Senior Analyst, Group Funds Tax

M&G Investments
We are not your average financial services firm and our unique culture is just one aspect that makes us stand out from the crowd. We offer a supportive environment that encourages innovation and creativity whilst maintaining a healthy lifestyle balance. You will be joining one of Europe's leading Investment Management firms where you can expect real responsibility and recognition from day one. We are large enough to offer a wide variety of career opportunities, whist small enough to treat you as an individual and tailor training and development to your specific needs.


This is an opportunity for someone to find out more about the accounting and taxation issues affecting the Prudential Life and Annuity investment funds, with a focus on Other Investment Assets (including those traded from PPM America).
The role will involve dealing with various areas of Investment Operations as well as PPMA, PPMG, and other External Parties.
Ideally the person should be numerate with excellent communication skills and possess the willingness and ability to provide a first rate service to clients.
Experience within a financial reporting / client accounting environment would be a distinct advantage.

Key responsibilities

* Providing Income & Capital data to Group clients for Statutory Reporting purposes
* Reviewing cash payments and receipts of PPMA trades
* Interpreting US K1 returns to enable tax adjustments to be made.
* Interpreting English Partnership tax returns.
* Daily monitoring of data quality on in-house tax system.
* Analysis of Investment Income
* SOx controls
* Maintain client relationships

What we are looking for
Skills & Knowledge


* Background in Financial Services
* Understanding of Tax
* Strong technical skills

A strong knowledge of the following will be useful
* Life Fund Taxation
* Investment markets, instruments & products, data suppliers
* Private Equity, both Fund of Funds and Co invests
* Hedge Funds
* Corporate actions, dividends, pricing, reporting

Qualifications Desirable:
* CTA or ACA/ACCA/CIMA qualified (or equivalent)
* Investment (IMC)

M&G is an equal opportunities employer and welcomes applications from a diverse background.