Performance Reporting Manager

Posted 6 days ago

meeder investment managementDublin (OH)

Financial Managers Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Performance Reporting Manager Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 120 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients both directly and through financial advisors to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are energetic, team-oriented, resourceful, and want to make an impact on a thriving firm. The Performance Reporting Manager will build and lead a team to manage all performance reporting responsibilities across Meeder's core business lines: Meeder Wealth Management, Meeder Public Funds, and Advisor Consulting. This includes internal reporting, external reporting, managing annual GIPS verification, and ensuring ongoing GIPS compliance. The ideal candidate will be located in the Columbus, Ohio area, but we are open to candidates from across the United States who are interested in working remotely.

Primary Responsibilities: Manage and develop a dedicated performance reporting team. Oversee monthly review and validation of performance figures for all investment strategies. Provide monthly, quarterly, and annual performance data to Meeder's Marketing Department for all marketing collateral. Lead annual GIPS verification process, conduct monthly composite reviews, and ensure ongoing compliance with GIPS 2020 Standards. Liaise among Meeder business leaders, internal compliance, and third-party GIPS verification team. Act as subject matter expert for performance measurement and GIPS compliance on strategic projects.

Critical Success Factors: Demonstrate ownership of responsibilities of the team. Deep understanding of performance and risk calculations. Ability to manage multiple deadlines while communicating progress and status. Strong written and verbal communication skills. Team player who is committed, dedicated, and confident. Professional and accountable with a high degree of ethics and integrity. Willingness to learn and expand knowledge base through continuing education.

Skills Required: Bachelor's degree required. Certificate in Investment Performance Measurement (CIPM) preferred. Experience with Morningstar Direct and Bloomberg preferred. At least 3-5 years of experience in investment performance reporting. At least 1-3 years of experience with GIPS compliance and annual verification. At least 1-3 years of leadership experience.

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