Investment Performance Analyst

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 Fact Set 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.

At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:
* 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 Company Background
** History
* * Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under…