Associate Investment Fund Reporting Matosinhos

Join to apply for the Associate Investment Fund Reporting role at Pw
C Portugal

Pw
C Services Portugal (PSP) is a joint venture between Pw
C Luxembourg and Pw
C Portugal, serving as an integral extension of Pw
C Luxembourg. Our growing team operates as an acceleration center supporting Pw
C Luxembourg’s clients. Leveraging a unique pool of talented professionals based in Matosinhos, our operating model ensures scalability, consistency, and quality in service delivery by integrating seamlessly into Pw
C Luxembourg’s operations and addressing talent attraction challenges sustainably.

PSP provides a range of services, including Assurance Audit (spanning all industries, with a particular focus on Real Estate and Private Equity), Broader Assurance Services, Tax (including Managed Services, Corporate Tax, VAT, and Accounting), and Advisory (specializing in the Global Fund Industry and Real Estate Valuation).

Overview

Be part of a team where you will collaborate with diverse professionals across borders, use
- edge technology to solve
- world challenges in investment fund reporting, and grow within a culture that values curiosity, inclusion, and continuous learning.

Responsibilities

• Collaborate with diverse professionals across border
• Use
  - edge tech to solve
  - world challenges in investment fund reporting
• Decode complexity and deliver clarity in investment fund reporting
• Support the preparation and review of regulatory and investor tax reports, including: regulatory reporting (AIFMD Annex IV, Solvency II, CRR II, VAG) and investor tax reporting (German Tax Reporting, Austrian Tax Reporting, UK Reporting Fund Status, among others)
• Use innovative digital tools to analyse fund data, ensure compliance with evolving European legislation, and advise clients on future reporting obligations

Qualifications

• A Master’s degree in accounting, economics or management
• Aiming for a first experience
• A strong interest in Asset Management, particularly investment funds
• Familiar with Microsoft Office; knowledge of VBA is a plus
• Strong analytical and organisational skills
• Fluent in English
• Must submit your CV in English and be currently living in or willing to relocate to Porto, Portugal

Employment details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Business Consulting and Services