Investment Performance Consultant

7 days ago


Savannah, Georgia, United States IPS, LLC Full time
Job Summary

We are seeking a highly skilled Investment Performance Consultant to join our team at IPS, LLC.

About the Role

The primary responsibility of this position is to prepare investment reports for assigned clients. The successful candidate will gather data from various sources, including custody banks and investment companies, via direct communication and secure/web-based portals. This individual will then file the data accordingly and make necessary inputs to reporting software.

The ideal candidate will be responsible for calculating and reconciling investment returns and transaction history. Additionally, they will track and evaluate compliance certifications from investment companies, summarizing findings in a professional manner. To ensure accuracy, this person will identify investment return differences and resolve any discrepancies.

The selected candidate will generate reports based on collected data and information, customizing written sections for client reporting. They will also coordinate with other departments to obtain materials required for a client's final reporting package.

About Us

IPS, LLC is an independent, full-service investment consulting firm providing education, proactive advice, and customized solutions to employee benefit plans throughout the United States. Our mission is to uphold best industry practices in governance, ethics, and professionalism, helping clients achieve their investment goals.



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