Consultant, APS

ACA Group•Portland, ME

3d•Hybrid

About The Position

The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.

Requirements

Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred
Minimum of 2 years of previous work experience in investment management, accounting, or financial services.
Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry

Nice To Haves

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
other experience with investment performance measurement.

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
Monitor and meet target completion dates to ensure client expectations are met