GIPS Compliance Data Analyst

Overview

Remote
$70 - $80
Full Time
Able to Provide Sponsorship

Skills

GIPS COMPLIANCE
DATA ANALYSIS
ADVANCED SQL
SQL
PERFORMANCE ANALYSIS

Job Details

Location: This is a long-term contract role working EST hours. Must be physically based in the US.We are seeking an experienced and detail-oriented Senior Data Analyst to lead investment performance analysis and GIPS (Global Investment Performance Standards) compliance initiatives. In this critical role, you will serve as a subject matter expert on performance measurement, drive the GIPS compliance framework, and build robust data solutions to enhance reporting and operational efficiency.
The ideal candidate will have extensive hands-on experience in performance analytics, a deep understanding of GIPS standards, strong SQL expertise, and a strategic mindset to optimize data processes across the investment lifecycle.
Qualifications:

  • Bachelor s degree in Finance, Economics, Statistics, Computer Science, or a related field; advanced degree preferred.
  • 5+ years of experience in investment performance analysis, performance reporting, or investment operations with a strong GIPS focus.
  • Expert knowledge of GIPS standards and composite management.
  • Proficiency in SQL, including writing complex queries for data extraction, manipulation, and analysis.
  • Deep understanding of performance measurement methodologies (TWRR, MWRR, attribution analysis, ex-post risk metrics).
  • Experience with performance, risk, and accounting systems (e.g., FactSet, Eagle PACE, Clearwater, Morningstar Direct, SS&C, Bloomberg PORT).
  • Advanced Excel skills and experience with data visualization tools (e.g., Tableau, Power BI).
  • Strong problem-solving skills with a focus on data integrity, process improvement, and scalability.
  • Ability to lead cross-functional initiatives and influence stakeholders at various levels.
  • Excellent communication, documentation, and presentation skills.

Preferred Certifications:
CIPM (Certificate in Investment Performance Measurement) strongly preferred.
CFA charterholder or progress toward CFA designation is a plus.

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