Research, interpret, and apply guidance to determine applicability of the GIPS standards and/or other best practices within each client’s framework and investment structureParticipate in verbal and written communications with clients and proactively alert team members to situations that need support during the engagementPerform 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 materialsDocument all procedures and unique challenges that occurred during the engagementAssist in the preparation of verification reports, performance examination reports, performance certification reports, findings reports, and recommendation lettersStay 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

*Designed and Developed agendas to further SHRM's interest*Build rapport and trust among Chattanooga Professionals*Expose interested students to SHRMs database and usability

•Organize club practices and facilitated over club activities •Manage travel budgets and other expenses •Scheduled monthly meetings with club executives to discuss future plans

*Research and analysis on a particular company's valuation*Demonstrate/present our research through presentation *Quantitative and qualitative analysis on a security using Bloomberg Terminal

• Facilitate event set-up/clean-up, check-in, hospitality, risk management, crisis management, and staff coordination • Assist with the design, advertisement, and interpretation of periodic program interest surveys that will be sent to all students who pay the Student Programs and Services Fee • Participate in monthly staff meetings • Support Office of Student Engagement efforts to make student programs/events accessible and inclusive to all UTC students • Assisting with marketing efforts including hanging up posters, visiting classes/organization meetings, staffing promo tables, and social media promotion • Participating in mandatory spring retreat and summer work day (dates TBD) • Maintain all eligibility requirements related to position for the entire length of position

*Welcome new and help retain existing members *Recruit from classes, provide forms for joining SHRM*Assist and mentor students in ways that enrich their chapter membership experience *Organizing community service events