Senior Investment Performance Analyst

Virtus • Los Angeles, CA

109d • $115,000 - $160,000

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree