Manager/Specialist, GIPS Composite Management 
    
    
    
    
Experience Required: 5-8 Years     
Position Description 
Seeking a manager/specialist to assist with all aspects related to composite management and GIPS compliance support . The core function of the role involves implementing the firm’s policies & procedures as it relates to compliance with the CFA Institute’s Global Performance Presentation Standards (GIPS®).  This role will interact with various groups across the firm including Portfolio Management, Client Management, Product Strategy, Business Development Services, Marketing, Legal and Technology in a fast-paced, high energy, and demanding team-oriented environment. Seeking candidates who are results-driven, innovative and adaptable with strong project management skills and a demonstrated ability to effectively communicate across all levels.  
Key Responsibilities

•    Facilitating composite construction and maintenance in StatPro
•    Ensuring the accuracy and integrity of composite membership and calculations
•    Understanding of various types of performance calculations and statistics
•    Interpret investment guidelines to translate into composite construction rules
•    Researching and resolving monthly performance outliers
•    Preparing and reviewing annual GIPS Composite Reports
•    Documenting processes and ensuring adherence to established GIPS policies & procedures
•    Supporting the firm wide verification process through compiling requested supporting documentation
•    Reviewing standard presentations or marketing materials where composite information is included
•    Liaise with internal client facing teams to address ad-hoc GIPS and composite data requests
•    Proactively drive improvements across various performance reporting processes
•    Perform user acceptance testing and validation for system upgrades/enhancements
•    Training/education across the firm on GIPS compliance and requirements
•    Support outsourcing initiatives and vendor relationships

Position Requirements 
•    Bachelor’s Degree in Finance, Accounting, Economics or Mathematics
•    Minimum of 5 years of GIPS or performance analytics experience
•    Strong analytical, problem solving, and troubleshooting skills 
•    Strong organizational, interpersonal and communication skills with the ability to convey complex data in a concise manner
•    Detail-oriented with ability to multi-task and produce high quality, accurate work in a time sensitive manner
•    Self-starter that can work collaboratively and independently while managing multiple projects, assignments and/or responsibilities
•    Strong project management skills (e.g., defining scope, setting project timelines and milestones, managing responsibilities of concurrent work streams/projects, driving completion of deliverables, identifying risks, managing issues, and addressing stakeholder expectations)
•    Manage deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks
•    Strong process-orientation with a client-servicing mind-set
•    Demonstrated understanding of Fixed Income and Alternative investment strategies
•    Advanced analytical and data management skills (Excel usage, Macro writing, Database queries, etc.)
•    CIPM designation preferred