Performance Reporting Manager

Meeder Investment Management Inc; Dublin (OH); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading investment management firm is seeking a Performance Reporting Manager to lead the performance reporting team across various business lines. This role involves managing performance reporting, ensuring GIPS compliance, and liaising with business leaders. Candidates should possess strong leadership skills and significant experience in investment performance reporting.

Qualifications

• 3-5 years of experience in investment performance reporting.
• 1-3 years of experience with GIPS compliance and annual verification.
• Leadership experience with ownership of responsibilities.

Responsibilities

• Manage and develop a dedicated performance reporting team.
• Oversee monthly review and validation of performance figures.
• Lead annual GIPS verification process.

Skills

Performance Reporting

GIPS Compliance

Team Management

Communication Skills

Risk Calculations

Education

Certificate in Investment Performance Measurement (CIPM)

Tools

Morningstar Direct

Bloomberg

Job description

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are energetic, team-oriented, resourceful, and want to make an impact on a thriving firm.

The Performance Reporting Manager will build and lead a team to manage all performance reporting responsibilities across Meeder’s core business lines: Meeder Wealth Management, Meeder Public Funds, and Advisor Consulting. This includes internal reporting, external reporting, managing annual GIPS verification, and ensuring ongoing GIPS compliance. The ideal candidate will be located in the Columbus, Ohio area, but we are open to candidates from across the United States who are interested in working remotely.

Primary Responsibilities

• Manage and develop a dedicated performance reporting team.
• Oversee monthly review and validation of performance figures for all investment strategies.
• Provide monthly, quarterly, and annual performance data to Meeder’s Marketing Department for all marketing collateral.
• Lead annual GIPS verification process, conduct monthly composite reviews, and ensure ongoing compliance with GIPS 2020 Standards.
• Liaise among Meeder business leaders, internal compliance, and third-party GIPS verification team.
• Act as subject matter expert for performance measurement and GIPS compliance on strategic projects.

Critical Success Factors

• Demonstrate ownership of responsibilities of the team.
• Deep understanding of performance and risk calculations.
• Ability to manage multiple deadlines while communicating progress and status.
• Strong written and verbal communication skills.
• Team player who is committed, dedicated, and confident.
• Professional and accountable with a high degree of ethics and integrity.
• Willingness to learn and expand knowledge base through continuing education.

Skills Required

• Certificate in Investment Performance Measurement (CIPM) preferred.
• Experience with Morningstar Direct and Bloomberg preferred.
• At least 3-5 years of experience in investment performance reporting.
• At least 1-3 years of experience with GIPS compliance and annual verification.
• At least 1-3 years of leadership experience.