Analyst
ACA Group · Pune, IN · India · On-site
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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. Position Summary:
The Analyst will be responsible for assisting in the production, review, and the completion of managed service offerings, which include: raw data analysis, maintenance of performance and risk statistic calculations, creation of marketing materials and investor quarterly reports, review of policies and procedures, and liaison with internal stakeholders. Additionally, the individual will help firms in maintaining compliance with SEC regulations and other relevant standards e.g. Global Investment Performance Standards (GIPS®). The individual will be responsible for following desktop procedures and role-specific performance metrics. Job Duties: • Proactively communicate with team members and clients as appropriate on any issues that arise throughout various project processes beginning to end • Review financial records and performance calculations to facilitate the creation of accurate quarterly statements • Assist in creating and formatting quarterly statements, ensuring all relevant data is accurately recorded and disclosed • Document all procedures and unique challenges that occur during the engagement to maintain accurate records and support continuous improvement • Maintain regular communication with internal team members to ensure alignment and effective collaboration. • 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 • Follow all procedures necessary to complete various offerings from start to finish • Participate in 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 • Follow ACA internal “best practices” for the delivery of client services • Collaborate and research novel or complex performance issues and provide results to clients and/or internal staff as needed • Follow new hire onboarding procedures/requirements • Serve as the technical resource on projects and communicate solutions in practical, understandable terms to colleagues • Review personal utilization and ensure timeliness of timecards submission …