Investment Management Firm

DOE

Los Angeles, CA

• Serve as the lead to Company’s GIPS working group, which includes monitoring and disseminating new GIPS reporting requirements to members and stakeholders
  
  
• Staying informed of all regulatory requirements governing performance reporting
  
  
• Maintain and update firm-wide GIPS policies and procedures
  
  
• Support all firm-wide aspects of composite construction, performance calculations, and creation/maintenance of compliant presentations
  
  
• Lead Company’s annual GIPS verification efforts, including the coordination and gathering of supporting data requested by Company’s independent verifier
  
  
• Review marketing materials where Company’s claim of compliance is utilized to ensure compliance with the GIPS presentation and disclosure requirements and consistency of disclosures throughout materials
  
  
• Assist in compiling and maintaining performance records for composites, including maintaining documentation to support account inclusion/exclusion decisions
  
  
• Assist in defining appropriate benchmarks for composites and accounts, including any required research and/or creation of customized benchmarks as appropriate for the investment guidelines
  
  
• Interface with other departments including Portfolio Management, Client Services, Marketing and Compliance to complete ad hoc requests and to exchange information
  
  
• Collaborate with Portfolio Management teams on analysis and approval of account and composite performance.

• The successful individual must be proactive and have outstanding initiative and a strong work ethic
  
  
• He/She will be highly analytical, organized and detail-oriented with a strong sense of dedication
  
  
• The individual must possess excellent interpersonal, verbal and written communication skills
  
  
• He/She must be able to succeed in a fast-paced, high pressure team environment with tight deadlines
  
  
• The successful candidate will have strong integrity and professionalism.
  
  
• B.A./B.S. degree required
  
  
• Considerable understanding of GIPS standards; CIPM certificate holder preferred
  
  
• 4-8 years of investment performance-related experience including a detailed understanding of composite construction, performance calculation methodologies, and performance attribution
  
  
• Fundamental knowledge of investment accounting; experience working with alternative asset classes, long/short strategies, leverage and complex derivatives a plus
  
  
• Proven ability to execute quickly and meet stated deadlines
  
  
• Strong technical acumen including advanced Excel, Access queries, and working knowledge of Bloomberg and other related financial resources.