Investment Performance Analyst

Investment Performance Analyst

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of 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: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.

• 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

Annual based incentive:

Salary Range: $80,000 - $120,000

The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan.

In addition to Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:

• Competitive Pay
• Medical, Dental, and Vision Insurance
• 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
• Paid parking
• Gym onsite
• Fully stocked kitchen- lunch provided
• Hybrid 3/2 remote (subject to change)

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.