Business Analyst

Financial Services

BusinessAnalystHeadofInvestmentPerformance&Analytics(GIPS),VP

$110–181k Boston, Massachusetts, United States; Arlington, Virginia, United States; Miami, Florida, United States; O'Fallon, Missouri, United States; Purchase, New York, United States FULL TIME
The Brief

“Business Analyst - Head of Investment Performance & Analytics (GIPS), VP at Business Analyst. Skills: Investment performance, Analytics, GIPS compliance. Lead investment performance and analytics oversight. Oversee composite maintenance”

Industry & Context.

Financial Services
Problems you'll solve

Analytical; Problem-solving

What They're Looking For.

Must Have

8–12 + years of experience, Strong, demonstrated expertise in GIPS standards, Deep understanding of investment performance methodologies, Proven experience leading processes, projects, or teams, analytical and problem-solving capabilities, Experience interacting with senior stakeholders, Excellent written and verbal communication skills

Nice to Have

Advanced degree a plus, CFA, CIPM, or similar professional designation strongly preferred

What You'll Do.

Lead investment performance and analytics oversight

Oversee composite maintenance

Oversee performance validation

Oversee control frameworks

Own and oversee GIPS compliance program

Oversee composite construction

Oversee benchmark selection

Oversee dispersion methodologies

Ensure adherence to GIPS standards

Ensure adherence to internal policies

Provide senior review and approval

Approve GIPS Composite Reports

Approve pooled fund reports

Establish data quality standards

Enforce data quality standards

Partner with operations and technology teams

Lead quarterly reporting cycles

Lead annual reporting cycles

Ensure issue escalation

Ensure executive-level transparency

Oversee consultant database reporting

Interpret new GIPS standards

Implement new GIPS standards

Interpret regulatory requirements

Implement regulatory requirements

Interpret industry developments

Implement industry developments

Drive internal adoption

Drive internal training

Own documentation frameworks

Support performance processes

Support analytics processes

Act as senior escalation point

Address performance inquiries

Drive strategic initiatives

Drive systems enhancements

Drive data architecture improvements

Drive operating model evolution

Mentor junior team members

Develop junior team members

How You'll Work.

Team & Collaboration

Partner to Investments; Partner to Compliance; Partner to Marketing; Partner to Consultant Relations; Partner to Operations; Partner with global operations; Partner with technology teams

Communication Scope

Verbal communication; Written communication; Executive-level transparency

Process & Methodology

Project management

Free ATS check

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