Investment Performance Analyst

Kayne Anderson Rudnick•Los Angeles, CA

3d•$80,000 - $120,000•Onsite

About The Position

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.

Requirements

Bachelor’s Degree in Economics, Finance, Statistics or equivalent
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)
Ability to quickly learn new systems and software
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
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.

Nice To Haves

Progress towards CIPM, CFA is a plus
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg

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