Analyst role at ACA Group assisting with client compliance verifications for GIPS standards. Responsible for detailed analysis, reporting, and communication with clients to support GIPS compliance initiatives.
Responsibilities
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
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