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 improvements across various performance reporting processes
- Perform user acceptance testing and validation for system upgrades/enhancements
- Training/education across the firm on GIPS compliance and requirements
- Support outsourcing initiatives and vendor relationships
Position Requirements
- Bachelor’s Degree in Finance, Accounting,



Economics or Mathematics
- Minimum of 5 years of GIPS or performance analytics experience
- Strong analytical, problem solving, and troubleshooting skills
- Strong organizational, interpersonal and communication skills with the ability to convey complex data in a concise manner
- Detail-oriented with ability to multi-task and produce high quality, accurate work in a time sensitive manner
- Self-starter that can work collaboratively and independently while managing multiple projects, assignments and/or responsibilities
- Strong project management skills (e.g., defining scope, setting project timelines and milestones, managing responsibilities of concurrent work streams/projects, driving completion of deliverables, identifying risks, managing issues, and addressing stakeholder expectations)
- Manage deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks
- Strong process-orientation with a client-servicing mind-set
- Demonstrated understanding of Fixed Income and Alternative investment strategies
- Advanced analytical and data management skills (Excel usage, Macro writing, Database queries, etc.)
- CIPM designation preferred

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📍 Miguel Hidalgo