Tracking and Trading Sr. Analyst

Company: Deloitte
Location: Ann Arbor
Posted on: May 13, 2022

Job Description:

Independence & Conflicts Network (ICN) - Tracking & Trading Senior Analyst

Are you interested in a dynamic work environment and being on the cutting edge of changing financial instruments/markets and regulatory compliance? Do you enjoy research and subject-matter expertise in a professional services environment? Do you enjoy working with management to analyze large sets of data to identify trends and enhance systems and processes? Do you have a willingness to help others understand and comply with regulations and policies? Then our ICN Tracking & Trading team may be the right fit for you!

Work you'll perform:

As a Tracking & Trading Senior Analyst, you'll be part of a team that regularly interfaces with Deloitte professionals at all career levels from our Audit, Tax, Advisory and Consulting practices. Alongside colleagues in the US and India, you will assist ICN management in monitoring the personal investments of Deloitte professionals to ensure regulatory compliance. Regular tasks include:

• Evaluate financial relationships reported by our professionals and understand the nature of financial instrument and the entities involved
• Research financial instruments using Refinitiv Eikon and other market tools
• Assist ICN Management in interpreting trends derived from large data sets using Excel functions and data visualization skills.
• Lead special projects and ad hoc requests as directed by ICN Management to meet the team's overall objectives.
• Work to identify potential system issues and determine methods and procedures to resolve.
• Regularly communicate with internal clients at Deloitte to assist in addressing their compliance requirements specific to their job function.
• Coordinate with other ICN teams to ensure that our internal customers are served seamlessly
  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 ICN Tracking & Trading 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 business, finance, or accounting)
  • 2+ years of related experience
  • Strong Microsoft Excel, PowerPoint, and Word skills. Microsoft Access is a plus.
  • Strong interpersonal, communication and research skills
  • Outstanding attention to detail along with strong technical, organizational, and analytical skills
  • Familiarity with financial services and investments and an understanding of common financial instruments
    Preferred:
    
    • An understanding of Independence requirements for professional auditing firms
    • Experience working in a large corporation or accounting firm
    • Strong technical background
    • Familiarity with various research tools ( Refinitiv Eikon or Bloomberg)
      • For individuals assigned and/or hired to work in Colorado, 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 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 delivery model. We would not anticipate that the individual hired into this role would land at or near the top end of the range, but such a decision will be dependent on the facts and circumstances of each case. A reasonable estimate of the range is $X to $Y.
      • Additional wording is also required around AIP and Incentive Comp, if applicable. You should only add the following language if your job is AIP and/or incentive comp-eligible.
        • For AIP-eligible roles include: 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.
        • For incentive comp-eligible roles include: You may also be eligible to participate in a sales incentive program, whereby you may be eligible to receive certain incentive compensation amounts based on achievement of certain sales goals set forth each year, subject to the terms and conditions of any applicable program
          How you'll grow
          
          At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Keywords: Deloitte, Ann Arbor , Tracking and Trading Sr. Analyst, Accounting, Auditing , Ann Arbor, Michigan