Responsibilities

• Updating and monitoring PwC partner's investment portfolios.
• Checking partners' compliance with the firm's investment recording system.
• Granting access to financial advisors (i.e., brokers).
• Pre‑clearing and vetting potential investments by PwC partners.
• Evaluating and granting dispensation requests.
• Sending disposal notices for impermissible investments.
• Notifying PwC partners of upcoming personal independence audits and compliance confirmations.
• Following up on pending compliance‑related tasks.
• Evaluating the risk and permissibility of financial and non‑financial relationships of PwC partners and direct admit partners.
• Employing analytical and technical skills, and demonstrating intellectual curiosity.
• Communicating clearly and professionally in English, both orally and in writing.
• Exhibiting administrative and time‑management skills.
• Workin...