Consultant, APS

ACA Group; Chattanooga (TN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical & dental coverage

401(k) plan

Paid time off

Job summary

ACA Group is seeking a consultant to assist in periodic verifications of investment management firms’ adherence to GIPS standards and related performance services. The role involves interpreting guidance, communicating with clients, and performing detailed data analyses to ensure accurate performance statistics are reflected in marketing materials.

Ideal candidates have a bachelor’s degree and at least two years in investment management or financial services, with solid knowledge of GIPS.

Qualifications

• Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred
• Minimum of 2 years of previous work experience in investment management, accounting, or financial services.
• Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry

Responsibilities

• Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
• Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
• Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
• Document all procedures and unique challenges that occurred during the engagement
• Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
• Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
• Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives

Job description

The Opportunity:

The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.

The Opportunity:

The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.

What you’ll do:

• Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
• Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
• Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
• Document all procedures and unique challenges that occurred during the engagement
• Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
• Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
• Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives Form Last Revised: June 2023 Page 2 of 3 8. Monitor and meet target completion dates to ensure client expectations are met

To Qualify for the role, you will have:

• Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred Required Experience
• Minimum of 2 years of previous work experience in investment management, accounting, or financial services.
• Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry

Ideally, you’ll also have:

• knowledge of the requirements and recommendations of CFA Institute’s GIPS standards (ii) understanding of policies and procedures for establishing and maintaining GIPS compliance
• providing GIPS and/or performance consulting services that assist with the maintenance of compliance or
• (iV) other experience with investment performance measurement.

Skills and Attributes for Success:

• Demonstrated professional integrity
• Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
• Ability to exercise discretion and make independent judgments on matters of significance
• Ability to work in a fast-paced small team environment
• Ability to establish and maintain effective working relationships with colleagues and clients
• Highly motivated and goal oriented; pro-active in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks.
• Dedicated to upholding ACA’s high-quality standards and customer service focus
• Strong organizational and problem-solving skills with attention to detail
• Strong oral and written communication skills 10. Proficient with Microsoft Office applications and Adobe Acrobat 11. Willing to travel

What working at ACA offers:

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.

• Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
• Student Debt Forgiveness
• Pet Insurance

You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

About ACA:

ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape.

What we commit to:

ACA is firmly committed to a policy of nondiscrimination, which applies to recruiting, hiring, placement, promotions, training, discipline, terminations, layoffs, transfers, leaves of absence, compensation and all other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

The cash compensation range we have provided has been benchmarked against similar organizations of comparable size, sector, and age. Our offers of employment consider a variety of factors, including but not limited to, unique skill sets, specific expertise or certifications and business/organizational needs. It is not typical for us to hire talent at the top of the range for a role, in part because it’s so important to us to allow all ACA employees the opportunity to develop over time, and to feel rewarded for doing so. Our listed range is a reasonable estimate of the total yearly compensation.