GIPS Compliance & Investment Performance Analyst

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

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.