Consultant, APS
ACA Group · Portland, ME · 4 wk ago
Full-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Also remove "Form Last Revised: June 2023 Page 2 of 3" etc. Also remove "To Qualify for the role, you will have:" maybe part of Requirements. Also "Ideally, you’ll also have:" maybe part of Qualifications? We need to parse.
Let's extract content:
The Opportunity: description: "The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives."
That's about the role.
What you’ll do: list of duties (research, interpret, apply guidance; participate in communications; perform detailed analysis; document procedures; assist in preparation of reports; stay abreast of changes; perform ad hoc work). Also "8. Monitor and meet target completion dates to ensure client expectations are met". So responsibilities.
To Qualify for the role, you will have: Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred. Required Experience: Minimum of 2 years of previous work experience in investment management, accounting, or financial services. Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry. Ideally, you’ll also have: knowledge of the requirements and recommendations of CFA Institute’s GIPS standards (ii) understanding of policies and procedures for establishing and maintaining GIPS compliance providing GIPS and/or performance consulting services that assist with the maintenance of compliance or (iV) other experience with investment performance measurement.
Skills and Attributes for Success: list of attributes.
What working at ACA offers: benefits description: competitive compensation package, medical and dental coverage, 401(k) plans, wide range of paid time off options, flexible work environment, time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, other leaves, unique benefits such as Student Debt Forgiveness and Pet Insurance.
About ACA: description of company.
What we commit to: EEO statement (should be removed as boilerplate). Also "The cash compensation range we have provided has been benchmarked..." etc. Also Salary Range: $60K-$65K plus bonus. Also privacy notice (should be removed). Also "Please note that everyone using..." etc (boilerplate). So we need to extract Pay: Salary Range: $60K-$65K plus bonus. Also maybe mention bonus.
Schedule: Not mentioned. No schedule info. So we should not create Schedule section.
Benefits: we have benefits described.
Qualifications: maybe combine education and experience? The spec says we can have Qualifications section separate from Requirements. Usually Requirements = experience, Qualifications = education/degrees. But we can decide. We need to include sections only if there is real specific content. We have education (Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred). That's qualifications. Also required experience (2 years) etc. That's requirements. Also "Ideally, you’ll also have:" maybe additional qualifications.
Skills: we have Skills and Attributes for Success.
About the role: we have The Opportunity paragraph.
Responsibilities: we have What you’ll do list.
Benefits: we have What working at ACA offers.
Pay: we have Salary Range: $60K-$65K plus bonus.
We should not include About ACA? That's not a standard heading; maybe could be "About the company" but not in list. The instruction only allows those headings. So we should omit About ACA content unless we can fit into another section? Probably we should omit as not requested. The instruction: "Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Also remove "Form Last Revised: June 2023 Page 2 of 3" etc. Also remove "To Qualify for the role, you will have:" maybe part of Requirements. Also "Ideally, you’ll also have:" maybe part of Qualifications? We need to parse.
Let's extract content:
The Opportunity: description: "The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives."
That's about the role.
What you’ll do: list of duties (research, interpret, apply guidance; participate in communications; perform detailed analysis; document procedures; assist in preparation of reports; stay abreast of changes; perform ad hoc work). Also "8. Monitor and meet target completion dates to ensure client expectations are met". So responsibilities.
To Qualify for the role, you will have: Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred. Required Experience: Minimum of 2 years of previous work experience in investment management, accounting, or financial services. Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry. Ideally, you’ll also have: knowledge of the requirements and recommendations of CFA Institute’s GIPS standards (ii) understanding of policies and procedures for establishing and maintaining GIPS compliance providing GIPS and/or performance consulting services that assist with the maintenance of compliance or (iV) other experience with investment performance measurement.
Skills and Attributes for Success: list of attributes.
What working at ACA offers: benefits description: competitive compensation package, medical and dental coverage, 401(k) plans, wide range of paid time off options, flexible work environment, time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, other leaves, unique benefits such as Student Debt Forgiveness and Pet Insurance.
About ACA: description of company.
What we commit to: EEO statement (should be removed as boilerplate). Also "The cash compensation range we have provided has been benchmarked..." etc. Also Salary Range: $60K-$65K plus bonus. Also privacy notice (should be removed). Also "Please note that everyone using..." etc (boilerplate). So we need to extract Pay: Salary Range: $60K-$65K plus bonus. Also maybe mention bonus.
Schedule: Not mentioned. No schedule info. So we should not create Schedule section.
Benefits: we have benefits described.
