Composite Analyst
Core
Oversee the firm's compliance with Global Investment Performance Standards (GIPS), manage composite construction and governance, and serve as a subject matter expert for investment performance reporting.
Role type
Compliance Analyst (Investment Performance)
Builds
GIPS Composite Reports and firmwide compliance frameworks
Domain
Asset Management / Investment Performance
Deliverable
dashboards & analysis
Required skills
GIPS standards interpretation, composite construction, regulatory compliance, policy development, data analysis, stakeholder collaboration
Preferred skills
Equity/fixed income/alternative investment knowledge, CFA charter, CIPM certification, investment operations experience
Technologies
GIPS Composite Reports, investment performance systems
Responsibilities
Evaluate and implement changes to GIPS standards; create and maintain GIPS Composite Reports; participate in the Composite Working Group to approve policies; oversee composite construction and membership integrity; establish and enhance governance policies; provide guidance on complex composite matters.
Seniority
Mid-level, hands-on IC