What are the responsibilities and job description for the GIPS Performance Reporting Analyst position at GQG Partners LLC?
GQG PARTNERS LLC
ABOUT GQG PARTNERS
GQG Partners ("GQG") is an SEC registered investment advisor with ~$108bn AUM. GQG focuses on offering long-only equity strategies and investment management services to institutional, wholesale and retail clients across the globe. The company is headquartered in Ft. Lauderdale FL, with offices in New York, Seattle, London, and Sydney. GQG is publicly traded on the Australian Securities Exchange. The company currently employs approximately 180 associates worldwide.
GQG is passionate about investing and strives for the highest levels of excellence in a competitive industry. It is our responsibility to help investors secure their financial future and we are honored that our clients entrust us with their financial capital. We endeavor to create a business that is closely aligned with our clients' financial interests. And we strive for success at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity, and a deep knowledge of the markets.
ABOUT THE POSITION
Job Title : GIPS Performance Reporting Analyst
Employment : Full Time
Location : New York or Seattle
KEY RESPONSIBILITIES
- Contribute to the analysis and interpretation of performance and analytical data. Including understand the drivers and impacts of markets and other factors.
- Demonstrate strong technical fundamentals for supporting performance computation and reporting. Including understanding how composites are constructed and what the technical and qualitative requirements for a GIPS compliant firm are.
- Evaluate, quality control and manage the monthly performance reporting process. Including being able to describe and illustrate performance drivers, outliers and dispersion between composites, strategies and / or accounts qualitatively and quantitatively.
- GIPS Performance analyst will have working knowledge of GIPS and composite membership rules and be able to provide process and standards advice regarding GIPS and composite maintenance.
- Ensure adherence to GIPS Compliance standards and keep up with new developments as they arise.
- Work independently, with minimal guidance and act as a resource for colleagues on the GIPS Team and within the firm.
- Support the production of accurate and timely reporting deliverables for the RFP, DDQ and Client Services Teams.
- Perform data mining from multiple data sources, integrating and analyzing data sets.
- Partner with verticals throughout the firm to assist with data accessibility.
- Respond to internal and external ad-hoc questions.
REQUIRED BACKGROUND / QUALIFICATIONS / EXPERIENCE
SKILLSET EXPECTED
GQG Partners LLC is an Equal Opportunity Employer and will not engage in unlawful discrimination on any basis prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.
For more information about equal employment opportunity, please click here for "EEO Is the Law." GQG Partners LLC may participate in E-Verify, please view the following links for details in English and Spanish. For information regarding your Right to Work, click here for details in English and Spanish.
