Investment Performance & GIPS Consultant

ACA Group; Portland (ME); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) plans

Paid time off options

Student Debt Forgiveness

Job summary

ACA Group is a leading governance, risk, and compliance advisor in financial services. We assist investment management firms with GIPS verifications and performance-related services, and we pursue internal initiatives to drive excellence.

We offer a competitive compensation package, a client-focused culture, and opportunities for professional growth. Our team collaborates across consulting and technology to help clients navigate complex regulatory landscapes.

Qualifications

• Bachelor’s degree in business, accounting, finance, or economics preferred and required.
• Minimum of 2 years of 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.
• Participate in verbal and written communications with clients and alert team members to situations that need support during the engagement.
• Perform detailed analysis of composite membership, firm assets under management and accounting data, recalculate performance statistics per GIPS, verify data accuracy in marketing materials.
• Document procedures and challenges encountered during engagements.
• Assist in preparing verification reports, performance examination and certification reports, findings reports, and recommendation letters.
• Stay current on GIPS changes and participate in continuing education (CIPM, CFA Institute events).
• Perform ad hoc work to support ACA on client and internal initiatives and meet deadlines.

Skills

GIPS knowledge

Investment management

Communication skills

Attention to detail

Willing to travel

Education

Bachelor's degree in business/finance/economics

Tools

Microsoft Office

Adobe Acrobat

Job description

ACA Group is a leading governance, risk, and compliance advisor in financial services. We assist investment management firms with GIPS verifications and performance-related services, and we pursue internal initiatives to drive excellence.

We offer a competitive compensation package, a client-focused culture, and opportunities for professional growth. Our team collaborates across consulting and technology to help clients navigate complex regulatory landscapes.