flexible working arrangements where appropriate.

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