Specialized Consultant Mid Level
New York, NY
Position: GIPS Analyst, Temp
The Global Portfolio, Analysis and Reporting (GPAR) Team is seeking a highly motivated individual to join our New York team to support the Global Investment Performance Standards (GIPS) function, reporting to the head of GPAR. This individual will be responsible for day to day GIPS activities and for project work related to increasing the efficiency of the current processes.
" Implement best practices for the generation of annual GIPS presentations, with a focus on removing manual work.
" Work with the team to answer daily GIPS related queries.
" Enhance existing policies and procedures manual; create training manuals and assist with training of all parties that use GIPS data.
" Provide support for the annual GIPS verification process.
" Evaluate implication of upcoming and proposed GIPS guidelines changes; propose and implement enhancements to the current processes as needed to ensure compliance with the guidelines.
" Standardize the monitoring of new accounts and work with stakeholders to determined appropriate composites for each account.
" Participate and contribute to the quarterly GIPS working group.
" Bachelors Degree in Accounting, Finance, Economics or a related field.
" In depth knowledge of GIPS and best practices.
" 5 + years of relevant experience.
" Prior experience with using StatPro Composites is desirable.
" Asset management performance calculation and reporting experience including knowledge of alternative return calculations and CFA Institute Guidelines.
" Strong quantitative, analytical and problem solving skills along with a high attention to detail.
" Advanced knowledge of Power Point and Excel, including designing, creating and maintaining complex spreadsheets, queries, reports and charts.
" Excellent verbal and written communications skills.
" Highly proactive and energetic focus toward client service.
" Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives.
" Able to maintain a high level of confidentiality.