This position is primarily responsible for the maintenance and calculation of GIPS Composites, including coordinating and supporting the GIPS Verification efforts. In addition, this role would be responsible for fulfilling periodic and ad-hoc reporting needs, which may include performance and risk statistics, portfolio analytics requests, fundamental characteristics, and attribution.
Duties and Responsibilities:
• Monthly Validation of GIPS Composites
• Produce daily, weekly, monthly and quarterly performance and analytics reports
• Produce timely delivery of client reporting
• Respond to internal ad-hoc requests for data (performance, client, portfolio analytics) from various stakeholders
Ideal Qualifications:
• Bachelor’s Degree in Economics, Finance, Statistics or equivalent
• Progress towards CIPM, CFA is a plus
• 3 to 6 years’ relevant experience
• Knowledge of GIPS and performance measurement concepts
• Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
• Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
• Microsoft Office Proficiency (Word, Excel, Outlook)
• Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Interested candidates please send resume as an attached Word document or PDF file to jobs@westcoastfinancialjobs.com.
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