- Neuberger Berman (New York, NY)
- …reporting and ensuring compliance with the Global Investment Performance Standards ( GIPS ). This role requires significant experience in performance reporting, a deep ... understanding of GIPS compliance, and the ability to lead a high-performing...clients. + Ensure that all performance reporting complies with GIPS standards and relevant regulatory requirements. + Develop and… more
- Nuveen Investments (Minneapolis, MN)
- …opening, closing and maintenance activities in the portfolio accounting system. + Prepare GIPS Reports for all composites/GCFs and gather support requested by the ... GIPS Verifier; serve on GIPS Committee. + Calculate/Review Net of Fee performance returns for clients and composites. + Cross-train and serve as primary back-up… more
- BlackRock (Princeton, NJ)
- …internally with Portfolio Management, Product Strategy, Fund Controllers, Compliance and GIPS teams + Demonstrate subject matter expertise and ownership of the ... **Experience** + 7+ years of investment management performance oversight / GIPS work experience or equivalent. Alternative investment experience, specifically for… more
- Truist (Atlanta, GA)
- …and/or Lending 10. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses 11. CIA, CPA, CISA, MPA, MBA or advanced ... degree 12. Demonstrated proficiency in identifying operational, compliance, reputational, strategic, liquidity, market and technology risks 13. Strong written, PowerPoint and oral communication skills along with exceptional decision making and judgment skills.… more
- TIAA (Dallas, TX)
- …and regulatory experience, such as a strong understanding of applying FINRA, NAIC, GIPS , SEC and NFA/CFTC marketing rules, in order to support diverse cross-wrapper ... marketing initiatives across the products and services holistically offered through Nuveen and its investment specialists (including, but not limited to 529 plans, mutual funds, closed-end funds, collective investment trusts, exchange-traded funds, private… more