Senior Investment Performance Analyst

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

This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.

In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm’s GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special 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.

• Manage the daily, monthly and quarterly reporting of investment performance
• Oversee the firm’s GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
• Run and analyze performance attribution, providing commentary and insights on observations
• Calculate and analyze portfolio fundamental characteristics
• Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
• Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
• Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
• Participate and lead special initiative projects as needed
• Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models – Axioma, Barra, Morningstar Direct

Ideal Qualifications:

• Bachelor’s degree in economics, finance, statistics or equivalent
• Progress towards CIPM, CFA is a plus
• At least 5-7 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 insights, and ideas to enhance current procedures
• Strong leadership skills with the ability to train and motivate junior team members
• Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
• Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions

The starting salary range is $115,000 to $160,000.

The starting salary range 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 the company’s annual incentive plan.

Benefits:

We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness.  We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

• 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
• Gym onsite
• Paid Parking -LA Office
• Lunch provided
• Hybrid 3/2 (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.

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 information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com