Senior Investment Performance Analyst

Kayne Anderson Rudnick•Los Angeles, CA

7d•$115,000 - $160,000•Onsite

About The Position

Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Performance Analyst to join our team in the Century City office. The Senior Investment Performance Analyst 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

At least 5-7 years’ relevant experience
Knowledge of GIPS and performance measurement concepts
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 insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
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

Bachelor’s degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models – Axioma, Barra, Morningstar Direct

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