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Senior Officer - KID (Key information Document) and Fund Reports Team

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Arbeitsbeschreibung - Senior Officer - KID (Key information Document) and Fund Reports Team


Your future team

We support the investment fund and insurance industries with regulatory reporting services, helping clients distribute their financial solutions across the globe. Documents and data management are a core part of our offering, especially in relation to EU regulations such as UCITS, AIFMD, PRIIPs and SFDR.


We are looking for a Senior Regulatory Reporting Officer to strengthen our KID & Fund Reports team within our Regulatory Reporting practice. The team is responsible for a range of regulatory and business reporting under UCITS and PRIIPs, including PRIIPs or UCITS KI(I)Ds, EPT, EMT and related outputs. Our clients are asset managers and insurance companies operating in multiple jurisdictions.

The advantages of joining us


  1. Career growth, your way
    Access top-notch training and career development, with a clear progression path to help you level up at your own pace.

  2. Global impact, local connections
    Work on international projects and collaborate with diverse teams, all while making an impact locally.

  3. Innovative work that matters
    Tackle cutting-edge projects and utilize the latest tech, with all the tools you need to stay ahead.

  4. Inclusive, flexible culture
    Embrace a culture where your voice matters, with flexible hours to balance work and life seamlessly.

  5. Purpose-driven work
    Get involved in sustainability initiatives and community service, making a real difference while growing your career.

How you’ll contribute to our success

As Senior Regulatory Reporting Officer, you will play a central role in the end‑to‑end production, review and enhancement of our regulatory reporting services. You will be a key subject‑matter expert for UCITS/PRIIPs reporting and a reference point for both clients and internal stakeholders.


Your responsibilities will include:


 


1. Technical Ownership of UCITS/PRIIPs Reporting



  • Oversee the accurate and timely production of PRIIPs and UCITS KI(I)Ds, EPT, EMT and related reports for a defined client portfolio.

  • Interpret regulatory requirements (e.g. UCITS, PRIIPs, SFDR) and translate them into robust reporting processes and controls.

  • Monitor regulatory and industry developments and assess their impact on our templates, methodologies and procedures.


 


2. Client Support & Relationship Management



  • Act as a key point of contact for clients on technical and operational matters related to KID and fund reporting.

  • Lead or participate in client calls and workshops to discuss reporting methodologies, regulatory changes and service improvements.

  • Coordinate and follow up on incidents and queries, including root‑cause analysis and corrective actions.


 


3. Process, Data & Technology Enhancement



  • Contribute to the design and continuous improvement of reporting workflows, data checks and documentation.

  • Collaborate with our Digital Factory and data teams to enhance tools, automation and data integration supporting KID and fund reports.

  • Propose and help implement process optimizations that improve service quality, scalability and efficiency.


 


4. Knowledge Sharing & Support to the Team



  • Provide guidance and on‑the‑job support to junior team members on technical and procedural topics.

  • Contribute to internal training materials, FAQs, best‑practice guidelines and knowledge‑base documentation.

  • Participate in internal projects and working groups aimed at developing new or enhanced regulatory reporting services.


Your expertise and drive will be key to delivering high‑quality services, maintaining strong client relationships and supporting the growth of our managed regulatory reporting offering.

Your skills

Must have


 



  • Degree in Finance, Economics, Business Engineering, Business Administration or a related field.

  • 3–5 years of experience with UCITS and/or PRIIPs regulations, KID/KI(I)D production or similar investment fund/insurance reporting activities.

  • Solid understanding of financial instruments and investment funds, and of how they are reflected in regulatory reports.

  • Fluent in English (any other European language is a strong asset).


 


Nice to have


 



  • Strong analytical skills and a pragmatic, solution‑oriented mindset.

  • Excellent communication skills, with the ability to explain complex regulatory topics in a clear and concise way to clients and colleagues.

  • Experience in a managed services, outsourcing or consulting environment.

  • Proven ability to work collaboratively in project teams and to contribute to a culture of continuous improvement.

Interested? Please submit your resume in English

Get to know more about Deloitte on our LinkedIn page (#DeloitteLU), Instagram page, YouTube page or website.


With more than 2,600 employees and 98 nationalities, Deloitte Luxembourg is one of the Grand Duchy's largest, strongest and oldest professional services firms. For more than 75 years, our talented teams have been serving clients in various industries delivering high added-value offerings to national and international clients in audit and assurance, consulting, financial advisory, risk advisory, tax, and related services. Deloitte Luxembourg is part of the global Deloitte network.


 


Deloitte provides leading professional services to nearly 90% of the Fortune Global 500® and thousands of private companies. Our people deliver measurable and lasting results that help reinforce public trust in capital markets and enable clients to transform and thrive. Building on its 180+-year history, Deloitte spans more than 150 countries and territories. Learn how Deloitte’s over 470,000 people worldwide work together every day to make an impact that matters at www.deloitte.com.


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