Job Description
Manager/Specialist, GIPS Composite Management
Experience Required: 5-8 Years
Position Description
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 improv...
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