- 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
- 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
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Senior GIPS Compliance Analyst