GIPS || Fixed Income ||Investment Performance

  • Pune
  • Aca Group
Position Summary: The Consulting Team Manager oversees the team in Pune and acts as the technical lead in the completion of managed service offerings, which includes raw data analysis, maintenance of performance and risk statistic calculations, creation of marketing materials and investor reports, and liaison with internal stakeholders. The individual in this position will oversee hiring, training, quality of work, and supervise the professional growth of junior personnel. The individual will also be responsible for developing and maintaining desktop procedures as well as the creation of reporting metrics and presentation to the US leadership team. Job Duties: Review detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, calculate performance statistics in accordance with the Global Investment Performance Standards (GIPS®), and confirm data is accurately recorded and disclosed in marketing / advertising materials Document all procedures necessary to complete various offerings from start to finish Oversee the preparation of service deliverables Stay abreast of changes and updates to the GIPS standards and applicable laws and regulations Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives Monitor and ensure target completion dates and client expectations are met Participate in creating ACA internal “best practices” for the delivery of client services Provide direction and guide junior colleagues on novel or complex performance issues and delivery of results to clients and/or internal staff as needed Help facilitate and support HR in hiring processes, review curriculum vitae, and participate in new hire interviews Implement and follow new hire onboarding procedures Supervise, train, evaluate, oversee, and provide feedback to junior colleagues Serve as the technical resource on projects and communicate solutions in practical, understandable terms to colleagues Review employee utilization and timeliness of supervisees’ timecards submission Evaluate and communicate the team’s performance against quality control metrics, and resolve any issues in a timely fashion Required Experience 1. Minimum of six (6) years of previous work experience in investment management, accounting, or financial services 2. Minimum of three (3) years of supervisory experience Preferred Experience Investment management industry experience specifically private market investments Working knowledge of the Global Investment Performance Standards (GIPS) Skills & Attributes: 1. Demonstrated professional integrity 2. Dependable, flexible, and adaptable to new ACA initiatives and changing client needs 3. Ability to exercise discretion and make independent judgments on matters of significance 4. Ability to work in a fast-paced small team environment 5. Ability to establish and maintain effective working relationships with colleagues and clients 6. Highly motivated and goal oriented; pro-active in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks. 7. Dedicated to upholding ACA’s high-quality standards and customer service focus 8. Strong organizational and problem-solving skills with attention to detail 9. Strong oral, interpersonal, and written communication skills 10. Proficient with Microsoft Office applications and Adobe Acrobat About ACA: ACA was founded in 2002 by four former SEC regulators and one former state regulator. The founders saw a need for investment advisers to receive expert guidance on existing and new regulations. Over the years, ACA has grown both organically and by acquisition to expand our GRC business and technology solutions. Our services now include GIPS standards verification, cybersecurity and technology risk, regulatory technology, ESG advisory, AML and financial crimes, financial and regulatory reporting, and Mirabella for establishing EU operations. We are the leading governance, risk, and compliance (GRC) advisor in financial services. When you join ACA, you'll become part of a team whose unique combination of talent includes the industry's largest team of former regulators, compliance professionals, legal professionals, and GIPS® standards verifiers in the industry, along with practitioners in cybersecurity, ESG, and regulatory technology. What working at ACA offers: We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment. You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Plus, we offer: Continuous learning : You will develop the mindset and skills to navigate whatever comes next. Success as defined by you : We will provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership : We will give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture : You will be embraced for who you are and empowered to use your voice to help others find theirs More about ACA: ACA is an equal opportunity employer and does not unlawfully discriminate against current or prospective employees on the basis of race, color, religion, sex, age, national origin, pregnancy, child birth, or a related medical condition, familial status, marital status, sexual orientation, gender identity, gender expression, disability, veteran status, citizenship, ancestry, genetic information, or any other characteristic prohibited by law. Our team enjoys an entrepreneurial work environment by offering innovative and tailored solutions for our clients. We encourage creative thinking and making the most of your experience at ACA by offering multiple career paths. We foster a culture of growth by focusing on continuous learning through inquiry and curiosity, and transparency. If you’re ready to be part of an award-winning, global team of thoughtful, talented, and committed professionals, you’ve come to the right place.