Investment Performance Analyst

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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, work hard, and support each other as a team and as individuals.

Job Description

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, and committed individual with strong initiative and excellent communication skills for the role of Investment Performance Analyst.

This position is primarily responsible for maintaining and calculating GIPS Composites, including coordinating and supporting GIPS Verification efforts. It also involves fulfilling periodic and ad-hoc reporting needs, such as performance and risk statistics, portfolio analytics, fundamental characteristics, and attribution. Additionally, the role includes assisting with RFP / Questionnaires for performance data and cross-training across other functions within the PAR team.

Duties and Responsibilities

• Maintain and validate GIPS Composites
• Lead the annual GIPS Examination
• Produce performance reports and analysis on daily, weekly, monthly, and quarterly basis
• Deliver client reports timely and create custom reports
• Respond to internal ad-hoc data requests from stakeholders
• Handle RFPs / RFIs for performance data
• Participate in special initiatives and projects
• Ensure policies and procedures are documented and followed
• Recommend and implement process improvements

Ideal Qualifications

Interpersonal and Communication Skills

Compensation and Benefits

Salary Range : $80,000 - $120,000, based on education, experience, and location. The role includes participation in a company incentive plan, comprehensive benefits including health insurance, 401(k) match, wellness programs, tuition reimbursement, and more. The position offers a hybrid work model (3 days remote, 2 days in-office).

About Kayne Anderson Rudnick

We are committed to diversity, teamwork, and high-quality investment strategies. Recognized as the Best Firm Culture at the 2022 PAM Awards, we foster a respectful and empowering environment. We are an equal opportunity employer.

Additional Information

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Finance and Sales

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