ACA Compliance Group Holdings, LLC

  • Performance Analyst

    Job Locations US-OR-Jacksonville
    Job ID
    2018-1158
    Category
    Accounting/Finance
    Type
    Regular Full-Time
  • Overview

    The individual in this position is responsible for assisting with the completion of periodic verifications of a client’s capacity to claim compliance with the Global Investment Performance Standards (GIPS®.)  The individual in this position will also support ACA’s performance consulting services

    Responsibilities

    • Provide investment performance measurement consulting, advisory and/or educational services to clients 
    • Recalculate performance statistics in accordance with the GIPS standards and confirm that data is accurately recorded and disclosed in marketing/advertising materials
    • Perform detailed analysis and reporting of composite membership, firm assets under management, and composite and portfolio accounting data
    • Complete ongoing verification and consulting projects, draft reports and correspondence that support verification and providing detailed analysis and advice to clients
    • Manage assigned client relationships while utilizing internal resources to ensure that expectations are met while documenting all procedures and unique challenges that occurred during the verification or engagement
    • Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
    • Perform ad-hoc work/special projects as necessary to support ACA on various client and internal initiatives

    Qualifications

    • Bachelor’s Degree required – major or concentration in business, accounting, finance, or economics preferred
    • One year of related experience or a combination of the following preferred: (i) obtaining, reading and understanding policies and procedures for establishing and maintaining GIPS compliance or (ii) issuing a GIPS report or statement indicating why a verification or performance examination report could not be issued or (iii) providing GIPS and/or performance consulting services that assist with the maintenance of compliance and interpreting emerging standards
    • Knowledge of the requirements and recommendations of the CFA Institute’s GIPS standards and regulations including: interpretations, statements, and clarifications preferred
    • Demonstrated professional integrity
    • Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
    • Demonstrated professional integrity
    • Ability to exercise discretion and make independent judgments on matters of significance
    • Ability to work well in a fast-paced, small-team environment
    • Ability to work independently, multi-task and prioritize effectively
    • Ability to establish and maintain effective working relationships with colleagues and clients
    • Highly motivated and goal oriented; proactive 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
    • Strong organizational and problem-solving skills with attention to detail  
    • Strong oral and written communication skills
    • Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet
    • Willing to travel – up to 50 percent
    • Available for client work and/or travel Monday through Friday on a general basis, including occasional nights and weekends

    ACA is an equal opportunity employer and does not unlawfully discriminate against current or prospective employees on the basis of race, color, religion, sex, age, national origin, pregnancy, child birth, or a related medical condition, familial status, marital status, sexual orientation, gender identity, gender expression, disability, veteran status, citizenship, ancestry, genetic information, or any other characteristic prohibited by law.

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