Client Reporting Analyst/GIPS Specialist

New York Life Investment Management LLC (NYLIM), an integrated asset management enterprise with over $250 billion in assets under management, is currently seeking an experienced Client Reporting Analyst/GIPS Specialist who will be responsible for the coordination of all GIPS related activities for the NYLIM GIPS Firm as well as the creation and delivery of GIPS compliant third-party reporting to internal and external clients.

 

Duties and Responsibilities:

Ø  Coordination of all GIPS related activities including:

Ø  Ensure strict, firm level adherence to GIPS Standards

Ø  Responsible for the coordination of the quarterly GIPS Performance Examination for NYLIM’s marketed composites

Ø  Serve as a key member of the monthly GIPS Working Group meetings and assist in the preparation of the semi-annual GIPS Oversight Committee meetings

Ø  Maintenance of all the NYLIM GIPS Composites and oversight of composite performance and relevant statistics

Ø  Preparation and delivery of internal and external weekly and monthly performance reports

Ø  Prepare GIPS compliant reports for third party clients

Ø  Interface with all levels of management e.g., portfolio management and business management

Ø  Participate in departmental and interdepartmental projects.

Ø  Develop and maintain strong relationships with internal customers

Ø  Promote customer-focussed approach, both internally and externally

 

Knowledge and Skills

Ø  Minimum 5 years direct experience in the investment management industry with experience in the following areas:

Ø  Proven experience and knowledge of performance measurement methodologies including modified deitz and true-time weighted

Ø  Solid working knowledge of the GIPS Standards

Ø  Strong analytical background

Ø  Strong oral and written communication skills

Ø  Strong presentation skills

Ø  Strong project management skills

Ø  Proven experience with establishing and maintaining strong customer relations both internally and externally

 

We offer a competitive compensation package; a flexible benefits program, 401 (k) with Company match, a tuition assistance program, an on-site fitness center, and many other attractive benefits.

We are proud to be an equal opportunity employer. M/F/D/V.

 

NYLIM is a wholly owned subsidiary of New York Life Insurance Company.

If you are interested in this excellent opportunity at New York Life Investment Management, please email your resume to securities_operations@nylim.com