GIPS Compliance Consultant

ACA Group; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and 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 the Global Investment Performance Standards (GIPS®) and related performance services. The role involves client communication, detailed data analysis, and reporting to ensure accurate marketing disclosures.

Ideal candidates have a bachelor’s degree in business, accounting, finance, or economics and at least two years’ experience in investment management or financial services.

Qualifications

• Bachelor’s degree in business, accounting, finance, or economics preferred.
• Minimum of 2 years of work experience in investment management, accounting, or financial services.
• Solid working knowledge of GIPS and the investment management industry.

Responsibilities

• Research, interpret, and apply guidance to determine GIPS applicability.
• Communicate with clients and alert team to needs during engagements.
• Analyze composite membership, AUM, and data; recalculate performance statistics per GIPS.
• Document procedures and challenges; assist in preparing verification and findings reports.
• Stay current on GIPS updates and participate in continuing education.
• Support ACA on internal initiatives and meet project deadlines.

Skills

GIPS knowledge

Investment management

Communication skills

Discretion

Detail-oriented

Problem solving

Teamwork

Client relationship

Organization

Self-motivation

Education

Bachelor’s degree in business, accounting, finance, or economics

Tools

Microsoft Office

Adobe Acrobat

Job description

ACA Group is seeking a consultant to assist in periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®) and related performance services. The role involves client communication, detailed data analysis, and reporting to ensure accurate marketing disclosures.

Ideal candidates have a bachelor’s degree in business, accounting, finance, or economics and at least two years’ experience in investment management or financial services.