Personal Consultation Analyst (Private Investment)
Deloitte Posted on 2022-11-18
| Salary | Not mentioned |
|---|---|
| Location | Fort Lauderdale, FL |
| Type | Full-time |
Job Description
Are you interested on being on the cutting edge of regulatory compliance? Are you focused on helping others comply with regulations and policies? Are you passionate about research and subject-matter expertise in a professional services environment? Are you interested in gaining exposure to auditor independence rules promulgated by our regulators? Then our ICN Personal Consultation team may be the right fit for you!
Work you »ll do
As a Personal Consultation Analyst, you »ll use your analytical, research and investigative skills to:
- Work closely with ICN Managers and Partners, Principals and Managing Directors (PPMD) on the independence review to gather insight and clarity on consultations involving personal financial matters, specifically private investments.
- Perform research and analysis for permissibility on various financial relationships and document analysis and conclusions.
- Participate on follow up calls with internal professionals to review conclusions or gather additional information.
- Assist with the revision of independence policies and procedures to reflect rule changes and revisions to firm interpretations of existing rules based on « live » consultations.
- As needed, provide support to other areas within ICN to assist audit engagement teams, and professionals, on compliance with SEC, PCAOB or AICPA rulings and Deloitte US independence policies.
The Team
Risk & Brand Protection (R&BP)
At Deloitte, we are stewards of reputation-ours and our clients. That »s why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.
Independence & Conflicts Network
The Independence & Conflicts Network (ICN) Personal Consultation team performs a critical consultative, quality-assurance and risk-management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. Independence requirements are defined by specific sets of policies, external rules and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte.
Qualifications
Required:
- Bachelors » degree (preferably in a business area)
- 0-3 years of relevant experience
- Positive customer service attitude, good judgement, dedication to quality, with a demonstrated attention to detail.
- Proficient in standard office-productivity tools (Microsoft Excel, PowerPoint, and Word). Microsoft Visio a plus.
- Strong verbal and written communication, research, organizational, analytical, and interpersonal skills.
- With the support of a team leader, be able to effectively work independently on multiple initiatives, report and communicate progress.
- Ability to manage and prioritize time required and react positively to an environment where priorities and deadlines can quickly change.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
- An understanding of Independence requirements for professional auditing firms/ Financial Service industry
- A basic knowledge of financial instruments and accounts, such as equities, fixed income, brokerage accounts, etc.
For individuals assigned and/or hired to work in Colorado or Nevada, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and the State of Nevada and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $48,750 to $80,145
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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Company description:
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