Job Description

We are seeking a detail-oriented and knowledgeable GIPS Composite Specialist to join our asset management firm. This role is responsible for overseeing the creation, maintenance, and governance of performance composites in compliance with the Global Investment Performance Standards (GIPS®) . The ideal candidate will work closely with performance analysts, portfolio managers, compliance officers, and marketing teams to ensure accurate and compliant performance reporting.

• Composite Management:

  • Create, maintain, and update GIPS composites in accordance with firm policies and GIPS standards.
  • Ensure accurate mapping of accounts to composites based on investment strategy and eligibility criteria.
  • Monitor composite membership and performance consistency.

• Compliance & Documentation:

  • Ensure firm-wide adherence to GIPS standards and assist in preparing for GIPS verification and audits.
  • Maintain comprehensive documentation of composite policies, procedures, and historical changes.
  • Collaborate with compliance to interpret and implement updates to GIPS standards.

• Performance Reporting:

  • Support the production of GIPS-compliant performance presentations and disclosures.
  • Work with marketing and client service teams to provide accurate composite data for RFPs, presentations, and due diligence questionnaires.

• Data Integrity & Systems:

  • Validate performance data and ensure accuracy of inputs from portfolio accounting systems.
  • Partner with IT and data teams to enhance automation and data quality in performance systems.

• Stakeholder Collaboration:

  • Serve as a subject matter expert on GIPS for internal stakeholders.
  • Provide training and guidance on GIPS-related topics across departments.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-5+ years of experience in investment performance, compliance, or operations within an asset management firm.
• Strong understanding of GIPS standards and composite construction.
• Experience with performance measurement systems (e.g., FactSet, Morningstar, Eagle, or similar).
• Proficiency in Excel; experience with data analytics tools is a plus.
• Excellent attention to detail, analytical skills, and organizational abilities.
• Strong communication and interpersonal skills.

• CIPM (Certificate in Investment Performance Measurement) or CFA designation (or progress toward).
• Experience with GIPS verification processes.
• Familiarity with institutional investment strategies and client reporting.

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