GIPS Performance Reporting Analyst

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

• B.S in Business, Finance, Economics, or Statistics
• 3-5 years as a data or Reporting Analyst or other relevant work experience.
• Experience with GIPS Compliance standards
• Demonstrated analytical skills.
• Excellent time management and organizational skills.
• Ability to independently multi-task and deliver on deadlines and deliverables.
• CIPM Certificate or Candidate preferred.
• Exceptional attention to detail while still understanding the big picture.
• Excellent communication skills, both written and verbal.
• Ability to balance completing scheduled deliverables and ad hoc requests.
• Strong analytical and problem-solving skills.

SKILLSET EXPECTED

• CIPM of similar certification. If not a holder of corresponding certificate, then extensive practical experience managing this function at a GIPS compliant asset manager
• Ability to analyze, interpret and explain performance, performance contribution and attribution and distill the drivers impacting performance.
• Strong analytical and data analysis and interpretation skills with a proven track record of working with large data sets and formulating interpretation and supporting others in creating corresponding narratives.
• Strong working knowledge of Microsoft Office applications (Excel proficiency using pivot tables, Match Index, H- & V-lookups, etc., Outlook, Word, PowerPoint)
• Familiarity of Power BI, SQL, VBA
• Use of Capital IQ’s portfolios tools a plus
• Use of Northern Trust’s platform (IOO, FA) huge plus

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.