Investment Performance Analyst (GIPS)

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

Job Overview – Investment Performance Analyst (GIPS)

Atlantic Group is hiring an Investment Performance Analyst (GIPS) in New York, NY for our client, supporting performance reporting, composite management, and GIPS compliance. In this temporary role, you will enhance composite structures, improve data accuracy, and ensure consistent application of GIPS standards while partnering with investment and operations teams.

Compensation: $60 – $75/hour (Dependent on Experience)

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Responsibilities as the Investment Performance Analyst (GIPS)

• Composite Review: Evaluate composite structures, including definitions, inclusion criteria, and portfolio assignments.
• Composite Optimization: Identify and consolidate overlapping or redundant composites to improve structure and clarity.
• Performance Validation: Review and validate performance calculations, resolving discrepancies and ensuring consistency.
• Stakeholder Collaboration: Partner with portfolio managers and product teams to align composites with investment strategies.
• GIPS Compliance: Maintain and enhance GIPS policies, documentation, and controls to ensure ongoing compliance.

Qualifications for the Investment Performance Analyst (GIPS)

• Education: Bachelor’s degree in Finance, Accounting, or a related field is required.
• Experience: 5+ years of experience in investment performance reporting and GIPS compliance within asset management.
• Industry Knowledge: Possesses deep understanding of GIPS standards and composite management practices.
• Technical Skills: Proficient in performance reporting systems and tools such as StatPro or similar platforms, with strong Excel skills.
• Skills & Attributes: Exhibits strong communication, organization, and project management skills with the ability to work independently across multiple initiatives.
• Certification: CIPM designation is preferred.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.