GIPS Compliance Analyst - TBCAM
The Boston Company Asset Management, LLC is a global performance-driven investment management firm serving the needs of pension plans, endowments, intermediaries and mutual fund shareholders. We are dedicated to fostering long-term, solutions-based relationships with our clients. Our goal is to earn their confidence through the consistent delivery of alpha across a broad range of investment strategies.
The GIPS Compliance Analyst is responsible for maintaining the firm's compliance with the CFA Institute's Global Performance Presentation Standards (GIPS®). The candidate will be responsible for the coordination of the GIPS verification process and will serve as the primary liaison with third-party verifiers. Position requires frequent interaction with Product Management team related to composite design objectives and expectations; with Portfolio Strategists and Marketing related to marketing materials and disclosure; and with the Performance Department in an advisory capacity to ensure that composites are constructed and maintained in a compliant manner. The GIPS Compliance Analyst is responsible for analysis of regulatory and industry practice requirements, and must be able to assist the business in the development and implementation of procedures to meet these requirements as well as maintain the firm's GIPS policies and procedures. Further duties include reviewing marketing, sales and client servicing materials and literature to ensure compliance with laws, rules and regulations.
Qualified candidates will have a Bachelor's degree in a related field or equivalent experience, with a CIPM or CFA holder (or candidate) preferred. 3-5 years of prior performance measurement and GIPS experience within the Asset management industry is required. The candidate must have an excellent working knowledge of the GIPS standards in addition to experience with composite construction and maintenance and the GIPS verification process. S/he must possess strong research and analytical skills and the ability apply analytical and decision-making skills in a collaborative environment. The candidate must demonstrate exceptional attention to detail and have the ability to balance regulatory and policy standards with business needs and requirements. S/he must have stellar organizational skills, managing multiple priorities, and producing consistently accurate work within strict deadlines. The candidate must demonstrate superior written and oral communication skills and confidence interacting with all levels of management. The position will reside within the Compliance Department of The Boston Company Asset Management, LLC.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 30915
Job: Asset Management
Organization: The Boston Company Asset Mgmt-HR06145
Requisition Number: 1707146