Investment Performance Analyst - KAR

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

Tuition Reimbursement

Wellness Program

Paid Volunteer Days

Job summary

Virtus Investment Partners, Inc. seeks an Investment Performance Analyst for their Century City office. The role involves maintaining GIPS composites, reporting on performance and risk statistics, and responding to internal data requests. Candidates should have a Bachelor's Degree in a related field, with 3 to 6 years of related experience and familiarity with GIPS concepts.

The position offers a competitive salary ranging from $80,000 to $120,000 along with comprehensive benefits including medical, dental, vision insurance, and a wellness program.

Qualifications

• 3 to 6 years of relevant experience in investment performance or finance.
• Progress towards CIPM or CFA is a plus.
• Familiarity with accounting portfolio systems.

Responsibilities

• Maintain and validate GIPS composites.
• Produce daily, weekly, monthly, and quarterly performance reports.
• Respond to internal ad‑hoc requests for data from various stakeholders.

Skills

Knowledge of GIPS and performance measurement concepts

Strong communication skills

Proficient in MS Excel

Ability to quickly learn new systems and software

Experience with FactSet Portfolio Analysis

Education

Bachelor’s Degree in Economics, Finance, or Statistics

Tools

FactSet Portfolio Analysis

Microsoft Office

Bloomberg

Job description

Job Overview

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. Additionally, this role fulfills periodic and ad‑hoc reporting needs, such as performance and risk statistics, portfolio analytics requests, fundamental characteristics, attribution, and RFP/questionnaire requests for performance data. The analyst will also cross‑train within the PAR team and assist on other related projects as needed.

Responsibilities

• Maintain and validate GIPS composites
• Lead the annual GIPS examination effort
• Produce daily, weekly, monthly, and quarterly performance reports and analysis
• Ensure 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 to increase timely and accurate delivery of performance data
• Cross‑train and assist on projects across other functions within the PAR team

Qualifications

• Bachelor’s Degree in Economics, Finance, Statistics, or equivalent
• Progress towards CIPM or 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
• Proficient in MS Excel (sorting, searching, linking, pivot tables, formatting, formulas, macros, VB, etc.)
• Proficiency with Microsoft Office (Word, Excel, Outlook)
• Familiarity with Sylvan, GWP, other accounting portfolio systems, Bloomberg is additive
• Ability to quickly learn new systems and software
• Strong communication skills, ability to work independently and as part of a team, self‑starter, effective organizational skills, and attention to detail

Salary & Benefits

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.

• 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

Employment Requirements

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 Employment

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.