EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Financial Services Office, EY Comply, GIPS Senior Manager: This position could be located in NC (primary), NY.
EY is the only professional services firm with a separate business unit, the Financial Services Office ("FSO), dedicated to the wealth and asset management, bank and capital markets, and insurance firms. Our FSO teams have been at the forefront of the most significant industry events that are reshaping and redefining the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
The opportunity
Responsibilities:
Facilitate the construction and maintenance of composites in StatPro, ensuring optimal performance and function. Safeguard the accuracy and integrity of composite membership and calculations. Utilize an understanding of various types of performance calculations and statistics to ensure accurate reporting. Interpret investment guidelines and translate these into composite construction rules. Research and resolve monthly performance outliers, collaborating with stakeholders where required. Prepare and review annual GIPS Composite Reports, ensuring all require data and analysis is effectively presented. Document all processes and ensure strict adherence to established GIPS policies and procedures. Provide support to the firm-wide verification process through compiling and providing necessary supporting documentation. Review all standard presentations or marketing materials where composite information is included, maintaining accuracy and relevance. Work closely with internal client-facing teams to address ad-hoc GIPS and composite data requests. Proactively drive improvements across various performance reporting processes, addressing inefficiencies and streamlining operations. Perform user acceptance testing and verification for system upgrades and enhancements, ensuring optimal operational efficiency. Conduct training and education sessions across the firm on GIPS compliance and requirements, fostering a culture of continual learning and professional development. Support outsourcing initiatives and vendor relationships, facilitating communication and cooperation to drive positive business outcomes. Position requires frequent interaction with Account Management related to composite design objectives and expectations; with Business Development related to composite selection, adaptation and presentation for specialized RFP's and RFI's; and with Technology related to data management and systems planning and testing. Qualifications:
Bachelor's or Master's degree in Finance, Business Administration, or a related field. Minimum of 10+ years of relevant experience in a similar role, ideally within the financial/investment industry. Solid understanding of financial markets, investment concepts, and portfolio management processes. Ideal candidates will have experience working for an investment management firm in a similar capacity and familiar with fixed income instruments and strategies. It is preferred that the candidate has working knowledge of Archer and experience with Wrap Fee/Separately Managed Accounts (SMA) business. Proficiency in performance measurement, attribution, and analytics systems (e.g., StatPro, Barclays POINT, FactSet, Morningstar Direct). Familiarity with various types of performance calculations and statistics. Exemplary problem-solving skills with an analytic mindset. Excellent interpersonal and communication skills, both verbal and written. High-level organizational skills with a keen attention to detail. Proactive nature and a strong drive to improve work processes. Excellent ability to work well in a team and collaborate with various departments. CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) certifications would be highly advantageous. Experience in user acceptance testing would be a bonus. What we look for
You should be flexible and able to manage multiple responsibilities, including delivery of exceptional quality work to our clients. In addition, you'll be a motivated self-starter, and will value sharing best practices with your colleagues and leaders.
What we offer We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $129,000 to $294,800. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,800 to $335,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at
