Hybrid Investment Performance Analyst (GIPS) – Composites

Atlantic Group; New York (NY); Hybrid; USD 82,656 - 103,320; Full time

Job summary

A staffing and consulting firm in New York is seeking an experienced Investment Performance Analyst (GIPS) to support performance reporting and GIPS compliance. The role involves enhancing composite structures, ensuring data accuracy, and collaborating with investment teams. Candidates should have over 5 years of experience in investment performance reporting and a solid understanding of GIPS standards. This is a hybrid position offering $60 – $75/hour based on experience.

Qualifications

• 5+ years of experience in investment performance reporting and GIPS compliance within asset management.
• Deep understanding of GIPS standards and composite management practices.
• CIPM designation is preferred.

Responsibilities

• Evaluate composite structures, including definitions, inclusion criteria, and portfolio assignments.
• Identify and consolidate overlapping or redundant composites to improve structure and clarity.
• Review and validate performance calculations, resolving discrepancies and ensuring consistency.
• Partner with portfolio managers and product teams.
• Maintain and enhance GIPS policies, documentation, and controls.

Skills

Communication skills

Organization skills

Project management skills

Excel proficiency

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

StatPro or similar platforms

Job description

A staffing and consulting firm in New York is seeking an experienced Investment Performance Analyst (GIPS) to support performance reporting and GIPS compliance. The role involves enhancing composite structures, ensuring data accuracy, and collaborating with investment teams. Candidates should have over 5 years of experience in investment performance reporting and a solid understanding of GIPS standards. This is a hybrid position offering $60 – $75/hour based on experience.