About this role
Role Overview
- 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
Requirements
- Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred
- Individual must have one (1) year of related experience such as:
- Knowledge of the requirements and recommendations of CFA Institute’s GIPS standards
- Understanding of policies and procedures for establishing and maintaining GIPS compliance
- Providing GIPS and/or performance consulting services that assist with the maintenance of compliance
- Other experience with investment performance measurement
Benefits
- Medical and dental coverage
- 401(k) plans
- Paid time off options
- Flexible work environment
- ACA Paid Holidays
- Summer Fridays
- Personal/Family Care leaves
- Student Debt Forgiveness
- Pet Insurance