Analyst, GIPS Compliance

This role supports the production and review of internal managed service deliverables, including raw data analysis, maintenance of performance and risk statistic calculations, and preparation of data used in investor reporting and marketing materials. It will assist in reviewing internal policies and procedures and collaborate closely with team members in Pune and across U.S.-based teams to ensure accurate and timely outputs.

The Analyst will also contribute to maintaining compliance with SEC regulations and standards such as the Global Investment Performance Standards (GIPS®), under the guidance of senior team members. The individual is expected to follow established desktop procedures and meet role-specific performance metrics while developing foundational skills in performance reporting and internal collaboration.

What you’ll do:  

• Support communication with team members and clients, escalating issues to senior staff as needed.
• Assist in reviewing financial records and performance data to help prepare accurate quarterly statements.
• Help format and compile quarterly statements, ensuring data is recorded and disclosed correctly.
• Document procedures and note any challenges encountered during engagements to support process improvement.
• Maintain regular communication with internal team members to stay aligned on project goals.
• Learn to analyze composite membership, firm AUM, and portfolio data; assist in calculating performance statistics under GIPS®.
• Follow established procedures to support the delivery of various service offerings.
• Contribute to the preparation of client deliverables under guidance.
• Stay informed about updates to GIPS standards and relevant regulations.
• Participate in ad hoc tasks and internal initiatives as assigned.
• Track task deadlines and support the team in meeting client expectations.
• Adhere to ACA’s internal best practices for client service delivery.
• Collaborate with team members to research performance issues and assist in developing solutions.
• Complete onboarding requirements and training activities.
• Learn from senior team members and contribute to technical discussions as appropriate.
• Submit timecards accurately and on time.

To Qualify for the role, you will have:  

• Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred 
• In the absence of one of the specified degrees, individual must have one
• Minimum of (0-2) years of previous work experience in investment management, accounting, or financial services

Ideally you will have: 

• Investment management industry experience specifically investment performance measurement
• Working knowledge of the Global Investment Performance Standards (GIPS)

Skills and Attributes for, Success:  

• Demonstrated professional integrity
• Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
• Ability to exercise discretion and make independent judgments on matters of significance
• Ability to work in a fast-paced small team environment
• Ability to establish and maintain effective working relationships with colleagues and clients
• Highly motivated and goal oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks.
• Dedicated to upholding ACA’s high-quality standards and customer service focus
• Strong organizational and problem-solving skills with attention to detail
• Strong oral and written communication skills
• Proficient with Microsoft Office applications and Adobe Acrobat
• Willing to travel

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. Our Total Rewards package includes medical and dental coverage 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. We also offer unique benefits such as Student Debt Forgiveness and Pet Insurance.  

About ACA: 

ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape. 

What we commit to: 

ACA is firmly committed to a policy of nondiscrimination, which applies to recruiting, hiring, placement, promotions, training, discipline, terminations, layoffs, transfers, leaves of absence, compensation and all other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.