Client Relations Associate

Client Relations Associate

Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson's investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. Kayne Anderson's philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages $38 billion in assets (as of 6 / 30 / 2025) for institutional investors, family offices, high net worth and retail clients and employs 350 professionals.

General Position Responsibilities :

• Responsible for supporting Sales Representatives with relationship management, client service and sales activities on behalf of the firm's Independent Wealth Channel (RIA), family offices and UHNW clients
• Assist with all preparation for client / prospect meetings
• Send follow-up materials such as presentations, client correspondence, financial and fee analyses, performance and attribution analyses, VDR information, etc.
• Prepare and distribute monthly and quarterly portfolio performance reports via emails, fact sheets, and quarterly portfolio review presentations
• Arrange existing portfolio review and prospecting meetings on a monthly / quarterly basis for portfolio managers and supply the pre-meeting materials
• Handle the routine client service requirements such as wire transfers, required distributions, subscription documents, redemption notices, etc.
• Ad hoc special projects