Analyst, GIPS Compliance jobs in United States
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ACA Group · 1 day ago

Analyst, GIPS Compliance

ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services, and they are seeking an Analyst to assist with the completion of periodic verifications of a client’s capacity to claim compliance with the Global Investment Performance Standards (GIPS®). The role involves researching and applying GIPS standards, performing detailed analyses, and preparing various reports while supporting ACA’s performance consulting services.

ConsultingCyber SecurityFinancial Services

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

Qualification

GIPS standards knowledgePerformance consulting servicesInvestment performance measurementMicrosoft Office proficiencyAdobe Acrobat proficiencyProfessional integrityCommunication skillsOrganizational skillsProblem-solving skillsTeamwork

Required

Bachelor's degree – Major or concentration in business, accounting, finance, or economics preferred
In the absence of one of the specified degrees, individual must have one 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 or
other experience with investment performance measurement
Demonstrated professional integrity
Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
Ability to exercise discretion and make independent judgments on matters of significance
Ability to work in a fast-paced small team environment
Ability to establish and maintain effective working relationships with colleagues and clients
Highly motivated and goal oriented; proactive in one's own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks
Dedicated to upholding ACA's high-quality standards and customer service focus
Strong organizational and problem-solving skills with attention to detail
Strong oral and written communication skills
Proficient with Microsoft Office applications and Adobe Acrobat
Willing to travel

Benefits

Medical and dental coverage
401(k) plans
Paid time off options
Designated ACA Paid Holidays
Summer Fridays
Personal/Family Care
Leaves of absence
Student Debt Forgiveness
Pet Insurance

Company

ACA Group

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ACA Group is the leading governance, risk, and compliance advisor to the financial services industry.

Funding

Current Stage
Late Stage

Leadership Team

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Patrick Olson
Chief Executive Officer
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Michael Borts, CISM, CDPSE
Chief Technology Officer
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Company data provided by crunchbase