Qualifications: maybe combine education and experience? The spec says we can have Qualifications section separate from Requirements. Usually Requirements = experience, Qualifications = education/degrees. But we can decide. We need to include sections only if there is real specific content. We have education (Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred). That's qualifications. Also required experience (2 years) etc. That's requirements. Also "Ideally, you’ll also have:" maybe additional qualifications.
Skills: we have Skills and Attributes for Success.
About the role: we have The Opportunity paragraph.
Responsibilities: we have What you’ll do list.
Benefits: we have What working at ACA offers.
Pay: we have Salary Range: $60K-$65K plus bonus.
We should not include About ACA? That's not a standard heading; maybe could be "About the company" but not in list. The instruction only allows those headings. So we should omit About ACA content unless we can fit into another section? Probably we should omit as not requested. The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples; we could also include other headings? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should not add About ACA.
Thus output sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We need to ensure we don't include filler like "commensurate with experience". Not present.
We need to preserve all substantive information. Let's extract precisely.
About the role: The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.
Responsibilities: list items from "What you’ll do:" plus the "8. Monitor and meet target completion dates to ensure client expectations are met". Let's capture each bullet:
- Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
- Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
- Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
- Document all procedures and unique challenges that occurred during the engagement
- Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
- Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
- Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives
- Monitor and meet target completion dates to ensure client expectations are met
We should keep as - .
Requirements: Minimum of 2 years of previous work experience in investment management, accounting, or financial services. Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry.
Also maybe "Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred." That's qualifications. We'll put that in Qualifications.
Qualifications: Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred. Additionally, ideally you’ll also have: knowledge of the requirements and recommendations of CFA Institute’s GIPS standards; understanding of policies and procedures for establishing and maintaining GIPS compliance; providing GIPS and/or performance consulting services that assist with the maintenance of compliance; other experience with investment performance measurement.
We need to preserve the bullet points from "Ideally, you’ll also have:" which includes (ii) etc. The text: "Ideally, you’ll also have: knowledge of the requirements and recommendations of CFA Institute’s GIPS standards (ii) understanding of policies and procedures for establishing and maintaining GIPS complianceproviding GIPS and/or performance consulting services that assist with the maintenance of compliance or(iV) other experience with investment performance measurement." It seems garbled due to missing punctuation. We need to preserve as is but maybe we can format as list items.
Let's extract the list:
- knowledge of the requirements and recommendations of CFA Institute’s GIPS standards
- understanding of policies and procedures for establishing and maintaining GIPS compliance
- providing GIPS and/or performance consulting services that assist with the maintenance of compliance
- other experience with investment performance measurement
We'll keep those.
Skills: list from Skills and Attributes for Success:
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to exercise discretion and make independent judgments on matters of significance
- Ability to work in a fast-paced small team environment
- Ability to establish and maintain effective working relationships with colleagues and clients
- Highly motivated and goal oriented; pro-active in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks.
- Dedicated to upholding ACA’s high-quality standards and customer service focus
- Strong organizational and problem-solving skills with attention to detail
- Strong oral and written communication skills
- Proficient with Microsoft Office applications and Adobe Acrobat
- Willing to travel
We should keep as list.
Benefits: from "What working at ACA offers:":
- Competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.
- Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
- Time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
- Unique benefits such as Student Debt Forgiveness and Pet Insurance.
We could also mention "competitive compensation package" but that overlaps with Pay. We'll keep benefits as described.
Pay: Salary Range: $60K-$65K plus bonus.
We should not include other cash compensation range discussion etc. Just the range.
Now produce HTML fragment with
headings and
or
- . Ensure no extra text.
Let's craft:
About the role
The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.
Responsibilities
- Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
- Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
- Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
- Document all procedures and unique challenges that occurred during the engagement
- Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
- Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
- Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives
- Monitor and meet target completion dates to ensure client expectations are met
Requirements
- Minimum of 2 years of previous work experience in investment management, accounting, or financial services.
- Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry.
Qualifications
Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred.
- Knowledge of the requirements and recommendations of CFA Institute’s GIPS standards
- Understanding of policies and procedures for establishing and maintaining GIPS compliance
- Providing GIPS and/or performance consulting services that assist with the maintenance of compliance
- Other experience with investment performance measurement
Skills
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to exercise discretion and make independent judgments on matters of significance
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should not add About ACA.
Thus output sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We need to ensure we don't include filler like "commensurate with experience". Not present.
We need to preserve all substantive information. Let's extract precisely.
About the role: The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.
Responsibilities: list items from "What you’ll do:" plus the "8. Monitor and meet target completion dates to ensure client expectations are met". Let's capture each bullet:
- Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
- Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
- Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
- Document all procedures and unique challenges that occurred during the engagement
- Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
- Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
- Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives
- Monitor and meet target completion dates to ensure client expectations are met
We should keep as - .
