Performance Reporting Manager

Meeder Investment Management

Posted on : 06-04-2025

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1 Vacancy

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Job Location

Dublin, CA - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 06-04-2025

Job Description

Meeder Investment Management is an employeeowned 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.

Meeders 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 teamoriented 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 Meeders 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 Meeders 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 thirdparty 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

Bachelors degree required.
Certificate in Investment Performance Measurement (CIPM) preferred.
Experience with Morningstar Direct and Bloomberg preferred.
At least 35 years of experience in investment performance reporting.
At least 13 years of experience with GIPS compliance and annual verification.
At least 13 years of leadership experience.

Required Experience:

Manager

Employment Type

Full Time

Company Industry

Key Skills

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About Company

Meeder Investment Management

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