Cordium is the advanced global provider of regulative agreement consulting, software and accounting, and tax assistance. It was founded in 1997 and located in New York City and has facilities in London, Hong Kong, Malta, and additional U.S. capitals. They are an advanced provider of governance, risk, and agreement report services and technology solutions. They partner with their customers to support them decrease the administrative, operational, and reputational risks affiliated with their company purposes. its customers include driving property experts, individual fund administrators, stock selling advisors, finance businesses, broker-dealers, and national and foreign banks. They reward bonuses and perks, including security benefits, severance benefits, and leave policy.
The individual in this position assists team members with the completion of periodic verifications of financial firms in their capacity to claim compliance with the Global Investment Performance Standards (GIPS). The individual in this position may also be asked to participate in certain internal initiatives.
Execute all verification procedures from start to finish. Research, interpret, and apply guidance to determine applicability within each client’s framework and investment structure as it pertains to the GIPS standards. Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the course of the verification. Monitor and meet target completion dates to ensure client expectations are met. Document all verification procedures and any unique issues that may arise during the course of the verification. Perform detailed analysis of composite membership, firm assets under management, and composite and portfolio accounting data. Also, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing/advertising materials. Assist in the preparation of verification reports, performance examination reports, and recommendation letters. Provide timely advice to clients in response to questions on the GIPS standards, regulatory requirements, best practices, and other related issues. Stay abreast of all changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.).
Bachelor’s Degree required – concentration or previous work experience in business, accounting, finance, or economics required 2 years of previous work experience in investment management, accounting, or financial services is preferred Demonstrated professional integrity Dependable, flexible, and adaptable to new ACA initiatives and changing client needs Ability to work well in a fast-paced, small-team environment Ability to work independently, multi-task and prioritize effectively 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, Adobe Acrobat, and the Internet Willing to travel – up to 35 percent 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.