Manager - Investments Services Regulatory Compliance jobs at Ey in Malta

As a Senior Tax Staff, you will be a part of our Global Compliance and Reporting Group (GCR). Our

Your key responsibilities

Your role as a Tax Services Senior will give you the opportunity to combine corporate tax work with structured and virtual learning. You will have the opportunity to combine tax engagements with structured learning. You’ll get experience in tax compliance, tax accrual review, calculating income tax provision and tax planning. Our people focus on the main issues affecting our clients, paying particular attention to the implementation of tax strategies aligned with their business objectives.

Skills and attributes for success

• Contribute to client satisfaction by providing clients with quality, timely and responsive services and work products.
• Demonstrate an understanding of increasingly complex tax concepts.
• Discuss moderately complex tax issues with the engagement team and client management.
• Keep informed of current tax developments and effectively apply tax knowledge to client situations.
• Thoroughly and accurately analyze information.
• Prepare practical and effective approaches to the client's tax situation and arrive at appropriate conclusions.
• Share tax planning ideas with others.
• Participate in and contribute to achieving team goals.
• Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas.
• This role involves interaction with clients operating nationally and globally where fluency in French and English is required. Bilingualism in both French and English is therefore a requirement of this role.

To qualify for the role you must have

• Bachelor's degree, preferably with an emphasis in accounting, finance, or a related field
• Accounting designation or Masters’ degree
• Experienced Senior- Minimum of 3 years of relevant CDN Corporate tax experience or equivalent experience in business or industry.
• Broad exposure to corporate income taxation
• Ability to research and write utilizing electronic tax tools
• Excellent managerial, organizational, and verbal/written communication skills

Ideally, you’ll also have

• Mature mindset, proactive and committed, highly motivated driven team player

What we look for

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Support and coaching from some of the most engaging colleagues in the industry
• Learning opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you
  

You’ll be supporting our business assisting with various administrative tasks. This will mean working hand-in-hand with professionals and playing an integral part in the success of our organisation.

Your responsibilities

You will be responsible for providing a range of support services including but not limited to:

• Provide secretarial and administrative support
• Providing assistance with client acceptance onboarding and compliance
• Ongoing billing of clients and any necessary follow up
• Working on EY systems to set up and manage clients
• Carrying out any required secretarial duties as delegated by management.

What are we looking for?

• 2 years’ experience in a similar role
• The ideal candidate must possess knowledge of KYC & Client onboarding rules
• The ability to read, speak and write effectively in English
• IT literate with touch typing skills
• Excellent working knowledge of Microsoft tools
• Problem solving approach
• An analytical mind-set and a hard-working attitude
• Reliability and trustworthiness
• The desire to work as part of a team

What we offer

EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets.

Your key responsibilities

Our core work is focused on financial services regulatory compliance in all sectors mainly Banking (credit and financial institutions), Insurance and Wealth & Asset Management.

You will have a key role in:

• Executing project work
• Writing reports that set out our findings and recommendations
• Performing industry and company research

• Building client relationships
• Supporting with client proposals and pitches
• Work with other EY service teams, both locally and globally

What are we looking for?

• Banking and finance, chartered / certified accountant, or financial services qualification from a reputable professional or tertiary education institution (at least MQF Level 6 or higher)
• Excellent analytical skills and attention to detail

• At least 2 years of relevant experience working, ideally in the financial services industry.

Responsibilities

• Leading the day to day delivery on client engagement projects to maintain quality and our promise for exceptional service delivery to all our clients;
• Preparation of high-quality client deliverables including (but not limited to) technical accounting analysis papers, IFRSs compliant financial statements, project reports, special purpose financial information, accounting policies documentation;
• Leading consultations and research in line with agreed engagement execution plans to support deliverables to our clients;
• Presentation of the work results to senior team members or clients in a clear and concise manner;
• Client management and liaison with senior client stakeholders with a view to build strong working relationships with our clients;
• Managing performance of junior team members through on the job coaching, mentoring and providing constructive and timely performance feedback;
• Liaison with other EY teams and Service lines, if necessary, to ensure seamless solutions to our clients.

Skills

• Strong analytical and problem-solving skills with an execution focus displaying a strong commercial awareness and client orientation;
• Ability to independently research and resolve emerging client issues, including regulations, industry practices and new technologies;
• Good communication and presentation skills of complex topics;
• Strong interpersonal skills and ability to work effectively in teams, guiding more junior members of staff and influencing senior team members;
• Ability to work with multi-disciplinary teams, mentoring and improving a team of high-performing colleagues
• Assertive and proactive approach to the delivery/implementation of projects demonstrating strong ownership and autonomy
• Ability to network effectively within large organisations and build effective relationships
• Fluent in English

Qualifications and Experience

• Accountancy qualified (ACCA or equivalent);
• A minimum of 7 years post qualified experience;
• Deep understanding of IFRS including experience in the implementation of IFRS 9, 15 and 16;
• Proven ability to work on complex accounting issues and ability to clearly articulate the advice in written technical accounting papers;
• Experience in leading the planning, execution and reporting on engagements.
• Previous experience at Senior Manager level is considered an asset.

