Job Description
Responsibilities
Updating and monitoring PwC partner investment portfolios; checking partners’ compliance with the firm’s investment recording system; granting access to financial advisors (brokers); pre‑clearing and vetting potential investments; evaluating and granting dispensation requests; sending disposal notices for impermissible investments; notifying partners of upcoming personal independence audits and compliance confirmations; following up on pending compliance‑related tasks; evaluating the risk and permissibility of the financial and non‑financial relationships of partners and direct admit partners; employing analytical and technical skills and intellectual curiosity; communicating clearly and professionally in English, both orally and in writing; exhibiting administrative and time‑management skills; working productively in an environment with evolving deadlines and priorities; flexing approach to meet changing needs; paying significant attention to detail to ...