Investment Performance Analyst
Virtus Investment Partners · Los Angeles, United States · 9mo ago
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.