Requirements: Minimum of 2 years of previous work experience in investment management, accounting, or financial services. Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry.
Also maybe "Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred." That's qualifications. We'll put that in Qualifications.
Qualifications: Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred. Additionally, ideally you’ll also have: knowledge of the requirements and recommendations of CFA Institute’s GIPS standards; understanding of policies and procedures for establishing and maintaining GIPS compliance; providing GIPS and/or performance consulting services that assist with the maintenance of compliance; other experience with investment performance measurement.
We need to preserve the bullet points from "Ideally, you’ll also have:" which includes (ii) etc. The text: "Ideally, you’ll also have: knowledge of the requirements and recommendations of CFA Institute’s GIPS standards (ii) understanding of policies and procedures for establishing and maintaining GIPS complianceproviding GIPS and/or performance consulting services that assist with the maintenance of compliance or(iV) other experience with investment performance measurement." It seems garbled due to missing punctuation. We need to preserve as is but maybe we can format as list items.
Let's extract the list:
- knowledge of the requirements and recommendations of CFA Institute’s GIPS standards
- understanding of policies and procedures for establishing and maintaining GIPS compliance
- providing GIPS and/or performance consulting services that assist with the maintenance of compliance
- other experience with investment performance measurement
We'll keep those.
Skills: list from Skills and Attributes for Success:
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to exercise discretion and make independent judgments on matters of significance
- Ability to work in a fast-paced small team environment
- Ability to establish and maintain effective working relationships with colleagues and clients
- Highly motivated and goal oriented; pro-active in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks.
- Dedicated to upholding ACA’s high-quality standards and customer service focus
- Strong organizational and problem-solving skills with attention to detail
- Strong oral and written communication skills
- Proficient with Microsoft Office applications and Adobe Acrobat
- Willing to travel
We should keep as list.
Benefits: from "What working at ACA offers:":
- Competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.
- Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
- Time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
- Unique benefits such as Student Debt Forgiveness and Pet Insurance.
We could also mention "competitive compensation package" but that overlaps with Pay. We'll keep benefits as described.
Pay: Salary Range: $60K-$65K plus bonus.
We should not include other cash compensation range discussion etc. Just the range.
Now produce HTML fragment with
headings and
or
- . Ensure no extra text.
Let's craft:
About the role
The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.
Responsibilities
- Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
- Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
- Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
- Document all procedures and unique challenges that occurred during the engagement
- Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
- Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
- Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives
- Monitor and meet target completion dates to ensure client expectations are met
Requirements
- Minimum of 2 years of previous work experience in investment management, accounting, or financial services.
- Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry.
Qualifications
Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred.
- Knowledge of the requirements and recommendations of CFA Institute’s GIPS standards
- Understanding of policies and procedures for establishing and maintaining GIPS compliance
- Providing GIPS and/or performance consulting services that assist with the maintenance of compliance
- Other experience with investment performance measurement
Skills
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to exercise discretion and make independent judgments on matters of significance
headings and
or
- . Ensure no extra text.
Let's craft:
About the role
The role of consultant assists in the completion of periodic verifications of investment management firms’ adherence to the Global Investment Performance Standards (GIPS®), and other performance-related service offerings. The individual in this position may also be asked to participate in certain other internal initiatives.
Responsibilities
- Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structure
- Participate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagement
- Perform detailed analysis of composite membership, firm assets under management and composite and portfolio accounting data, recalculate performance statistics in accordance with the GIPS standards, and confirm data is accurately recorded and disclosed in marketing / advertising materials
- Document all procedures and unique challenges that occurred during the engagement
- Assist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation letters
- Stay abreast of changes and updates to the GIPS standards and participate in continuing education (CIPM, CFA Institute meetings, webcasts, current events, etc.)
- Perform ad hoc work/special projects as necessary to support ACA on various client and internal initiatives
- Monitor and meet target completion dates to ensure client expectations are met
Requirements
- Minimum of 2 years of previous work experience in investment management, accounting, or financial services.
- Solid working knowledge of the Global Investment Performance Standards (GIPS) and the investment management industry.
Qualifications
Bachelor’s degree – Major or concentration in business, accounting, finance, or economics preferred.
- Knowledge of the requirements and recommendations of CFA Institute’s GIPS standards
- Understanding of policies and procedures for establishing and maintaining GIPS compliance
- Providing GIPS and/or performance consulting services that assist with the maintenance of compliance
- Other experience with investment performance measurement
Skills
- Demonstrated professional integrity
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
- Ability to exercise discretion and make independent judgments on matters of significance