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Gips Performance Jobs in California (NOW HIRING)

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Gips Performance information

What is the difference between Gips Performance vs Gips Installer?

AspectGips PerformanceGips Installer
CertificationsTypically requires drywall or finishing certificationsUsually holds drywall installation certifications
Work EnvironmentCommercial and residential construction sites, interior finishingConstruction sites, interior wall installation
Job FocusHigh-quality finishing, performance optimizationInstallation of drywall and related materials
Employer & Industry UsageConstruction companies, renovation firmsBuilding contractors, drywall companies

Gips Performance professionals focus on high-quality drywall finishing and performance enhancement, often requiring specialized certifications. Gips Installers primarily handle drywall installation tasks. While both roles work in similar environments and industries, Gips Performance emphasizes finishing quality and performance standards, whereas Gips Installers concentrate on the installation process.

What are some common challenges faced by professionals working in GIPS Performance roles, and how can they be addressed?

Professionals in GIPS (Global Investment Performance Standards) Performance roles often face challenges such as ensuring data accuracy, maintaining compliance with evolving standards, and coordinating across multiple departments. Balancing the need for timely performance reporting with the rigorous requirements of GIPS can be demanding, especially during audits or when new products are launched. To address these challenges, it's important to establish clear processes, invest in robust data management systems, and maintain open communication with portfolio management, compliance, and IT teams. Ongoing professional development and staying updated on GIPS updates are also key to success in this role.

What are the key skills and qualifications needed to thrive as a GIPS Performance Analyst, and why are they important?

To thrive as a GIPS Performance Analyst, you need a solid understanding of investment performance measurement, financial analysis, and the Global Investment Performance Standards (GIPS), usually supported by a finance or accounting degree. Familiarity with performance measurement software, data analysis tools like Excel, and GIPS compliance systems is typically required, and the CIPM certification is highly valued. Attention to detail, strong analytical thinking, and clear communication are critical soft skills for ensuring accuracy and collaborating with portfolio managers and compliance teams. These skills and qualifications are essential to maintain data integrity, uphold regulatory standards, and deliver reliable performance reporting in the investment industry.

What are GIPS performance standards?

GIPS, or Global Investment Performance Standards, are a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment performance to clients and prospective clients. Adhering to GIPS ensures that performance data is transparent, consistent, and comparable across firms globally. These standards help prevent misleading performance reporting and promote trust and integrity in the investment industry.
What are popular job titles related to Gips Performance jobs in California? For Gips Performance jobs in California, the most frequently searched job titles are:
What job categories do people searching Gips Performance jobs in California look for? The top searched job categories for Gips Performance jobs in California are:
What cities in California are hiring for Gips Performance jobs? Cities in California with the most Gips Performance job openings:
Gips Performance jobs near you
Infographic showing various Gips Performance job openings in California as of June 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution.
Investment Operations Senior Associate - Middle Office

Investment Operations Senior Associate - Middle Office

Regal Executive Search

San Francisco, CA • On-site

Full-time

Posted 13 days ago

Job description

Job Description
Senior Associate, Middle Office Operations
Overview
Senior Associate role contributes to the daily trade operations support of portfolio strategies. Daily trade operations responsibilities include data delivery to custodian banks, communication with traders and brokers for settlement issues and monitoring unsettled trades. Knowledge of the daily valuation process is necessary to work with sub administrators on corporate actions and portfolio reconciliation items. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments and working with the Fund Operations team on large projects such as new account openings, shareholder reporting and annual audits. Taking the lead on projects, resolving data issues, and working with others across departments are common tasks for this position.
This position is based in our San Francisco, CA office with a hybrid model of 3 days/week in-office and 2 days/week remote.
Summary of Key Responsibilities
  • Performing daily trade operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement.
  • Calculation, analysis, and review of funds and/or separate account performance, synthetic performance, and composite performance.
  • Preparing, analyzing, and reporting; holdings, attribution, risk statistics and portfolio characteristics data for internal consumption and external reporting.
  • Interfacing with service providers and sub administrators. Participating in reoccurring calls and system upgrades.
  • Maintaining short-term investments. Working with custodian and sub administrator on set up and safekeeping.
  • Working with a multi-department team to onboard new separate accounts and launch products. Attending meetings, preparing paperwork, providing necessary data, and ensuring functionality with external parties.
  • Contributing to internal and external audits as well as other ad hoc tasks and special projects.

Experience, Skills, and Knowledge
  • 5+ years of experience in a similar middle office role or a role in fund accounting or administration.
  • Knowledge of equity, international and fixed income assets, trade settlements, portfolio analytics, financial reporting and performance and attribution calculations.
  • Strong analytical, organizational, written and communication skills.
  • Able to prioritize tasks and work under pressure when meeting daily deadlines.
  • Highly organized, detail-oriented, flexible, reliable, and proactive.
  • Effective at working both as an individual and in a team-oriented environment.
  • Proficiency with the latest computer technology, particularly Microsoft Excel.
  • Experience with trade operations, trade order management systems, such as Charles River, portfolio analytics systems, such as FactSet or Bloomberg, and GIPS performance calculations and verifications.

Education
  • Bachelor's Degree required in business, finance, or accounting field.

Meet Your Recruiter
Tim Bramley

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