We work across various sectors and operate in a broad range of disciplines including:

• M&A and fundraising valuation diligence
• Financial modelling for M&A and market entry
• Valuation for financial reporting
• Financial modelling for business forecasting and planning
• Data analytics and visualization
• Other, bespoke model development

Your key responsibilities

• Have a primary focus on valuation and financial modelling to deliver projects for our clients
• Advise clients on M&A deals and strategic corporate finance issues
• Create and present insightful and compelling management presentations and valuation reports
• Use data analysis to address complex corporate finance and strategy problems
• Lead and be a part of project teams comprising of colleagues from different competencies (Strategy, Transaction Strategy Execution, Transaction Diligence, Business Consulting)
• Build strong working relationships with senior clients, including influence, advice and support to key decision makers
• As part of your career development, you will: lead sales opportunities with senior team members and clients; lead preparing proposal documents; be supported in building client relationships at all levels.
• You will be expected to be innovative and insightful in considering industry trends and potential disruptions.

Skills and attributes for success

• Strong valuation and financial modelling skills with proven ability to deliver business valuations and create robust and flexible financial models
• Commercial mindset
• Critical thinking, combined with strong numerical and analytical skills
• Strong interpersonal and communications skills
• Commitment, grit and ability to work in a fast-paced/ investment environment
• Managing, coaching and reviewing the work of junior staff members
• Developing and guide junior staff by providing timely, and effective performance feedback/training and help them achieve their career goals

To qualify for the role, you must have

• A Bachelor's or Master’s degree in Accounting, Business, Finance, Economics, Banking, Data Science or Engineering
• At least 5 years of relevant work experience in the fields of: valuation, financial modelling, corporate development, financial planning
• Excellent knowledge of valuation methods and concepts (deal valuation - DCF, DDM, Residual Income, Market Approach; financial reporting valuation – PPA, intangible assets)
• Strong financial modelling skills and the ability to create fit for purpose financial models (e.g., cash flow, integrated financial statement, operational and decision support models) using best practice techniques and applying sound commercial judgment
• Highly effective written and verbal communication skills
• Ability to read and understand financial statements
• Demonstrated capability or strong interest in using visualization software and managing data sets
• A strong work ethic and the ability to adapt to new challenges in a collaborative team environment

As a Manager within the Financial Services Advisory team, you will play a pivotal role in supporting the strategies and managing the regulatory obligations for our clients within the investment services practice. You will form part of a team of professionals and will work closely with clients to navigate their complex requirements, support with authorization or relocation processes, ensuring regulatory compliance and fostering positive relationships with existing and prospective clients.

Key Responsibilities:

• Manage projects, ensuring deliverables are met within scope, budget, and timelines.
• Provide expert advice on regulatory requirements, including the interpretation of regulations and guidance on best practices, to clients and internal teams.
• Assisting clients in the development and updating of internal policies and procedures to align with regulatory expectations.
• Oversee the preparation and submission of regulatory documentation and filings.
• Conduct regulatory impact assessments for new regulations and advise clients on compliance strategies.
• Mentor and develop team members, fostering a culture of continuous learning and professional growth.
• Contribute to business growth by supporting the creation of thought leadership material and attending relevant industry events, conferences, and seminars.
• Collaborate with other service lines within EY to provide integrated solutions to clients.
• Engage with relevant regulatory authorities and industry bodies to keep abreast with latest developments and best practices.

Qualifications & Experience:

• Bachelor's degree in Law, Business, Finance or a related field.
• Minimum of 5 years of experience in regulatory affairs or regulatory compliance.
• Sound understanding of regulatory frameworks, including MiFID II, AIFMD and/or UCITS directive. Working experience in these areas will be considered an asset.
• Strong communication and interpersonal skills.
• Ability to build and maintain strong client relationships and networks.

If you are interested in being part of a dynamic team, serving clients and being their single point of contact on all matters relating to their business, ACR might be the career for you. As a member of the ACR team you will be offering professional services to local and global clients of the firm. You will work in an integrated manner and collaborate with other EY business units to offer to clients complete service solutions. Our aim is that your work and contribution to the team will bring many advantages to our clients, to us and to you.

Your Key Responsibilities

Everything you’ll do will come back to providing exceptional service to our clients. Some responsibilities include:

• Posting transactions and maintaining accounting records.
• Assist in the preparation of management accounts, budgets and other financial reports required by clients.
• Assisting the entity’s Directors in ensuring the company's compliance.
• Assisting with daily administrative tasks and executing other ad-hoc requests.
• General administration of bank accounts.
• Prepare financial statements and liaising with the auditors

Skills and Attributes for success

• A’Level standard of education
• Ideally in the process of obtaining an ACCA qualification or equivalent qualification.
• Good written, IT and verbal communication skills.
• Have a sound knowledge of IFRS and GAPSME reporting standards.
• Willingness to learn and develop professionally in a fast-paced environment.
• Strong teamwork and leadership skills.
• Keen attention to high quality, details and accuracy.

What we offer