Investment Performance Analyst

Virtus Investment Partners, Inc; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Wellness Program

Tuition Reimbursement

Paid Family Care Time

Paid Volunteer Days

Job summary

Virtus Investment Partners, Inc in Los Angeles is seeking an Investment Performance Analyst. This role involves maintaining GIPS composites and producing performance reports while ensuring timely delivery of data.

The ideal candidate holds a Bachelor's degree in Economics, Finance, or Statistics, with 3 to 6 years of relevant experience. The position offers competitive pay starting from $80,000 to $120,000, plus benefits like medical insurance and tuition reimbursement.

Qualifications

• 3 to 6 years of relevant experience.
• Progress towards CIPM, CFA is a plus.
• Ability to quickly learn new systems and software.

Responsibilities

• Maintain and validate GIPS composites.
• Produce daily, weekly, monthly, and quarterly performance reports.
• Generate timely client reporting and create custom reports.

Skills

Knowledge of GIPS

Performance measurement concepts

Proficiency in MS Excel

Microsoft Office proficiency

Strong organizational skills

Strong communication skills

Education

Bachelor's degree in Economics, Finance, Statistics, or equivalent

Tools

FactSet Portfolio Analysis

SPAR

Sylvan

GWP

Bloomberg

Job description

Investment Performance Analyst

Located in our Century City office.

Duties and Responsibilities

• Maintain and validate GIPS composites.
• Lead the annual GIPS examination effort.
• Produce daily, weekly, monthly, and quarterly performance reports and analysis.
• Generate timely client reporting and create custom reports.
• Respond to internal ad‑hoc requests for performance, client, and portfolio analytics data 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 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 of relevant experience.
• Knowledge of GIPS and performance measurement concepts.
• Experience with FactSet Portfolio Analysis and SPAR is extremely helpful.
• Proficiency in MS Excel (sorting, searching, linking, pivot tables, formatting, formulas, macros, VB).
• Microsoft Office proficiency (Word, Excel, Outlook).
• Familiarity with Sylvan, GWP, other accounting portfolio systems, Bloomberg is additive.
• Ability to quickly learn new systems and software.
• Strong organizational and communication skills; ability to manage multiple projects concurrently while meeting deadlines.
• Self‑starter with motivation to develop new ideas to enhance current procedures.
• Ability to explain detailed messages to internal stakeholders and to work independently as well as in a team environment.

Compensation and Benefits

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.

• 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

Legal and Eligibility

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.

Equal Opportunity Employer

Kayne Anderson Rudnick 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.