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Investment Performance Analyst Jobs

Company

Kayne Anderson Rudnick (KAR)

Address , Los Angeles, Ca
Employment type FULL_TIME
Salary $84,000 - $125,000 a year
Expires 2023-10-04
Posted at 8 months ago
Job 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.
Kayne Anderson Rudnick is seeking an exceptional individual to join our Team as a Investment Performance Analyst. 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:
  • Produce daily, weekly, monthly and quarterly performance reports and analysis
  • Produce timely delivery of client reporting and create custom reports
  • Respond to RFPs/RFIs for performance and analytics related data
  • Maintain and Validate GIPS Composites
  • Ensure policies and procedures are implemented and documented
  • Recommend and implement process changes needed to increase timely and accurate delivery of performance data.
  • Respond to internal ad-hoc requests for data (performance, client, portfolio analytics) from various stakeholders
  • Lead the annual GIPS Examination effort
  • Participate in special initiative projects as needed
SPECIFIC QUALIFICATIONS:
  • Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
  • Ability to quickly learn new systems and software
  • Knowledge of GIPS and performance measurement concepts
  • 3 to 5 years’ relevant experience
  • Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
  • Microsoft Office Proficiency (Word, Excel, Outlook, Access, Explorer)
  • Bachelor’s Degree in Economics, Finance, Statistics or equivalent
  • Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
  • Progress towards CIPM, CFA is a plus
  • Strong communication skills; with the ability to explain detailed messages to internal stakeholders
  • Interpersonal/Communication/Language Skills:
  • 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
  • Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
  • Able to work independently, and also effectively in a team environment
In addition to health insurance, Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:
  • 24-Hour Employee Assistance Program
  • Life and Disability Insurance
  • Flexible Spending Accounts including Dependent Care
  • Medical, Dental, and Vision Insurance
  • Health Savings Account with a Company Match
  • Wellness Program
  • Onsite Gym
  • Adoption Assistance
  • Paid Volunteer days
  • Tuition Reimbursement
  • Fully stocked kitchen- lunch provided
  • Competitive Pay
  • Paid Family Care Time
  • Hybrid 3/2 remote
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
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 general information on Kayne Anderson Rudnick, please access the firm’s web site at
www.kayne.com
.
Salary Range: $84,000 - $125,000
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
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