Private Equity CRM

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Discipline  

Clients & Industries

Role Type

Private Equity Compliance & Regulatory Management support

Business unit specific description – Clients & Industries – GDS UKI

As part of the Region and Service Line Operations COE Support team, the Senior Associate supports business leaders through reporting, data analysis, project coordination, and operational management. The role involves monitoring and managing independence compliance requirements for major UK-headquartered Private Equity entities, ensuring all proposed engagements and business relationships across EY service lines comply with SEC, EU, UK, and EY independence regulations. Success in this role requires strong analytical skills, attention to detail, effective stakeholder communication, and a commitment to delivering accurate and timely insights that help protect the firm and support informed decision-making.

Your key responsibilities:

• Support Quarterly Independence Summary Memo (ISM) Procedures - Initial review of Quarterly ISM and backing docs, ensuring procedures are completed for PE accounts each quarter
• Set up a structure for each account to ensure that the account team is appropriately supported in covering regulatory requirements
• Reconcile systems to ensure account structures are reflected appropriately and accurately.
• Monitor press and industry announcements for acquisitions and disposals across focus accounts
• Support Public and Private Company Independence Procedures for acquisitions
• Answering general Independence queries related to PE Accounts
• High level of stakeholder engagement
• A solid understanding of our account and client structure
• Collating action points from leadership meeting and driving their execution
• Program/ Project Coordination
• Other ad hoc projects

Skills and attributes for success

• Skilled in designing interactive dashboards, reports, and visual narratives that enable stakeholders to quickly interpret trends, patterns, and performance metrics.
• Presentation and facilitation skills - Ability to drive meetings, build presentations that interpret the data, creating valuable business insights and delivering the message to the stakeholders