Investment Performance Analyst

Kayne Anderson Rudnick; 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

Tuition Reimbursement

Flexible Spending Accounts

Wellness Program

Job summary

Kayne Anderson Rudnick is hiring an Investment Performance Analyst for their Los Angeles office. The role involves managing GIPS Composites, producing performance reports, and supporting RFP requests. Candidates should have a Bachelor's degree in a related field and 3 to 6 years of experience, including knowledge of GIPS and performance measurement. The position offers a salary range of $80,000 to $120,000, along with competitive benefits such as medical insurance, tuition reimbursement, and a wellness program.

Qualifications

• 3 to 6 years of relevant experience required.
• Familiarity with accounting portfolio systems preferred.
• Ability to quickly learn new systems and software.

Responsibilities

• Maintain and Validate GIPS Composites.
• Produce performance reports and analysis.
• Respond to internal ad‑hoc requests for data.
• Participate in special initiative projects.

Skills

Knowledge of GIPS

Performance measurement concepts

Proficient in MS Excel

Strong communication skills

Ability to handle multiple projects

Education

Bachelor’s Degree in Economics, Finance, Statistics or equivalent

CIPM or CFA progress

Tools

FactSet Portfolio Analysis

Microsoft Office Proficiency

Sylvan

Bloomberg

Job description

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.

Benefits

• 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

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.

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.