EY RC - Client Reporting Staff EY GDS 

Mexico, Mexico City 

895286091

Manager/Specialist, GIPS Composite Management
Experience Required: 5-8 Years
Position Description Key Responsibilities

• Facilitating composite construction and maintenance in StatPro
• Ensuring the accuracy and integrity of composite membership and calculations
• Understanding of various types of performance calculations and statistics
• Interpret investment guidelines to translate into composite construction rules
• Researching and resolving monthly performance outliers
• Preparing and reviewing annual GIPS Composite Reports
• Documenting processes and ensuring adherence to established GIPS policies & procedures
• Supporting the firm wide verification process through compiling requested supporting documentation
• Reviewing standard presentations or marketing materials where composite information is included
• Liaise with internal client facing teams to address ad-hoc GIPS and composite data requests
• Proactively drive improvements across various performance reporting processes
• Perform user acceptance testing and validation for system upgrades/enhancements
• Training/education across the firm on GIPS compliance and requirements
• Support outsourcing initiatives and vendor relationships

Position Requirements
• Bachelor’s Degree in Finance, Accounting, Economics or Mathematics
• Minimum of 5 years of GIPS or performance analytics experience
• Strong analytical, problem solving, and troubleshooting skills
• Strong organizational, interpersonal and communication skills with the ability to convey complex data in a concise manner
• Detail-oriented with ability to multi-task and produce high quality, accurate work in a time sensitive manner
• Self-starter that can work collaboratively and independently while managing multiple projects, assignments and/or responsibilities
• Strong project management skills (e.g., defining scope, setting project timelines and milestones, managing responsibilities of concurrent work streams/projects, driving completion of deliverables, identifying risks, managing issues, and addressing stakeholder expectations)
• Manage deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks
• Strong process-orientation with a client-servicing mind-set
• Demonstrated understanding of Fixed Income and Alternative investment strategies
• Advanced analytical and data management skills (Excel usage, Macro writing, Database queries, etc.)
• CIPM designation preferred