Performance Assurance Manager - Asset & Wealth Management
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
We are growing team with a strong presence in the asset management market, providing services to many of the UK'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’s 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 in the UK is the leading firm in CSR reporting in the UK, providing assurance opinions on 17 of the FTSE 100 CSR reports.
Investment Performance Measurement. Calculate and present 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 compliance with regulation and their controls over the management of regulatory data.
Essential skills and experience
Experience of the UK Financial Services industry
Testing of processes and controls such as review and recommend including the evaluation of design and operating effectiveness of controls
Ability to challenge and escalate issues effectively
Managing teams of 3 people or more
Ability to delegate tasks to more junior members of staff providing supervision and coaching
Writing skills to summarise work and report to senior management level
Client handling and relationship management skills
Experience of developing strong relationships with clients and / or internal stakeholders
Strong project management and analytical skills
Ability to budget and manage project finances
Ability to work across multiple projects, prioritise and manage time effectively
Experience of working in the Asset Management industry include Alternative Asset Managers such as Private Equity, Funds or Real Estate
Internal and / or external audit experience
Ability to prepare risk assessments or risk management framework
Understanding of operational and information technology related processes and controls
Degree level and/or have attained an ACA qualification or equivalent
Knowledge of relevant industry control standards, e.g. ISAE 3402, SSAE 18, AAF 01/06, SOC1, SOC2
Experience of Performance Track Record (e.g. GIPS®) or sustainability assurance reporting
Experience of operational due diligence work