GIPS Composite Specialist

Title: GIPS Composite Specialist (Consultant)

Location: New York City, NY (3 Days Onsite)

Job Description:

The GIPS Composite Specialist will focus on comprehensive review and remediation of the firm's existing composite structures. This individual will lead efforts to rationalize and revamp composites from the ground up engaging directly with portfolio managers and product specialists to clarify strategy intent, eliminate redundancy, sharpen composite definitions, resolve performance track record issues, and collaborate with management to update firm GIPS Standards Policy & Procedures. This is a hands-on, project-oriented role requiring both deep technical GIPS expertise and strong interpersonal skills to drive change across investment teams.

Composite Review & Remediation

• Conduct a structured, end-to-end review of the firm's existing composite universe evaluating composite definitions, inclusion/exclusion rules, composite descriptions, and portfolio assignments.
• Identify redundant or overlapping composites and lead rationalization efforts to consolidate or redefine as appropriate.
• Ensure each composite has a clear, distinct purpose that accurately reflects the investment strategy it represents. This may include rewriting composite descriptions to be precise and meaningful to both internal stakeholders and external audiences.
• Review and update composite rules (e.g., minimum asset thresholds, new account inclusion timing, significant cash flow policies) to ensure consistency and GIPS alignment.
• Rewrite and update current firm GIPS Standards Policy & Procedures.

Portfolio Manager & Product Specialist Engagement

• Serve as the primary liaison between Operations and portfolio managers / product specialists during the composite review process.
• Conduct working sessions with investment teams to understand strategy mandates, target clients, and investment guidelines using these insights to validate or redefine composite structures.
• Clearly communicate proposed changes to composite definitions, rules, or assignments and obtain alignment from relevant stakeholders.
• Advise portfolio managers on GIPS requirements in a practical, accessible way, bridging the gap between compliance standards and day-to-day investment management.
• Performance Track Record Resolution
• Identify and investigate potential performance track record issues arising from historical composite misassignments, methodology inconsistencies, or system discrepancies.
• Work cross-functionally with performance reporting, technology, and data teams to resolve track record gaps, restatements, or errors.
• Ensure continuity and accuracy of composite performance histories, with proper documentation of any changes made during remediation.
• Validate return calculations and ensure methodologies applied across composites are consistent and compliant with GIPS standards.

GIPS Alignment & Governance

• Develop and maintain clear, audit-ready documentation for every composite including rationale for creation, modification, or termination decisions made during the review process.
• Establish or strengthen composite governance policies and controls to prevent recurrence of issues identified during the review.

Qualifications

• CIPM (Certificate in Investment Performance Measurement) designation preferred.
• 5 years of experience in investment performance and GIPS compliance operations. Deep, hands-on knowledge of the GIPS standards and practical application to composite management.
• Demonstrated experience reviewing, remediating, or restructuring composites.
• Strong track record of engaging directly with portfolio managers and product teams to drive alignment on performance and compliance matters.
• Experience resolving performance track record issues, including restatements and historical discrepancies.
• Excellent communication skills Translates complex GIPS concepts into plain language for investment and business teams. Ability to draft clear, precise composite descriptions and governance documentation.
• Experience with Confluence StatPro Composites application preferred.

Project Ownership: Self-directed and organized; able to manage a broad remediation effort across many composites simultaneously.

Salary : $80,000 - $95,000