Analyst, GIPS Compliance

About ACA:

ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape.

Position Summary:

The Analyst will be responsible for assisting in the production, review, and the completion of managed service offerings, which include: raw data analysis, maintenance of performance and risk statistic calculations, creation of marketing materials and investor quarterly reports, review of policies and procedures, and liaison with internal stakeholders. Additionally, the individual will help firms in maintaining compliance with SEC regulations and other relevant standards e.g. Global Investment Performance Standards (GIPS®). The individual will be responsible for following desktop procedures and role-specific performance metrics.

Job Duties:

• Proactively communicate with team members and clients as appropriate on any issues that arise throughout various project processes beginning to end
• Review financial records and performance calculations to facilitate the creation of accurate quarterly statements
• Assist in creating and formatting quarterly statements, ensuring all relevant data is accurately recorded and disclosed
• Document all procedures and unique challenges that occur during the engagement to maintain accurate records and support continuous improvement
• Maintain regular communication with internal team members to ensure alignment and effective collaboration.
• Review detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, calculate performance statistics in accordance with the Global Investment Performance Standards (GIPS® ), and confirm data is accurately recorded and disclosed in marketing / advertising materials
• Follow all procedures necessary to complete various offerings from start to finish
• Participate in the preparation of service deliverables
• Stay abreast of changes and updates to the GIPS standards and applicable laws and regulations
• Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives
• Monitor and ensure target completion dates and client expectations are met
• Follow ACA internal 'best practices' for the delivery of client services
• Collaborate and research novel or complex performance issues and provide results to clients and/or internal staff as needed
• Follow new hire onboarding procedures/requirements
• Serve as the technical resource on projects and communicate solutions in practical, understandable terms to colleagues 16.Review personal utilization and ensure timeliness of timecards submission
  
  
  

Required Experience:

Minimum of (2-5) years of previous work experience in investment management, accounting, or financial services.

Preferred Experience Investment management industry experience specifically private market investments Working knowledge of the Global Investment Performance Standards (GIPS)

Skills & Attributes:

• Demonstrated professional integrity
• Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
• Ability to exercise discretion and make independent judgments on matters of significance
• Ability to work in a fast-paced small team environment
• Ability to establish and maintain effective working relationships with colleagues and clients
• Highly motivated and goal oriented; pro-active in one's own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks
• Dedicated to upholding ACA's high-quality standards and customer service focus and mission statement
• Strong organizational and problem-solving skills with attention to detail
• Strong oral, interpersonal, and written communication skills
• Proficient with Microsoft Office applications and Adobe Acrobat
• Python, SQL, Java knowledge a bonus.
  
  
  

What working at ACA offers:

We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. Our Total Rewards package includes medical coverage fully funded by ACA for employees and their family as well as access to Maternity & Fertility and Wellness programs. ACA also provides Personal Accident Insurance, Group Term Life Insurance, Employee Discount programs and Employee Resource Groups. You'll be granted time off for designated ACA Paid Holidays, Privilege Leave, Casual/Sick Leave, and other leaves of absence to support your physical, financial, and emotional well-being.

What we commit to:

ACA is firmly committed to a policy of nondiscrimination, which applies to recruiting, hiring, placement, promotions, training, discipline, terminations, layoffs, transfers, leaves of absence, compensation and all other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected status.
Skills Required
Sql, Adobe Acrobat, Microsoft Office Applications, Java, Python