Investment Performance Analyst at Kayne Anderson Rudnick

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

120000.0

Posted On

27 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

GIPS Composites, Performance Measurement, Portfolio Analytics, Risk Statistics, MS Excel, FactSet Portfolio Analysis, Communication Skills, Organizational Skills, Self-Starter, Interpersonal Skills

Industry

Financial Services

Description

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and calculation of GIPS Composites, including coordinating and supporting the GIPS Verification efforts. In addition, this role would be responsible for fulfilling periodic and ad-hoc reporting needs, which may include performance and risk statistics, portfolio analytics requests, fundamental characteristics, and attribution. This role would also be required to help with fulfilling RFP/Questionnaires requests for performance data. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and assist on other related projects as needed. Duties and Responsibilities: Maintain and Validate GIPS Composites Lead the annual GIPS Examination effort Produce daily, weekly, monthly and quarterly performance reports and analysis Produce timely delivery of client reporting and create custom reports Respond to internal ad-hoc requests for data (performance, client, portfolio analytics) from various stakeholders Respond to RFPs/RFIs for performance and analytics related data Participate in special initiative projects as needed Ensure policies and procedures are implemented and documented Recommend and implement process changes as needed to increase timely and accurate delivery of performance data Ideal Qualifications: Bachelor’s Degree in Economics, Finance, Statistics or equivalent Progress towards CIPM, CFA is a plus 3 to 6 years’ relevant experience Knowledge of GIPS and performance measurement concepts Experience with FactSet Portfolio Analysis and SPAR is extremely helpful Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Microsoft Office Proficiency (Word, Excel, Outlook) Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg Ability to quickly learn new systems and software Interpersonal/Communication/Language Skills: Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines Effective organizational skills; with the ability to focus on details within the context of the overall goals Self-starter with motivation to develop new ideas to enhance current procedures Strong communication skills; with the ability to explain detailed messages to internal stakeholders Able to work independently, and also effectively in a team environment The starting base salary is $80,000.00 to $120,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview: Competitive Pay Medical, Dental, and Vision Insurance (starting day 1) Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy We employ a long-term oriented, quality investment strategy across all of our investment disciplines. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. Ranked #3 on Barron’s top 100 investment advisors. Ranked #7 of RIA firms by Forbes in 2024 Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role. We are KAR, an investment firm specializing in high-quality investment strategies, based in Los Angeles KAR has a 40-year history serving a diverse client base that includes corporations, endowments, foundations, public entities, taft-hartley clients, and mutual funds. Our unique approach is applied to an array of investment solutions, including small cap (domestic, international, and emerging markets), small-mid cap, mid cap, large cap, all cap and global yield strategies. Please click on the link to review the notice.

Responsibilities

The Investment Performance Analyst is responsible for maintaining and calculating GIPS Composites and supporting GIPS Verification efforts. This role also involves producing performance reports and responding to internal data requests.