GIPS Composite Specialist - Multiple Offices

Brown Advisory • Baltimore, MD 21203

Posted 1 week ago

Job Description

Company Overview

Every firm has a culture the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms the game-changers, the industry leaders and the disruptors have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management firm that is obsessed with putting clients first not because it's good for business but because we find, and hire, people that truly care about each and every client. We feel privileged to work with such a special group of clients, and find a great deal of satisfaction in not only providing them with the highest level of service, but also first-class performance and strategic advice. Our firm was founded in 1993 as an affiliate of Alex. Brown & Sons, a leading U.S. investment bank, and became independent in 1998. Today, we serve institutional and private clients in 50 states and more than 36 countries and territories from our 8 offices in Austin, Baltimore, Boston, Carolinas, Delaware, London, New York, and Washington, D.C. While every investment firm tries to attract the most qualified professionals, we place a premium on only selecting those individuals who fit our culture and bring sought-after skills to our team. In fact, each of Brown Advisory's 500+ colleagues own equity in the firm. Our ownership structure, collaborative investment process and client-first culture aligns our interests with our clients and results, which also reduces colleague turnover.

Job Description

Brown Advisory provides applicants with a client-first, fast-paced, entrepreneurial environment where they will have the opportunity to develop their problem solving skills with the support of dedicated teammates. Our team takes great care to ensure that the needs of our clients are met and their expectations are exceeded. The Reporting & Business Intelligence Team is currently seeking a dynamic individual to put our clients first as a GIPS Composite Specialist.

The primary duties and responsibilities include but are not limited to:

* Monitor, report, and analyze client restriction guidelines for coding into Firm's trading compliance platform

* Prepare and distribute daily investment compliance reporting

* Partner with compliance and client investment teams to maintain up to date Investment Policy guidelines and governance

* Complete ad-hoc analysis and reporting on the trading compliance platform

* Maintain GIPS compliant presentations and endnotes materials for all asset strategies

* Maintain and implement the firm's GIPS policies and procedures

* Monitor and research the evolving GIPS standards leveraging CFA resource materials and extensive Q&A library

* Partner with 3rd party verifiers to complete the annual GIPS verification audit

* Interface with other departments, including Portfolio Management, Client Service, and Messaging teams to complete RFP's and senior management requests

* Prepare and distribute monthly, quarterly, and annual composite performance reports to business partners through the Firm

* Manage projects that provide tactical solutions and advance the team's strategic goals

* Develop industry insights through proactive networking, conference attendance, and independent research

Job Requirements

* Bachelor's degree required

* 1 -3 years of composite management / performance measurement specific preferred

* Superior analytical and problem solving abilities

* Familiarity with performance measurement calculations and methodologies

* Familiarity with financial products and markets

* Experience with Microsoft Excel (VBA preferred)

* Superior written and oral communication skills

* Superior organization and attention to detail

* Proactive mentality

* Diligent work ethic

* Experience working on team projects

* Ability to adapt in a positive manner to rapidly changing priorities

* Ability to remain calm in a fast paced environment

* Ability to handle confidential material with utmost discretion

* Interested applicants must conduct themselves in a highly professional manner

* Knowledge of Advent Software or other portfolio management systems preferred

* Knowledge of FactSet/BISAM/Eikon/MPI/Tableau preferred

* Please note that this role has flexibility to be positioned in various locations if desired. *


At Brown Advisory we offer a competitive compensation package, including full benefits.

* Medical

* Dental

* Vision

* Wellness program participation incentive

* Financial wellness program

* Gym membership discounts

* Fitness event fee reimbursement

* Corporate gym membership discounts

* Colleague Assistance Program

* Telemedicine Program (for those enrolled in Medical)

* Adoption Benefits

* Daycare late pick-up fee reimbursement

* Basic Life & Accidental Death & Dismemberment Insurance

* Voluntary Life & Accidental Death & Dismemberment Insurance

* Short Term Disability

* Paid maternity and paternity leave

* Group Long Term Disability

* Personal Excess Liability

* Pet Insurance

* 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.


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