3 дня назад
Composite Analyst (GIPS)
80 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Composite Analyst (GIPS): Overseeing composite governance, construction, maintenance, and GIPS Composite Reports for investment products with an accent on regulatory compliance, benchmark disclosures, and membership integrity. Focus on interpreting evolving GIPS standards, reviewing complex composite matters, strengthening operational controls, and presenting recommendations to the Composite Working Group.
Location: Boston, MA, United States; employees work from the office 4 days per week with flexibility to work remotely 1 day per week.
Base salary: USD 80,000–150,000 per year, plus potential bonus, incentives, and benefits.
Company
provides investment management solutions across global capital markets for institutional clients in more than 60 countries.
What you will do
- Develop and maintain expertise in the Global Investment Performance Standards and related CFA Institute guidance.
- Create, maintain, and oversee GIPS Composite Reports in partnership with Product Management.
- Oversee composite construction, membership integrity, benchmark assignments, disclosures, and account-specific events.
- Prepare and present materials for the monthly Composite Working Group and implement approved decisions.
- Provide guidance on composite performance, investment discretion, client guideline changes, and complex GIPS matters.
- Improve composite governance policies, procedures, controls, workflows, and cross-functional collaboration.
Requirements
- Practical ability to interpret GIPS standards and advise on composite construction, investment discretion, risk disclosures, and benchmark appropriateness.
- Knowledge of GIPS Composite Reports and investment performance measurement practices.
- Strong analytical, written, verbal communication, presentation, and facilitation skills.
- Ability to manage multiple tactical and strategic priorities in a changing environment.
- Strong attention to detail, intellectual curiosity, collaboration, and ability to communicate complex information clearly.
- Two or more years of relevant experience in investment performance, GIPS compliance, product management, investment operations, performance reporting, or a related field are preferred.
Nice to have
- Knowledge of equity, fixed income, multi-asset, and alternative investment strategies.
- CFA and/or CIPM certification.
- Strong academic credentials.
Culture & Benefits
- Collaborative investment culture that encourages independent thought and constructive debate.
- Hybrid work arrangement with four office days and one remote day per week.
- Retirement plan, health, dental, vision, pharmacy, HSA, and FSA coverage.
- Life and disability insurance, employee assistance, adoption assistance, backup childcare, and commuter program.
- Tuition and CFA reimbursement, paid holidays, sick leave, vacation, and other paid time off.
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